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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
501
Valley National Advisers
Pennsylvania
$17K – – –
BIA
502
Bell Investment Advisors
California
$17K +$16.9K +335 New
RCA
503
Ranch Capital Advisors
Florida
$16K +$16.1K +319 New
AA
504
AlphaMark Advisors
Kentucky
$15K – – –
SWA
505
SOA Wealth Advisors
New York
$15K – – –
DWP
506
Destiny Wealth Partners
Florida
$15K +$15.4K +305 New
IF
507
Ironwood Financial
Arizona
$14K – – –
JMF
508
Johnson Midwest Financial
Iowa
$14K +$202 +4 +1%
CAL
509
Capital Analysts LLC
Pennsylvania
$14K +$11.3K +223 +391%
FPFS
510
First Personal Financial Services
North Carolina
$13K – – –
PWMG
511
Prestige Wealth Management Group
New Jersey
$13K – – –
AAP
512
Arax Advisory Partners
Colorado
$13K +$152 +3 +1%
CWP
513
Concord Wealth Partners
Virginia
$12K – – –
IBOK
514
Independence Bank of Kentucky
Kentucky
$12K – – –
TC
515
Truvestments Capital
Florida
$11K – – –
CFD
516
Creative Financial Designs
Indiana
$11K +$8.65K +171 +407%
ANBT
517
American National Bank & Trust
Texas
$11K +$10.9K +215 New
AW
518
Avion Wealth
Texas
$10K – – –
CAL
519
Capital Advisors Ltd
Ohio
$10K – – –
CHA
520
Carmichael Hill & Associates
Maryland
$10K – – –
SWM
521
Sugarloaf Wealth Management
Georgia
$10K – – –
FMP
522
Financial Management Professionals
Texas
$10K +$4.71K +93 +87%
EBA
523
Eagle Bay Advisors
New York
$10K +$9.61K +190 New
HFM
524
Hartford Financial Management
Connecticut
$10K +$9.61K +190 New
UFF
525
USA Financial Formulas
Michigan
$10K +$10.5K +208 New