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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2051
Heritage Wealth Advisors
Virginia
$102K -$16.6K -66 -13%
TH
2052
TCTC Holdings
Texas
$100K – – –
WCM
2053
Wealthcare Capital Management
Virginia
$100K +$113K +450 New
MFT
2054
Moisand Fitzgerald Tamayo
Florida
$89K +$8.29K +33 +9%
RWM
2055
Raffa Wealth Management
District of Columbia
$86.8K +$31.6K +126 +48%
HWMA
2056
Heritage Wealth Management (Arizona)
Arizona
$85K +$95.7K +381 New
IWP
2057
IAG Wealth Partners
Wisconsin
$84K +$33.9K +135 +56%
FP
2058
Fiduciary Planning
Florida
$81K -$6.03K -24 -6%
KFP
2059
KB Financial Partners
New Jersey
$80K +$90.4K +360 New
RA
2060
Resolute Advisors
California
$78K +$130K +519 +911%
IHWM
2061
Iron Horse Wealth Management
Iowa
$77K +$753 +3 +0.9%
DSC
2062
Duncker Streett & Co
Missouri
$75K – – –
CHC
2063
City Holding Co
West Virginia
$74K +$30.1K +120 +56%
IF
2064
Ironwood Financial
Arizona
$71K -$6.78K -27 -8%
SQA
2065
Simon Quick Advisors
New Jersey
$70K – – –
CWAF
2066
Core Wealth Advisors (Florida)
Florida
$70K +$7.53K +30 +11%
PA
2067
Perennial Advisors
New York
$69K -$16.6K -66 -18%
IBOK
2068
Independence Bank of Kentucky
Kentucky
$67K -$18.1K -72 -19%
TF
2069
Tompkins Financial
New York
$67K – – –
RCC
2070
Red Cedar Capital
Nebraska
$67K +$38.4K +153 +102%
CA
2071
Centerpoint Advisors
Massachusetts
$65K – – –
CAL
2072
Capital Advisors Ltd
Ohio
$63K – – –
BWL
2073
Bogart Wealth LLC
Virginia
$61K +$27.9K +111 +69%
AWC
2074
Abundance Wealth Counselors
Pennsylvania
$60K +$67.8K +270 New
FPS
2075
Fieldpoint Private Securities
Connecticut
$59K -$2.55M -10,143 -97%
81 82
83
84 85