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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
551
Prestige Wealth Management Group
New Jersey
$14K +$53 +1 +0.4%
AAP
552
Arax Advisory Partners
Colorado
$14K +$159 +3 +1%
ADL
553
Asset Dedication LLC
California
$13K -$13.3K -251 -51%
ANBT
554
American National Bank & Trust
Texas
$12K – – –
CFD
555
Creative Financial Designs
Indiana
$12K +$106 +2 +0.9%
CWM
556
Cedar Wealth Management
California
$12K +$11.2K +212 New
GA
557
GoalVest Advisory
New York
$12K +$11.4K +215 New
CNBTD
558
Citizens National Bank Trust Department
Mississippi
$11K -$11.3K -213 -50%
AW
559
Avion Wealth
Texas
$11K – – –
CAL
560
Capital Advisors Ltd
Ohio
$11K – – –
CHA
561
Carmichael Hill & Associates
Maryland
$11K – – –
SWM
562
Sugarloaf Wealth Management
Georgia
$11K – – –
ARIS
563
Advanced Research Investment Solutions
California
$10K -$21.8K -411 -69%
MIM
564
Macroview Investment Management
Maryland
$10K – – –
GWS
565
Glassman Wealth Services
Virginia
$10K +$106 +2 +1%
AFG
566
Albion Financial Group
Utah
$10K +$9.76K +184 New
OSNBOA
567
Old Second National Bank of Aurora
Illinois
$10K +$9.92K +187 New
CSB
568
City State Bank
Iowa
$9K – – –
ME
569
McIlrath & Eck
Washington
$9K – – –
MA
570
Montag & Associates
Georgia
$9K – – –
SC
571
Solstein Capital
California
$9K – – –
SAM
572
Strategic Asset Management
Minnesota
$9K – – –
WAS
573
Winch Advisory Services
Wisconsin
$9K +$106 +2 +1%
CP
574
Castleview Partners
Texas
$9K +$8.96K +169 New
ASBI
575
American State Bank (Iowa)
Iowa
$8.71K – – –