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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
401
Freedman Financial Associates
Massachusetts
$23K +$21.5K +1,376 New
ADL
402
Asset Dedication LLC
California
$22K -$8.89K -568 -29%
CCA
403
Column Capital Advisors
Indiana
$22K -$1.22K -78 -5%
TI
404
Truehand Inc
New Hampshire
$22K
ABC
405
Associated Banc-Corp
Wisconsin
$22K +$2.63K +168 +14%
VFIC
406
Valley Forge Investment Consultants
Pennsylvania
$22K +$20.8K +1,330 New
CBT
407
CoreFirst Bank & Trust
Kansas
$22K +$21.1K +1,349 New
KAS
408
Kemnay Advisory Services
New York
$21K
AssetMark Inc
409
AssetMark Inc
California
$21K +$1.35K +86 +7%
FHC
410
First Horizon Corporation
Tennessee
$21K +$1.72K +110 +9%
COCM
411
Charter Oak Capital Management
New Hampshire
$21K +$19.9K +1,270 New
GEA
412
Glen Eagle Advisors
New Jersey
$20.8K +$4.85K +310 +33%
HFM
413
Hartford Financial Management
Connecticut
$20K
FRA
414
Front Row Advisors
California
$19K -$6.7K -428 -28%
CAM
415
CenterStar Asset Management
Illinois
$19K
CFFP
416
Center for Financial Planning
Michigan
$17K
FPS
417
Fieldpoint Private Securities
Connecticut
$17K +$15.7K +1,004 New
AWM
418
AllSquare Wealth Management
New York
$16K
TH
419
TCTC Holdings
Texas
$16K
Toronto Dominion Bank
420
Toronto Dominion Bank
Ontario, Canada
$16K
GAM
421
Gemmer Asset Management
California
$16K +$2.25K +144 +18%
HR
422
Howe & Rusling
New York
$16K +$15.3K +975 New
RCA
423
Ranch Capital Advisors
Florida
$14K
GWS
424
Glassman Wealth Services
Virginia
$14K +$4.05K +259 +42%
SC
425
Sawyer & Company
Massachusetts
$13K -$7.56K -483 -39%