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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
1701
Ritter Daniher Financial Advisory
Ohio
$63.8K – – –
FC
1702
Financial Consulate
Maryland
$63.8K +$8.41K +18 +17%
SIC
1703
SJS Investment Consulting
Ohio
$62.3K +$7.48K +16 +15%
PWMG
1704
Private Wealth Management Group
New Jersey
$61.8K – – –
HNW
1705
High Note Wealth
Minnesota
$61.3K +$4.21K +9 +8%
HB
1706
Horizon Bancorp
Indiana
$60K – – –
NFSG
1707
Newbridge Financial Services Group
Florida
$59.5K +$12.6K +27 +30%
WIM
1708
Westside Investment Management
California
$59.4K – – –
RBC
1709
Roble Belko & Company
Pennsylvania
$59K +$467 +1 +0.9%
SOS
1710
Silver Oak Securities
Tennessee
$56.7K -$69.2K -148 -57%
CPG
1711
Cornerstone Planning Group
New Jersey
$56.6K -$1.87K -4 -4%
PMFA
1712
Plante Moran Financial Advisors
Michigan
$56.1K +$3.74K +8 +8%
B
1713
Bayban
Minnesota
$55.1K +$50.5K +108 New
LI
1714
LRI Investments
Florida
$54.1K -$79K -169 -61%
SA
1715
Strategic Advocates
Utah
$51.4K – – –
WA
1716
WPG Advisers
Maryland
$51K -$1.87K -4 -4%
APW
1717
Atlantic Private Wealth
North Carolina
$51K – – –
SWA
1718
SOA Wealth Advisors
New York
$50.8K +$7.01K +15 +18%
AA
1719
Addison Advisors
Vermont
$50K +$19.2K +41 +72%
FFO
1720
Fortitude Family Office
Arizona
$49.5K – – –
GW&K Investment Management
1721
GW&K Investment Management
Massachusetts
$49K – – –
OCM
1722
Osterweis Capital Management
California
$48.5K – – –
QA
1723
Quattro Advisors
Pennsylvania
$48.2K +$43.9K +94 New
S
1724
Sachetta
Massachusetts
$48K – – –
BTD
1725
BankPlus Trust Department
Mississippi
$48K – – –