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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
1951
Talon Private Wealth
Florida
$5.61K +$5.36K +36 New
PCA
1952
Providence Capital Advisors
North Carolina
$5.46K -$3.28K -22 -39%
EAM
1953
Eukles Asset Management
Ohio
$5.46K
1IA
1954
1620 Investment Advisors
Massachusetts
$5.43K +$1.04K +7 +25%
TFM
1955
TFC Financial Management
Massachusetts
$5.33K
MLA
1956
MB, Levis & Associates
Pennsylvania
$5.3K
RF
1957
Robinswood Financial
Washington
$5.14K -$11.2K -75 -69%
KFP
1958
Keener Financial Planning
Texas
$5K
ACM
1959
Anfield Capital Management
California
$4.68K +$2.23K +15 +100%
KIG
1960
Kessler Investment Group
Indiana
$4.36K
HWP
1961
Highline Wealth Partners
California
$3.9K +$1.19K +8 +47%
BFPW
1962
BOK Financial Private Wealth
Colorado
$3.9K
BAM
1963
Bellevue Asset Management
Washington
$3.9K
ETS
1964
ESL Trust Services
New York
$3.58K
FGA
1965
Fortis Group Advisors
New Jersey
$3.58K
SWC
1966
Spectrum Wealth Counsel
Indiana
$3.12K +$596 +4 +25%
IA
1967
IFS Advisors
Kansas
$3.12K
LWA
1968
Lowe Wealth Advisors
Maryland
$3.12K
SC
1969
Swan Capital
Florida
$2.96K -$2.23K -15 -44%
AP
1970
Aspect Partners
Virginia
$2.81K +$298 +2 +13%
PA
1971
Pineridge Advisors
Missouri
$2.67K
NECFA
1972
New England Capital Financial Advisors
Connecticut
$2.56K +$2.38K +16 New
CAM
1973
ClariVest Asset Management
California
$2.51K
LOIM
1974
Liberty One Investment Management
Illinois
$2.25K -$14.9K -100 -88%
HC
1975
Hoese & Co
Minnesota
$2.18K