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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2326
Paloma Partners
Connecticut
$27.1K -$868 -9 -3%
ST
2327
Sageworth Trust
Pennsylvania
$27K +$1.25K +13 +5%
LOIP
2328
Live Oak Investment Partners
Texas
$25K – – –
SC
2329
Schubert & Co
Texas
$24.9K -$2.51K -26 -9%
SIC
2330
SJS Investment Consulting
Ohio
$24.4K +$2.8K +29 +12%
DMKJ
2331
David M. Knott Jr
$24K – – –
LFA
2332
Legend Financial Advisors
Pennsylvania
$23K +$21.7K +225 +1,023%
RG
2333
Retirement Group
California
$21K – – –
VCM
2334
Versant Capital Management
Arizona
$20.9K – – –
CPFP
2335
Clear Perspectives Financial Planning
Ohio
$19.7K +$20.4K +211 New
RCG
2336
Rock Creek Group
District of Columbia
$19K -$25.9K -268 -57%
LWANC
2337
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
HB
2338
Horizon Bancorp
Indiana
$19K +$19.4K +201 New
WFA
2339
West Financial Advisors
Iowa
$18.9K -$53.1K -550 -73%
FWA
2340
FSC Wealth Advisors
New York
$18.2K – – –
AFIA
2341
America First Investment Advisors
Nebraska
$18K +$18.3K +190 New
IWP
2342
IAG Wealth Partners
Wisconsin
$15.5K -$9.07K -94 -36%
FSWA
2343
Financial Synergies Wealth Advisors
Texas
$15.2K +$15.7K +163 New
CDIA
2344
Capital Directions Investment Advisors
Georgia
$14.9K +$15.4K +160 New
FFL
2345
Financial Freedom LLC
Ohio
$14.9K +$15.4K +160 New
SC
2346
Steph & Co
Wisconsin
$14K – – –
KC
2347
Kenfarb & Co
Kentucky
$13.8K – – –
CAS
2348
Coppell Advisory Solutions
Texas
$13K +$13.4K +139 New
CASC
2349
Coppell Advisory Solutions Corp
Texas
$13K +$13.4K +139 New
AWM
2350
Abound Wealth Management
Tennessee
$12.8K -$7.82K -81 -37%
92 93
94
95 96