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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
376
Realta Investment Advisors
Delaware
$47K +$40.6K +2,300 New
TFGT
377
TS Financial Group (TSFG)
Illinois
$46K +$39.5K +2,240 New
CTC
378
Central Trust Company
Missouri
$43K +$23.8K +1,350 +180%
MWC
379
MKD Wealth Coaches
Michigan
$41K – – –
PCG
380
Private Capital Group
Connecticut
$41K – – –
QCIG
381
Quad-Cities Investment Group
Iowa
$41K – – –
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
TWA
383
TCI Wealth Advisors
Arizona
$38K +$13.6K +770 +71%
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$37K – – –
EWM
385
Executive Wealth Management
Michigan
$36K +$7.95K +450 +35%
PFO
386
Pathstone Family Office
New Jersey
$35K +$530 +30 +2%
S
387
SignatureFD
Georgia
$35K +$10.9K +620 +57%
BGC
388
Beutel, Goodman & Co
Ontario, Canada
$35K +$30.2K +1,710 New
SIS
389
Sound Income Strategies
Florida
$34K +$28.6K +1,620 +8,100%
1832 Asset Management
390
1832 Asset Management
Ontario, Canada
$31K -$37.4M -2,120,010 -100%
FA
391
Fortis Advisors
Pennsylvania
$31K – – –
MSFP
392
Mark Sheptoff Financial Planning
Connecticut
$31K – – –
OSNBOA
393
Old Second National Bank of Aurora
Illinois
$31K – – –
FHB
394
First Hawaiian Bank
Hawaii
$30K – – –
TIM
395
Tortoise Investment Management
New York
$29K +$24.7K +1,400 New
VFA
396
Valeo Financial Advisors
Indiana
$28K +$18.5K +1,050 +328%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
CAL
398
Capital Analysts LLC
Pennsylvania
$25K – – –
BFC
399
Bedel Financial Consulting
Indiana
$24K – – –
NSIM
400
North Star Investment Management
Illinois
$23K -$17.7K -1,000 -48%