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Name Holding Trade Value Shares
Change
Change in
Stake
SA
401
SRH Advisors
Kansas
$24K +$23.5K +400 New
CHP
402
Cable Hill Partners
Oregon
$23K
HFM
403
Hartford Financial Management
Connecticut
$23K
PA
404
Parallel Advisors
California
$23K
CG
405
Cutler Group
California
$23K +$23.4K +398 New
TFO
406
Tarbox Family Office
California
$22K +$7.94K +135 +55%
TDC
407
Thompson Davis & Co
Virginia
$22K +$22K +375 New
FMP
408
Financial Management Professionals
Texas
$21K
VFA
409
Valeo Financial Advisors
Indiana
$19K +$59 +1 +0.3%
CTC
410
Central Trust Company
Missouri
$18K -$11.8K -200 -40%
PCM
411
Prelude Capital Management
New York
$18K +$17.6K +300 New
IWM
412
IHT Wealth Management
Illinois
$15K
SFSIG
413
San Francisco Sentry Investment Group
California
$15K
RA
414
Rational Advisors
New York
$15K +$15.1K +257 New
APP
415
Avantax Planning Partners
Iowa
$15K +$15.3K +260 New
KA
416
Kaizen Advisory
Illinois
$14K
TWA
417
TCI Wealth Advisors
Arizona
$13K +$2.23K +38 +22%
AWM
418
AllSquare Wealth Management
New York
$12K
GAM
419
Gemmer Asset Management
California
$12K
CCM
420
Cribstone Capital Management
Maine
$12K +$4.29K +73 +54%
AF
421
Advisornet Financial
Minnesota
$12K +$11.8K +200 New
FCAG
422
First Capital Advisors Group
New Jersey
$11K +$11.1K +189 New
WPA
423
West Paces Advisors
Georgia
$10.4K
FC
424
Ferris Capital
Massachusetts
$10K +$9.82K +167 New
JCM
425
Jacobi Capital Management
Pennsylvania
$10K +$9.88K +168 New