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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
601
Concourse Financial Group Securities
Alabama
$74K +$47.5K +773 +114%
SSB
602
Sandy Spring Bank
Maryland
$71K +$38.5K +626 +81%
JEST
603
JTC Employer Solutions Trustee
Jersey
$70K – – –
TFGT
604
TS Financial Group (TSFG)
Illinois
$68K +$3.81K +62 +5%
KLWA
605
Kelly Lawrence W & Associates
California
$65K – – –
SC
606
Solstein Capital
California
$62K – – –
WLPWM
607
Walled Lake Planning & Wealth Management
Illinois
$61K – – –
WTC
608
WhitTier Trust Company
Nevada
$61K – – –
AWM
609
Atticus Wealth Management
Florida
$61K +$58.4K +950 +380%
TFA
610
Toth Financial Advisory
Virginia
$53K +$12.3K +200 +24%
EWM
611
Endurance Wealth Management
Rhode Island
$51K – – –
TH
612
TCTC Holdings
Texas
$51K – – –
VC
613
Vestor Capital
Illinois
$51K – – –
FGAM
614
Financial Gravity Asset Management
Texas
$51K +$1.04K +17 New
PP
615
PrairieView Partners
Minnesota
$51K +$15.4K +250 +33%
Koshinski Asset Management
616
Koshinski Asset Management
Illinois
$45.6K +$55K +895 New
QCG
617
Quadrant Capital Group
Ohio
$44K -$24.3K -395 -31%
JCM
618
Jacobi Capital Management
Pennsylvania
$44K – – –
GWS
619
Glassman Wealth Services
Virginia
$43K +$11.1K +181 +27%
ATC
620
Adirondack Trust Company
New York
$41K – – –
PWM
621
Prentice Wealth Management
New York
$41K +$307 +5 +0.6%
GRP
622
Global Retirement Partners
California
$40K +$16K +261 +50%
ADL
623
Asset Dedication LLC
California
$40K +$23.5K +382 +95%
HIA
624
Harbor Investment Advisory
Maryland
$39K -$442K -7,196 -90%
CCM
625
Covington Capital Management
California
$38K – – –