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Name Holding Trade Value Shares
Change
Change in
Stake
LPP
551
Life Planning Partners
Florida
$13K +$12.8K +250 New
RIA
552
Richwood Investment Advisors
Ohio
$13K +$12.8K +250 New
TSWM
553
Tyler-Stone Wealth Management
Ohio
$13K +$12.8K +250 New
IBOK
554
Independence Bank of Kentucky
Kentucky
$12K
CT
555
Cambridge Trust
Massachusetts
$12K +$12.2K +238 New
ANBT
556
American National Bank & Trust
Texas
$11K
CAL
557
Capital Advisors Ltd
Ohio
$11K
CFD
558
Creative Financial Designs
Indiana
$11K
TC
559
Truvestments Capital
Florida
$11K
CA
560
Centerpoint Advisors
Massachusetts
$11K +$10.5K +205 New
AW
561
Avion Wealth
Texas
$10K
CHA
562
Carmichael Hill & Associates
Maryland
$10K
FMP
563
Financial Management Professionals
Texas
$10K
SWM
564
Sugarloaf Wealth Management
Georgia
$10K
GWS
565
Glassman Wealth Services
Virginia
$10K +$2.5K +49 +36%
MIM
566
Macroview Investment Management
Maryland
$10K +$9.46K +185 New
CA
567
Cornerstone Advisory
Maryland
$10K +$10.2K +200 New
SAM
568
Strategic Asset Management
Minnesota
$9K
HFS
569
Hantz Financial Services
Michigan
$9K +$8.38K +164 New
ASBI
570
American State Bank (Iowa)
Iowa
$8.17K
NFG
571
Next Financial Group
Texas
$8K -$11.6K -227 -61%
ME
572
McIlrath & Eck
Washington
$8K
MA
573
Montag & Associates
Georgia
$8K
SC
574
Solstein Capital
California
$8K
WAS
575
Winch Advisory Services
Wisconsin
$8K