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Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1276
Financial Enhancement Group
Indiana
$33K – – –
AAP
1277
Arax Advisory Partners
Colorado
$32K +$3.55K +15 +13%
OIA
1278
OneDigital Investment Advisors
Kansas
$31K -$8.28K -35 -22%
IP
1279
Isthmus Partners
Wisconsin
$30K – – –
AIM
1280
Advantage Investment Management
Iowa
$30K +$1.18K +5 +4%
GWS
1281
Glassman Wealth Services
Virginia
$30K +$20.8K +88 +267%
KPCM
1282
Kings Point Capital Management
New York
$30K +$29.6K +125 New
VCM
1283
Versant Capital Management
Arizona
$27K – – –
BFC
1284
Bedel Financial Consulting
Indiana
$27K +$26.5K +112 New
NCM
1285
New Capital Management
Texas
$25K – – –
TCM
1286
TD Capital Management
Tennessee
$25K – – –
ME
1287
McIlrath & Eck
Washington
$25K +$18.9K +80 +381%
RFWA
1288
RPg Family Wealth Advisory
Massachusetts
$24.4K – – –
AWM
1289
Avior Wealth Management
Nebraska
$24K -$2.6K -11 -10%
LF
1290
Lee Financial
Texas
$24K -$237 -1 -1%
KC
1291
KHP Capital
Oklahoma
$24K – – –
MSFP
1292
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
PCM
1293
Peak Capital Management
Colorado
$24K +$23.7K +100 New
AIS
1294
AlphaOne Investment Services
Pennsylvania
$23K -$417K -1,761 -95%
SFG
1295
SevenBridge Financial Group
Pennsylvania
$23K – – –
CB
1296
CNB Bank
Pennsylvania
$22K – – –
HL
1297
Harding Loevner
New Jersey
$22K – – –
HIIFS
1298
Harel Insurance Investments & Financial Services
Israel
$22K – – –
IAS
1299
IMA Advisory Services
Colorado
$21K +$20.6K +87 New
CT
1300
Clearstead Trust
Maine
$20K +$18.9K +80 New