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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1526
Financial Management Professionals
Texas
$28K +$16K +81 +117%
FNBOSM
1527
First National Bank of South Miami
Florida
$27K – – –
HFS
1528
HBC Financial Services
Washington
$27K – – –
FP
1529
Financial Perspectives
Minnesota
$26.2K – – –
TSW
1530
Thompson Siegel & Walmsley
Virginia
$26K – – –
AWM
1531
Avior Wealth Management
Nebraska
$26K +$22.1K +112 +431%
WAM
1532
Worth Asset Management
Texas
$26K +$31.8K +161 New
MIFH
1533
Migdal Insurance & Financial Holdings
Israel
$23K -$15.4K -78 -40%
FAG
1534
Fortitude Advisory Group
Washington
$23K – – –
FFC
1535
First Financial Corp
Indiana
$21K – – –
HWM
1536
Holloway Wealth Management
Florida
$21K – – –
RIM
1537
Rockbridge Investment Management
New York
$20.8K – – –
IRAG
1538
Investment Research & Advisory Group
Georgia
$20K – – –
SC
1539
Seldon Capital
California
$20K – – –
SQA
1540
Simon Quick Advisors
New Jersey
$20K +$791 +4 +4%
CJL
1541
Cyrus J. Lawrence
New York
$20K +$21.4K +108 New
HI
1542
Hudock Inc
Pennsylvania
$19K -$3.16K -16 -14%
CHA
1543
Carmichael Hill & Associates
Maryland
$19K +$9.88K +50 +100%
APC
1544
Aspire Private Capital
North Carolina
$18K -$7.91K -40 -30%
SFCL
1545
Strengthening Families & Communities LLC
Massachusetts
$18K +$19K +96 New
JWM
1546
Janiczek Wealth Management
Colorado
$17K -$12.1K -61 -40%
TFP
1547
Tilia Fiduciary Partners
North Carolina
$17K – – –
WB
1548
Webster Bank
Connecticut
$17K – – –
TVWM
1549
Tower View Wealth Management
Wisconsin
$17K +$198 +1 +1%
CWM
1550
Curi Wealth Management
North Carolina
$16K -$2.57K -13 -13%