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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2076
Legend Financial Advisors
Pennsylvania
$985K +$11.2K +120 +1%
CB
2077
CNB Bank
Pennsylvania
$985K +$44.7K +480 +5%
PFA
2078
Pure Financial Advisors
California
$983K -$449K -4,820 -32%
PP
2079
PDS Planning
Ohio
$979K +$44.7K +480 +5%
AF
2080
Allworth Financial
California
$977K +$33.5K +360 +4%
CWA
2081
Clarus Wealth Advisors
Arizona
$972K +$16.8K +180 +2%
DDPIC
2082
Deroy & Devereaux Private Investment Counsel
Michigan
$970K -$26.1K -280 -3%
SFSG
2083
Stearns Financial Services Group
North Carolina
$970K -$5.59K -60 -0.6%
FA
2084
Fortis Advisors
Pennsylvania
$970K – – –
KA
2085
Klingman & Associates
New York
$970K – – –
RWM
2086
Ritholtz Wealth Management
New York
$964K +$138K +1,480 +17%
SWRP
2087
Summit Wealth & Retirement Planning
California
$962K -$395K -4,240 -29%
BCM
2088
Brasada Capital Management
Texas
$962K +$11.2K +120 +1%
LB
2089
Landmark Bank
Missouri
$960K +$41K +440 +5%
CIC
2090
Cornercap Investment Counsel
Georgia
$958K +$26.1K +280 +3%
MSA
2091
Marino Stram & Associates
Massachusetts
$951K – – –
CC
2092
Cedar Capital
Illinois
$947K -$823K -8,840 -47%
AAIM
2093
American Assets Investment Management
California
$947K – – –
PCR
2094
Potrero Capital Research
California
$947K – – –
SIGI
2095
Susquehanna International Group (Ireland)
Ireland
$947K – – –
WAM
2096
Westport Asset Management
Connecticut
$947K – – –
CHA
2097
Cooper/Haims Advisors
New York
$941K – – –
WAAG
2098
Wealth Alliance Advisory Group
Kansas
$940K +$186K +2,000 +27%
MFP
2099
Meridian Financial Partners
Virginia
$938K -$9.31K -100 -1%
SRC
2100
Shufro Rose & Co
New York
$937K +$93.2K +1,000 +11%
82 83
84
85 86