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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1076
TFC Financial Management
Massachusetts
$184K
FPA
1077
First Pacific Advisors
California
$183K
GWS
1078
Glassman Wealth Services
Virginia
$183K +$16.5K +110 +9%
OCM
1079
Orion Capital Management
California
$182K -$15K -100 -7%
TFA
1080
Toth Financial Advisory
Virginia
$180K -$7.49K -50 -4%
AWM
1081
Accel Wealth Management
Iowa
$178K
MA
1082
MCF Advisors
Kentucky
$176K +$150K +1,000 +333%
CFG
1083
CKW Financial Group
Hawaii
$163K
AssetMark Inc
1084
AssetMark Inc
California
$155K +$171K +1,140 New
OSNBOA
1085
Old Second National Bank of Aurora
Illinois
$150K
MPWT
1086
MassMutual Private Wealth & Trust
Connecticut
$146K -$4.5K -30 -3%
LFG
1087
Larson Financial Group
Missouri
$144K -$22.5K -150 -12%
RFA
1088
Reilly Financial Advisors
California
$141K +$1.5K +10 +1%
JWA
1089
JFS Wealth Advisors
Pennsylvania
$141K +$37.5K +250 +32%
BCP
1090
Blue Chip Partners
Michigan
$136K
FA
1091
Fortis Advisors
Pennsylvania
$136K
SFFS
1092
Stonehage Fleming Financial Services
Jersey
$132K +$15K +100 +11%
FWM
1093
Focused Wealth Management
New York
$127K +$105K +700 +292%
AP
1094
Arlington Partners
Alabama
$115K
VC
1095
Vestor Capital
Illinois
$110K +$5.99K +40 +5%
IBOK
1096
Independence Bank of Kentucky
Kentucky
$110K +$80.9K +540 +200%
TWA
1097
TCI Wealth Advisors
Arizona
$108K -$22.5K -150 -16%
1IA
1098
1834 Investment Advisors
Wisconsin
$108K
PP
1099
PrairieView Partners
Minnesota
$108K
KTC
1100
Kistler-Tiffany Companies
Pennsylvania
$107K +$16.5K +110 +16%