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Name Holding Trade Value Shares
Change
Change in
Stake
TL
401
TrueWealth LLC
Georgia
$90K
LFG
402
Larson Financial Group
Missouri
$90K +$65.1K +2,500 +500%
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$87K +$42.4K +1,630 +129%
TF
404
TimeScale Financial
Massachusetts
$87K +$75.2K +2,890 New
CLOS
405
Compagnie Lombard Odier SCmA
Switzerland
$83K
HFM
406
Harvest Fund Management
China
$83K +$72.4K +2,780 New
ME
407
McIlrath & Eck
Washington
$81K
RFA
408
Reilly Financial Advisors
California
$79K +$781 +30 +1%
SSB
409
Sandy Spring Bank
Maryland
$71K -$10.4K -400 -15%
Mitsubishi UFJ Asset Management
410
Mitsubishi UFJ Asset Management
Japan
$69K +$59.9K +2,300 New
TFGT
411
TS Financial Group (TSFG)
Illinois
$67K
FVWA
412
Foster Victor Wealth Advisors
South Carolina
$64K +$52.1K +2,000 New
OIA
413
Optimum Investment Advisors
Illinois
$60K -$52.1K -2,000 -50%
MWC
414
MKD Wealth Coaches
Michigan
$60K
VC
415
Vestor Capital
Illinois
$60K +$52.3K +2,010 New
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$58K
VFA
417
Valeo Financial Advisors
Indiana
$57K +$14.1K +540 +39%
TWA
418
TCI Wealth Advisors
Arizona
$56K
EWM
419
Executive Wealth Management
Michigan
$53K
SIS
420
Sound Income Strategies
Florida
$49K
FA
421
Fortis Advisors
Pennsylvania
$45K
MSFP
422
Mark Sheptoff Financial Planning
Connecticut
$45K
OSNBOA
423
Old Second National Bank of Aurora
Illinois
$45K
RWA
424
Ropes Wealth Advisors
Massachusetts
$44K +$11.2K +430 +41%
DWM
425
Doyle Wealth Management
Florida
$44K +$38.5K +1,480 New