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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
551
Arax Advisory Partners
Colorado
$14K +$159 +3 +1%
ADL
552
Asset Dedication LLC
California
$13K -$13.3K -251 -51%
ANBT
553
American National Bank & Trust
Texas
$12K
CFD
554
Creative Financial Designs
Indiana
$12K +$106 +2 +0.9%
CWM
555
Cedar Wealth Management
California
$12K +$11.2K +212 New
GA
556
GoalVest Advisory
New York
$12K +$11.4K +215 New
CNBTD
557
Citizens National Bank Trust Department
Mississippi
$11K -$11.3K -213 -50%
AW
558
Avion Wealth
Texas
$11K
CAL
559
Capital Advisors Ltd
Ohio
$11K
CHA
560
Carmichael Hill & Associates
Maryland
$11K
SWM
561
Sugarloaf Wealth Management
Georgia
$11K
ARIS
562
Advanced Research Investment Solutions
California
$10K -$21.8K -411 -69%
MIM
563
Macroview Investment Management
Maryland
$10K
GWS
564
Glassman Wealth Services
Virginia
$10K +$106 +2 +1%
AFG
565
Albion Financial Group
Utah
$10K +$9.76K +184 New
OSNBOA
566
Old Second National Bank of Aurora
Illinois
$10K +$9.92K +187 New
CSB
567
City State Bank
Iowa
$9K
ME
568
McIlrath & Eck
Washington
$9K
MA
569
Montag & Associates
Georgia
$9K
SC
570
Solstein Capital
California
$9K
SAM
571
Strategic Asset Management
Minnesota
$9K
WAS
572
Winch Advisory Services
Wisconsin
$9K +$106 +2 +1%
CP
573
Castleview Partners
Texas
$9K +$8.96K +169 New
ASBI
574
American State Bank (Iowa)
Iowa
$8.71K
WBC
575
West Branch Capital
Massachusetts
$8K -$9.33K -176 -56%