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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
851
Toth Financial Advisory
Virginia
$18K +$18.2K +50 +714%
TFM
852
TFC Financial Management
Massachusetts
$17K – – –
TCWM
853
Total Clarity Wealth Management
Illinois
$17K +$19.7K +54 New
GG
854
Gleason Group
Kentucky
$16K – – –
RIA
855
RPG Investment Advisory
California
$16K – – –
TCM
856
Tradewinds Capital Management
Washington
$16K – – –
ZB
857
Zions Bancorporation
Utah
$16K – – –
JWA
858
JFS Wealth Advisors
Pennsylvania
$16K +$10.9K +30 +158%
TFIPS
859
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16K – – –
FP
860
Financial Perspectives
Minnesota
$16K +$4.01K +11 +28%
BIA
861
Bell Investment Advisors
California
$14K +$16.4K +45 New
ACM
862
Advent Capital Management
New York
$13K – – –
JEST
863
JTC Employer Solutions Trustee
Jersey
$13K – – –
PCC
864
Park Circle Company
Maryland
$13K – – –
PFBT
865
Parkside Financial Bank & Trust
Missouri
$13K +$1.46K +4 +11%
SC
866
Solstein Capital
California
$12K – – –
ACM
867
Antonetti Capital Management
Florida
$12K +$14.2K +39 New
AP
868
Arlington Partners
Alabama
$11K – – –
CCM
869
Covington Capital Management
California
$11K – – –
SCA
870
Stonebridge Capital Advisors
Minnesota
$11K +$364 +1 +3%
BAM
871
Bellevue Asset Management
Washington
$10K -$3.64K -10 -25%
SBL
872
Sargent Bickham Lagudis
Colorado
$10K – – –
TFS
873
TrustCore Financial Services
Tennessee
$10K – – –
FPS
874
Fieldpoint Private Securities
Connecticut
$10K +$1.82K +5 +20%
HFM
875
Harvest Fund Management
China
$9K -$256K -702 -96%