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Name Holding Trade Value Shares
Change
Change in
Stake
TI
1051
tru Independence
Oregon
$34K +$31.5K +300 New
NCM
1052
New Capital Management
Texas
$32K
CT
1053
Caldwell Trust
Florida
$31.7K
IBOK
1054
Independence Bank of Kentucky
Kentucky
$31K +$28.3K +270 New
RWM
1055
Raffa Wealth Management
District of Columbia
$29.4K -$1.05K -10 -4%
TPCW
1056
TD Private Client Wealth
New York
$29.4K
HFS
1057
HBC Financial Services
Washington
$29K
SFSIG
1058
San Francisco Sentry Investment Group
California
$28K
SFPG
1059
Stonebridge Financial Planning Group
Florida
$28K
TFS
1060
TrustCore Financial Services
Tennessee
$27K +$7.35K +70 +41%
Cohen & Steers
1061
Cohen & Steers
New York
$26K +$24.1K +230 New
WAS
1062
Winch Advisory Services
Wisconsin
$25K -$10.5K -100 -31%
PCM
1063
Peregrine Capital Management
Minnesota
$25K
BEI
1064
Benjamin Edwards Inc
Missouri
$24K +$22K +210 New
RCA
1065
Ranch Capital Advisors
Florida
$23K
RIA
1066
RPG Investment Advisory
California
$23K
CAGAS
1067
Capital Advisory Group Advisory Services
Minnesota
$23K +$8.4K +80 +67%
BWM
1068
BerganKDV Wealth Management
Minnesota
$23K +$21K +200 New
CWP
1069
Concord Wealth Partners
Virginia
$23K +$21K +200 New
AA
1070
AlphaMark Advisors
Kentucky
$20K -$2.1K -20 -10%
AW
1071
Avion Wealth
Texas
$20K
CP
1072
Corbenic Partners
Pennsylvania
$20K
BWM
1073
Birchcreek Wealth Management
Ohio
$20K +$18.9K +180 New
RE
1074
RBC Europe
United Kingdom
$19.2K
BWM
1075
Baystate Wealth Management
Massachusetts
$19K