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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2276
Roble Belko & Company
Pennsylvania
$14K – – –
SC
2277
Steph & Co
Wisconsin
$14K – – –
PWP
2278
Personal Wealth Partners
Minnesota
$14K +$13.5K +242 New
RIM
2279
Rockbridge Investment Management
New York
$13K – – –
CAM
2280
ClariVest Asset Management
California
$13K +$671 +12 +6%
RG
2281
Retirement Group
California
$12K -$26.9K -481 -70%
TVWM
2282
Tower View Wealth Management
Wisconsin
$12K – – –
PFA
2283
Professional Financial Advisors
Nebraska
$12K +$12.1K +216 New
PP
2284
PrairieView Partners
Minnesota
$11K -$1.12K -20 -9%
MWA
2285
Moser Wealth Advisors
Washington
$11K – – –
POIA
2286
Pin Oak Investment Advisors
Texas
$10K – – –
MS
2287
Mizuho Securities
Japan
$10K +$56 +1 +0.6%
FMB
2288
Field & Main Bank
Kentucky
$9K +$8.39K +150 New
AIA
2289
Arcadia Investment Advisors
Idaho
$7.64K – – –
LFG
2290
Larson Financial Group
Missouri
$7K -$1.17K -21 -15%
EAM
2291
Eukles Asset Management
Ohio
$7K – – –
TJHA
2292
Thomas J. Herzfeld Advisors
Florida
$7K – – –
BC
2293
Burleson & Co
California
$6K – – –
GA
2294
GoalVest Advisory
New York
$6K +$3.24K +58 +121%
SMG
2295
Spectrum Management Group
Indiana
$5K -$54.2K -970 -92%
AFG
2296
Albion Financial Group
Utah
$5K +$5.26K +94 New
MFG
2297
Monumental Financial Group
Maryland
$5K +$5.37K +96 New
CMBA
2298
C.M. Bidwell & Associates
Hawaii
$4K – – –
JPLA
2299
Joseph P. Lucia & Associates
New York
$4K – – –
ST
2300
Sageworth Trust
Pennsylvania
$4K – – –