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Name Holding Trade Value Shares
Change
Change in
Stake
KA
451
Kaizen Advisory
Illinois
$42K
RFA
452
Reilly Financial Advisors
California
$36K
RWA
453
Ropes Wealth Advisors
Massachusetts
$36K
SWP
454
Stratos Wealth Partners
Ohio
$35K -$1.31M -19,135 -98%
TC
455
Trust Company
Kansas
$35K -$32.9K -482 -50%
LNB
456
Ledyard National Bank
$35K
GP
457
Girard Partners
Pennsylvania
$33K +$31.7K +465 New
PA
458
Parallel Advisors
California
$30K
HFM
459
Hartford Financial Management
Connecticut
$29K
LGWM
460
Litman Gregory Wealth Management
California
$29K
SA
461
SRH Advisors
Kansas
$29K
AIL
462
AGF Investments LLC
Ontario, Canada
$28K -$11K -161 -29%
FHA
463
Flagship Harbor Advisors
Massachusetts
$28K -$10.2K -150 -28%
Loomis, Sayles & Company
464
Loomis, Sayles & Company
Massachusetts
$28K +$26.3K +386 New
CHP
465
Cable Hill Partners
Oregon
$27K -$819 -12 -3%
TFO
466
Tarbox Family Office
California
$27K
TDC
467
Thompson Davis & Co
Virginia
$27K
TWA
468
TCI Wealth Advisors
Arizona
$27K +$11.6K +170 +79%
FMP
469
Financial Management Professionals
Texas
$25K
KJWM
470
Kiley Juergens Wealth Management
Washington
$25K
SFSIG
471
San Francisco Sentry Investment Group
California
$25K +$7.5K +110 +47%
CTC
472
Central Trust Company
Missouri
$21K
APP
473
Avantax Planning Partners
Iowa
$19K +$17.7K +260 New
CCM
474
Cribstone Capital Management
Maine
$18K
RA
475
Rational Advisors
New York
$17K -$10.6K -155 -40%