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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$86K +$35.6K +258 +77%
SIC
652
Salem Investment Counselors
North Carolina
$84K
AF
653
Allworth Financial
California
$84K +$20.7K +150 +35%
GRP
654
Global Retirement Partners
California
$82K -$413 -3 -0.5%
CAL
655
Capital Advisors Ltd
Ohio
$78K
PFA
656
Pathway Financial Advisors
Vermont
$74K +$70.2K +509 New
CA
657
Calton & Associates
Florida
$73K +$69.6K +505 New
DBT
658
Dubuque Bank & Trust
Iowa
$72K -$2.21K -16 -3%
CHC
659
City Holding Co
West Virginia
$72K
LF
660
Lee Financial
Texas
$72K +$3.17K +23 +5%
LIA
661
LS Investment Advisors
Michigan
$69K
AIM
662
Advantage Investment Management
Iowa
$66K +$8.41K +61 +16%
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$66K +$62.2K +451 New
CP
664
Corbenic Partners
Pennsylvania
$64K -$12.4K -90 -17%
BWP
665
Baldwin Wealth Partners
Massachusetts
$63K
RBC
666
Roble Belko & Company
Pennsylvania
$63K +$237K +1,720 New
SHJ
667
Sharkey, Howes & Javer
Colorado
$62K
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$18.9K +137 +48%
Carson Wealth (CWM LLC)
669
Carson Wealth (CWM LLC)
Nebraska
$61K -$17.1K -124 -23%
FRA
670
Front Row Advisors
California
$61K +$57.9K +420 New
TJHA
671
Thomas J. Herzfeld Advisors
Florida
$60K +$10.3K +75 +22%
JAM
672
JCIC Asset Management
Ontario, Canada
$58K
SIAS
673
Shine Investment Advisory Services
Colorado
$58K
PCM
674
Poehling Capital Management
Wisconsin
$58K +$55.1K +400 New
PG
675
Patten Group
Tennessee
$56K