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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1551
TrustCore Financial Services
Tennessee
$68K +$137 +1 +0.2%
OWIM
1552
Old West Investment Management
California
$68K +$59.4K +433 New
CCA
1553
Column Capital Advisors
Indiana
$65K
HDIM
1554
Hanson & Doremus Investment Management
Vermont
$65K +$56.8K +414 New
TC
1555
Trust Company
Kansas
$63K
PWMG
1556
Prestige Wealth Management Group
New Jersey
$60K +$17.8K +130 +52%
SIS
1557
Sound Income Strategies
Florida
$59K -$9.06K -66 -15%
CHAM
1558
Clear Harbor Asset Management
Connecticut
$58.2K +$50.8K +370 New
SFPG
1559
Stonebridge Financial Planning Group
Florida
$58K
NCM
1560
New Capital Management
Texas
$57K
AAP
1561
Arax Advisory Partners
Colorado
$56K +$5.9K +43 +14%
TFO
1562
Tarbox Family Office
California
$54K +$10.3K +75 +28%
RCA
1563
Ranch Capital Advisors
Florida
$53K +$6.86K +50 +17%
FFC
1564
First Financial Corp
Indiana
$53K +$40.9K +298 +745%
HWM
1565
HighMark Wealth Management
Minnesota
$52K +$274 +2 +0.6%
SL
1566
Savior LLC
Massachusetts
$50K
FPB
1567
First PREMIER Bank
South Dakota
$49K +$43.2K +315 New
SLF
1568
Sun Life Financial
Ontario, Canada
$47K -$686 -5 -2%
PS
1569
Planned Solutions
California
$46K +$39.9K +291 New
JWA
1570
JFS Wealth Advisors
Pennsylvania
$45K
WAS
1571
Winch Advisory Services
Wisconsin
$44K +$5.21K +38 +16%
CDIA
1572
Capital Directions Investment Advisors
Georgia
$43K -$17.2K -125 -31%
LS
1573
Leelyn Smith
Illinois
$43K
HI
1574
Human Investing
Oregon
$43K +$33.6K +245 +942%
PCWA
1575
Pacific Capital Wealth Advisors
California
$43K +$37.7K +275 New