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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
551
Prestige Wealth Management Group
New Jersey
$13K – – –
AAP
552
Arax Advisory Partners
Colorado
$13K +$102 +2 +0.8%
LPP
553
Life Planning Partners
Florida
$13K +$12.8K +250 New
RIA
554
Richwood Investment Advisors
Ohio
$13K +$12.8K +250 New
TSWM
555
Tyler-Stone Wealth Management
Ohio
$13K +$12.8K +250 New
IBOK
556
Independence Bank of Kentucky
Kentucky
$12K – – –
CT
557
Cambridge Trust
Massachusetts
$12K +$12.2K +238 New
ANBT
558
American National Bank & Trust
Texas
$11K – – –
CAL
559
Capital Advisors Ltd
Ohio
$11K – – –
CFD
560
Creative Financial Designs
Indiana
$11K – – –
TC
561
Truvestments Capital
Florida
$11K – – –
CA
562
Centerpoint Advisors
Massachusetts
$11K +$10.5K +205 New
AW
563
Avion Wealth
Texas
$10K – – –
CHA
564
Carmichael Hill & Associates
Maryland
$10K – – –
FMP
565
Financial Management Professionals
Texas
$10K – – –
SWM
566
Sugarloaf Wealth Management
Georgia
$10K – – –
GWS
567
Glassman Wealth Services
Virginia
$10K +$2.5K +49 +36%
MIM
568
Macroview Investment Management
Maryland
$10K +$9.46K +185 New
CA
569
Cornerstone Advisory
Maryland
$10K +$10.2K +200 New
SAM
570
Strategic Asset Management
Minnesota
$9K – – –
HFS
571
Hantz Financial Services
Michigan
$9K +$8.38K +164 New
ASBI
572
American State Bank (Iowa)
Iowa
$8.17K – – –
NFG
573
Next Financial Group
Texas
$8K -$11.6K -227 -61%
ME
574
McIlrath & Eck
Washington
$8K – – –
MA
575
Montag & Associates
Georgia
$8K – – –