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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
1201
TS Financial Group (TSFG)
Illinois
$105K +$96.7K +1,436 New
AEPWM
1202
Atlantic Edge Private Wealth Management
Florida
$95.3K – – –
CSB
1203
City State Bank
Iowa
$93.9K – – –
Fidelity International
1204
Fidelity International
Bermuda
$93.4K +$4.24K +63 +5%
GJIA
1205
Glass Jacobson Investment Advisors
Maryland
$93.1K – – –
USB
1206
Union Savings Bank
Connecticut
$91.5K – – –
PGAM
1207
Princeton Global Asset Management
New Jersey
$91.3K -$44.9K -667 -35%
CNBTD
1208
Citizens National Bank Trust Department
Mississippi
$84.1K -$13.5K -200 -15%
FCAS
1209
First Command Advisory Services
Texas
$82.7K -$10.4K -154 -12%
PAM
1210
Paradigm Asset Management
New York
$81.9K – – –
CI
1211
CX Institutional
Indiana
$81K +$74.2K +1,101 New
ANBT
1212
American National Bank & Trust
Texas
$80.6K – – –
GSWM
1213
Golden State Wealth Management
California
$80.5K +$67 +1 +0.1%
IUHSA
1214
Itau Unibanco Holding S.A.
Brazil
$79K -$202 -3 -0.3%
SC
1215
Sawyer & Company
Massachusetts
$78K -$46.9K -696 -40%
BFP
1216
Briaud Financial Planning
Texas
$77K – – –
AW
1217
Avion Wealth
Texas
$71K – – –
RF
1218
Roxbury Financial
New Jersey
$70.6K +$337 +5 +0.5%
BC
1219
Barrett & Company
Rhode Island
$69.7K -$5.05K -75 -7%
NC
1220
North Capital
Utah
$69.7K +$64.1K +951 New
AAG
1221
Armstrong Advisory Group
Massachusetts
$68.3K – – –
ADL
1222
Asset Dedication LLC
California
$68K -$3.57K -53 -5%
MCM
1223
Manchester Capital Management
Vermont
$66K -$7.41K -110 -11%
AWM
1224
Accredited Wealth Management
Kentucky
$66K – – –
PWA
1225
Physician Wealth Advisors
Utah
$64.1K -$23.3K -346 -28%