Name Holding Trade Value Shares
Change
Change in
Stake
TH
2676
TCTC Holdings
Texas
$162K – – –
Jones Financial Companies
2677
Jones Financial Companies
Missouri
$159K -$23.4K -75 -14%
LWANC
2678
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K – – –
GC
2679
Gould Capital
Washington
$152K +$3.74K +12 +3%
PP
2680
PFS Partners
New Jersey
$152K +$25.2K +81 +24%
CWM
2681
CarsonAllaria Wealth Management
Illinois
$151K -$6.54K -21 -5%
TW
2682
Towerpoint Wealth
California
$150K +$9.34K +30 +0%
LFA
2683
Level Financial Advisors
New York
$147K -$37.4K -120 -23%
FPA
2684
First Pacific Advisors
California
$140K – – –
HBW
2685
Hazlett, Burt & Watson
West Virginia
$139K +$121K +390 New
WFA
2686
West Financial Advisors
Iowa
$136K – – –
RDIA
2687
RE Dickinson Investment Advisors
Iowa
$135K – – –
FCMA
2688
Foresight Capital Management Advisors
Michigan
$133K +$4.67K +15 +4%
RWM
2689
Raffa Wealth Management
District of Columbia
$131K – – –
IWP
2690
IAG Wealth Partners
Wisconsin
$131K – – –
CFN
2691
Cordasco Financial Network
Florida
$131K +$1.87K +6 +2%
GKIM
2692
GW&K Investment Management
Massachusetts
$131K +$114K +366 New
FA
2693
Fortis Advisors
Pennsylvania
$130K – – –
LPIC
2694
LeJeune Puetz Investment Counsel
Michigan
$129K – – –
PP
2695
Pacifica Partners
Canada
$127K – – –
PAG
2696
Paladin Advisory Group
Iowa
$127K +$110K +354 New
IHWM
2697
Iron Horse Wealth Management
Iowa
$125K – – –
LD
2698
Lipe & Dalton
New York
$124K +$107K +345 New
CAM
2699
Costello Asset Management
Pennsylvania
$122K +$14K +45 +15%
RBC
2700
Roble Belko & Company
Pennsylvania
$119K -$934 -3 -0.9%