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Name Holding Trade Value Shares
Change
Change in
Stake
T
1101
TCWP
Ohio
$68K +$65.3K +1,665 New
CWP
1102
Concord Wealth Partners
Virginia
$67K -$3.57K -91 -5%
KFP
1103
KB Financial Partners
New Jersey
$65K -$314 -8 -0.5%
TWA
1104
TCI Wealth Advisors
Arizona
$65K – – –
BWM
1105
Baystate Wealth Management
Massachusetts
$65K +$7.21K +184 +13%
QC
1106
Quent Capital
New York
$64K -$23K -586 -28%
MRCM
1107
M&R Capital Management
New Jersey
$64K – – –
CFG
1108
CKW Financial Group
Hawaii
$63K -$27.4K -700 -32%
AF
1109
Arrow Financial
New York
$62K +$3.92K +100 +7%
SOAMC
1110
Spirit of America Management Corp
New York
$62K +$19.6K +500 +50%
BCFD
1111
Boit C.F. David
$60K – – –
LWP
1112
Lumature Wealth Partners
Georgia
$59K +$53K +1,352 +1,803%
Kayne Anderson Rudnick Investment Management
1113
Kayne Anderson Rudnick Investment Management
California
$57K -$2.04K -52 -4%
AIM
1114
Anchor Investment Management
South Carolina
$55.4K – – –
PK
1115
Pflug Koory
Nebraska
$55K – – –
TCCM
1116
Timber Creek Capital Management
Massachusetts
$54K – – –
ZB
1117
Zions Bancorporation
Utah
$54K +$1.61K +41 +3%
AWM
1118
Accel Wealth Management
Iowa
$53K – – –
SCM
1119
Silvant Capital Management
Georgia
$52K – – –
MMG
1120
Monetary Management Group
Missouri
$50K – – –
RBC
1121
Roble Belko & Company
Pennsylvania
$50K – – –
SC
1122
Solstein Capital
California
$50K – – –
VNA
1123
Valley National Advisers
Pennsylvania
$50K – – –
SBL
1124
Sargent Bickham Lagudis
Colorado
$49K – – –
DHGWA
1125
Dixon Hughes Goodman Wealth Advisors
North Carolina
$49K +$353 +9 +0.8%