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Name Holding Trade Value Shares
Change 		Change in
Stake
TH
2051
TCTC Holdings
Texas
$100K – – –
WCM
2052
Wealthcare Capital Management
Virginia
$100K +$113K +450 New
MFT
2053
Moisand Fitzgerald Tamayo
Florida
$89K +$8.29K +33 +9%
RWM
2054
Raffa Wealth Management
District of Columbia
$86.8K +$31.6K +126 +48%
HWMA
2055
Heritage Wealth Management (Arizona)
Arizona
$85K +$95.7K +381 New
IWP
2056
IAG Wealth Partners
Wisconsin
$84K +$33.9K +135 +56%
FP
2057
Fiduciary Planning
Florida
$81K -$6.03K -24 -6%
KFP
2058
KB Financial Partners
New Jersey
$80K +$90.4K +360 New
RA
2059
Resolute Advisors
California
$78K +$130K +519 +911%
IHWM
2060
Iron Horse Wealth Management
Iowa
$77K +$753 +3 +0.9%
DSC
2061
Duncker Streett & Co
Missouri
$75K – – –
CHC
2062
City Holding Co
West Virginia
$74K +$30.1K +120 +56%
IF
2063
Ironwood Financial
Arizona
$71K -$6.78K -27 -8%
SQA
2064
Simon Quick Advisors
New Jersey
$70K – – –
CWAF
2065
Core Wealth Advisors (Florida)
Florida
$70K +$7.53K +30 +11%
PA
2066
Perennial Advisors
New York
$69K -$16.6K -66 -18%
IBOK
2067
Independence Bank of Kentucky
Kentucky
$67K -$18.1K -72 -19%
TF
2068
Tompkins Financial
New York
$67K – – –
RCC
2069
Red Cedar Capital
Nebraska
$67K +$38.4K +153 +102%
CA
2070
Centerpoint Advisors
Massachusetts
$65K – – –
CAL
2071
Capital Advisors Ltd
Ohio
$63K – – –
BWL
2072
Bogart Wealth LLC
Virginia
$61K +$27.9K +111 +69%
AWC
2073
Abundance Wealth Counselors
Pennsylvania
$60K +$67.8K +270 New
FPS
2074
Fieldpoint Private Securities
Connecticut
$59K -$2.55M -10,143 -97%
MIFH
2075
Migdal Insurance & Financial Holdings
Israel
$59K -$49K -195 -42%
81 82
83
84 85