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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
601
Sandy Spring Bank
Maryland
$71K +$38.5K +626 +81%
JEST
602
JTC Employer Solutions Trustee
Jersey
$70K
TFGT
603
TS Financial Group (TSFG)
Illinois
$68K +$3.81K +62 +5%
KLWA
604
Kelly Lawrence W & Associates
California
$65K
SC
605
Solstein Capital
California
$62K
WLPWM
606
Walled Lake Planning & Wealth Management
Illinois
$61K
WTC
607
WhitTier Trust Company
Nevada
$61K
AWM
608
Atticus Wealth Management
Florida
$61K +$58.4K +950 +380%
TFA
609
Toth Financial Advisory
Virginia
$53K +$12.3K +200 +24%
EWM
610
Endurance Wealth Management
Rhode Island
$51K
TH
611
TCTC Holdings
Texas
$51K
VC
612
Vestor Capital
Illinois
$51K
FGAM
613
Financial Gravity Asset Management
Texas
$51K +$1.04K +17 New
PP
614
PrairieView Partners
Minnesota
$51K +$15.4K +250 +33%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$45.6K +$55K +895 New
QCG
616
Quadrant Capital Group
Ohio
$44K -$24.3K -395 -31%
JCM
617
Jacobi Capital Management
Pennsylvania
$44K
GWS
618
Glassman Wealth Services
Virginia
$43K +$11.1K +181 +27%
ATC
619
Adirondack Trust Company
New York
$41K
PWM
620
Prentice Wealth Management
New York
$41K +$307 +5 +0.6%
GRP
621
Global Retirement Partners
California
$40K +$16K +261 +50%
ADL
622
Asset Dedication LLC
California
$40K +$23.5K +382 +95%
HIA
623
Harbor Investment Advisory
Maryland
$39K -$442K -7,196 -90%
CCM
624
Covington Capital Management
California
$38K
SWM
625
Selective Wealth Management
Virginia
$36K