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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1251
Family CFO
California
$39.6K – – –
MSFP
1252
Mark Sheptoff Financial Planning
Connecticut
$37.5K – – –
PH
1253
Pinnacle Holdings
Oklahoma
$37.2K +$36.2K +500 New
SIS
1254
Sound Income Strategies
Florida
$36.8K +$16.9K +234 +90%
TH
1255
TCTC Holdings
Texas
$36.1K – – –
FMTCOCP
1256
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K +$5.35K +74 +18%
CT
1257
Clearstead Trust
Maine
$35K +$33.7K +466 New
BWA
1258
BDO Wealth Advisors
Florida
$33.9K – – –
LWA
1259
Lowe Wealth Advisors
Maryland
$33.7K – – –
SC
1260
Schubert & Co
Texas
$31.8K +$24.4K +337 +374%
RBC
1261
Roble Belko & Company
Pennsylvania
$31K +$72 +1 +0.2%
LIA
1262
Luken Investment Analytics
Tennessee
$29.8K +$28.9K +400 New
CA
1263
Crewe Advisors
Utah
$28.3K – – –
JIR
1264
James Investment Research
Ohio
$28K -$10.6K -147 -28%
HC
1265
Hoese & Co
Minnesota
$28K – – –
TWM
1266
Tradition Wealth Management
Minnesota
$28K +$651 +9 +2%
MSCM
1267
McElhenny Sheffield Capital Management
Texas
$27.6K +$181K +2,508 New
TJHA
1268
Thomas J. Herzfeld Advisors
Florida
$27.3K – – –
MWC
1269
MBM Wealth Consultants
Missouri
$27K +$26K +360 New
BWAM
1270
Boyd Watterson Asset Management
Ohio
$27K +$26.2K +362 New
SBL
1271
Sargent Bickham Lagudis
Colorado
$26.7K – – –
CT
1272
Colonial Trust
South Carolina
$25.8K +$25.1K +347 New
RTL
1273
Red Tortoise LLC
Georgia
$25.8K +$25K +346 New
ME
1274
McIlrath & Eck
Washington
$25.7K – – –
FWM
1275
Focused Wealth Management
New York
$25.2K -$8.54K -118 -26%