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Name Holding Trade Value Shares
Change
Change in
Stake
ME
1201
McIlrath & Eck
Washington
$14K – – –
CWP
1202
Concord Wealth Partners
Virginia
$14K +$14.6K +64 New
GC
1203
Gould Capital
Washington
$14K +$14.8K +65 New
JFA
1204
JNBA Financial Advisors
Minnesota
$13K – – –
SIS
1205
Sound Income Strategies
Florida
$13K – – –
BA
1206
Bellwether Advisors
Nebraska
$12K – – –
SN
1207
Sittner & Nelson
Oregon
$12K – – –
AA
1208
Addison Advisors
Vermont
$12K +$1.59K +7 +14%
CHA
1209
Carmichael Hill & Associates
Maryland
$11K – – –
DSC
1210
Duncker Streett & Co
Missouri
$11K – – –
EW
1211
Evoke Wealth
California
$11K – – –
NSB
1212
Norway Savings Bank
Maine
$11K – – –
CA
1213
Centerpoint Advisors
Massachusetts
$11K +$2.73K +12 +30%
DHGWA
1214
Dixon Hughes Goodman Wealth Advisors
North Carolina
$11K +$11.6K +51 New
LWA
1215
Lenox Wealth Advisors
New York
$10K -$911 -4 -8%
CCM
1216
Cribstone Capital Management
Maine
$10K – – –
AHIA
1217
Andrew Hill Investment Advisors
Florida
$10K +$10.7K +47 New
OC
1218
Oakworth Capital
Alabama
$9K – – –
WCMN
1219
Westchester Capital Management (Nebraska)
Nebraska
$9K – – –
AP
1220
Arlington Partners
Alabama
$8K -$37.6K -165 -82%
MHR
1221
Matthew Hamilton Rosenberg
$8K – – –
PWMG
1222
Prestige Wealth Management Group
New Jersey
$8K – – –
Cohen & Steers
1223
Cohen & Steers
New York
$8K +$911 +4 +12%
EWA
1224
EverSource Wealth Advisors
Alabama
$8K +$7.75K +34 New
DWA
1225
Delos Wealth Advisors
Texas
$8K +$8.43K +37 New