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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1126
Plante Moran Financial Advisors
Michigan
$46K -$46K -553 -51%
CT
1127
Clearstead Trust
Maine
$46K -$4.16K -50 -9%
TCM
1128
Tradewinds Capital Management
Washington
$46K
TL
1129
TrueWealth LLC
Georgia
$46K +$19.4K +233 +82%
IP
1130
Intellectus Partners
California
$45K +$6.49K +78 +18%
FCB
1131
First Command Bank
Texas
$44K
FCFS
1132
First Command Financial Services
Texas
$44K
VNA
1133
Valley National Advisers
Pennsylvania
$44K +$41.6K +500 New
ST
1134
Smithfield Trust
Pennsylvania
$43K -$13.1K -158 -25%
AAP
1135
Arax Advisory Partners
Colorado
$41K -$5.99K -72 -13%
WWMSC
1136
Wagner Wealth Management (South Carolina)
South Carolina
$41K +$9.31K +112 +32%
RWA
1137
Ropes Wealth Advisors
Massachusetts
$40K
NCM
1138
Nelson Capital Management
California
$40K +$24.9K +300 +200%
GI
1139
Gradient Investments
Minnesota
$39K -$16.5K -198 -31%
SFM
1140
Signet Financial Management
New Jersey
$39K -$2.66K -32 -7%
SAM
1141
Shamrock Asset Management
Texas
$38K +$36.2K +435 New
MYIA
1142
Mount Yale Investment Advisors
Colorado
$37K -$140K -1,687 -80%
SCM
1143
Southport Capital Management
Tennessee
$37K +$34.8K +418 New
CFG
1144
CKW Financial Group
Hawaii
$35K -$33.3K -400 -50%
TF
1145
Tompkins Financial
New York
$35K
YWP
1146
YorkBridge Wealth Partners
New York
$35K
DWA
1147
Divergent Wealth Advisors
Utah
$34K
TDC
1148
Thompson Davis & Co
Virginia
$33K
HDIM
1149
Hanson & Doremus Investment Management
Vermont
$32K
PCIA
1150
Prime Capital Investment Advisors
Kansas
$30K +$83 +1 +0.3%