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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
876
City State Bank
Iowa
$27K – – –
HDIM
877
Hanson & Doremus Investment Management
Vermont
$27K – – –
SC
878
Steph & Co
Wisconsin
$27K – – –
CWP
879
Concord Wealth Partners
Virginia
$25K -$4.89K -17 -16%
SWA
880
SOA Wealth Advisors
New York
$23K -$112K -389 -82%
CWC
881
Carolinas Wealth Consulting
North Carolina
$21K – – –
NC
882
NewSquare Capital
Pennsylvania
$20K – – –
ODG
883
O'Dell Group
Ohio
$18K -$16.7K -58 -46%
Jones Financial Companies
884
Jones Financial Companies
Missouri
$18K -$2.59K -9 -12%
BWP
885
Baldwin Wealth Partners
Massachusetts
$18K – – –
TCOV
886
Trust Company of Vermont
Vermont
$18K +$19.3K +67 New
ANBT
887
American National Bank & Trust
Texas
$17K – – –
WAM
888
Worth Asset Management
Texas
$17K – – –
SC
889
SouthState Corp
Florida
$16K +$17.2K +60 New
SIA
890
Sit Investment Associates
Minnesota
$15K – – –
BIA
891
Bell Investment Advisors
California
$15K +$15.5K +54 New
CYG
892
Clean Yield Group
Vermont
$14K – – –
RDFA
893
Ritter Daniher Financial Advisory
Ohio
$14K – – –
NFSG
894
Newbridge Financial Services Group
Florida
$13K – – –
FMP
895
Financial Management Professionals
Texas
$13K +$10.3K +36 +327%
SBL
896
Sargent Bickham Lagudis
Colorado
$13K +$14.4K +50 New
JWM
897
Janiczek Wealth Management
Colorado
$12K -$1.44K -5 -11%
JFA
898
JNBA Financial Advisors
Minnesota
$12K – – –
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
TF
900
TimeScale Financial
Massachusetts
$12K – – –