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Name Holding Trade Value Shares
Change
Change in
Stake
JEST
651
JTC Employer Solutions Trustee
Jersey
$109K +$95.9K +1,375 New
SC
652
Shay Capital
New York
$104K -$131K -1,876 -59%
LC
653
Lindbrook Capital
California
$104K +$24.9K +357 +37%
KLWA
654
Kelly Lawrence W & Associates
California
$100K – – –
TFGT
655
TS Financial Group (TSFG)
Illinois
$100K +$82.2K +1,179 +1,310%
QCG
656
Quadrant Capital Group
Ohio
$99K +$18.6K +267 +27%
SC
657
Solstein Capital
California
$97K +$85.4K +1,225 New
WLPWM
658
Walled Lake Planning & Wealth Management
Illinois
$95K – – –
WTC
659
WhitTier Trust Company
Nevada
$95K – – –
PWP
660
Personal Wealth Partners
Minnesota
$87K +$76.7K +1,100 New
AWA
661
Arkadios Wealth Advisors
Georgia
$82K +$56.1K +804 +327%
TH
662
TCTC Holdings
Texas
$79K – – –
VC
663
Vestor Capital
Illinois
$79K – – –
BCA
664
Berman Capital Advisors
Georgia
$79K +$48.7K +698 +217%
EWM
665
Endurance Wealth Management
Rhode Island
$78K – – –
ATC
666
Adirondack Trust Company
New York
$72K – – –
JCM
667
Jacobi Capital Management
Pennsylvania
$68K +$45.1K +647 +308%
TFA
668
Toth Financial Advisory
Virginia
$67K +$3.14K +45 +6%
PWM
669
Prentice Wealth Management
New York
$64K -$6.83K -98 -11%
SSB
670
Sandy Spring Bank
Maryland
$61K +$33K +474 +158%
CCM
671
Covington Capital Management
California
$59K -$31.4K -450 -38%
PP
672
PrairieView Partners
Minnesota
$59K – – –
HNB
673
Huntington National Bank
Ohio
$58K -$8.72K -125 -14%
BMD
674
Better Money Decisions
New Mexico
$57K – – –
SWM
675
Selective Wealth Management
Virginia
$56K +$48.8K +700 +7,000%