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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1001
Patriot Financial Group Insurance Agency
Massachusetts
$54K -$5.66K -126 -10%
PB
1002
Pinnacle Bancorp
Nebraska
$54K -$3.68K -82 -7%
WB
1003
West Bancorporation
Iowa
$54K
SWM
1004
Sugarloaf Wealth Management
Georgia
$53K -$5.7K -127 -10%
AP
1005
Atwood & Palmer
Missouri
$52K
EWM
1006
Endurance Wealth Management
Rhode Island
$52K +$31.1K +692 +167%
EW
1007
Evoke Wealth
California
$51K +$4.54K +101 +10%
KCM
1008
Kathmere Capital Management
Pennsylvania
$51K +$48.5K +1,081 New
AIC
1009
Archer Investment Corporation
Indiana
$50.3K
HR
1010
Howe & Rusling
New York
$49K
BCA
1011
Bray Capital Advisors
Florida
$48K
FCM
1012
Firestone Capital Management
Florida
$48K
MWC
1013
MBM Wealth Consultants
Missouri
$48K
CI
1014
CX Institutional
Indiana
$47K +$26.3K +585 +143%
PG
1015
Proffitt & Goodson
Tennessee
$46K
TF
1016
Tompkins Financial
New York
$45K -$11.5K -256 -21%
PCIA
1017
Prime Capital Investment Advisors
Kansas
$44K -$23.7K -528 -3%
EI
1018
Ellevest Inc
New York
$44K -$3.68K -82 -8%
NSB
1019
Norway Savings Bank
Maine
$44K
BWM
1020
BerganKDV Wealth Management
Minnesota
$43K -$21.6K -480 -35%
SIM
1021
Sentry Investment Management
Wisconsin
$41K -$1.93M -42,897 -98%
OSNBOA
1022
Old Second National Bank of Aurora
Illinois
$41K -$5.21K -116 -12%
ACM
1023
AUA Capital Management
Pennsylvania
$41K +$10.1K +224 +35%
FHC
1024
First Horizon Corporation
Tennessee
$41K +$39.3K +875 New
APW
1025
Acima Private Wealth
Virginia
$40K -$719 -16 -2%