Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1351
Independence Bank of Kentucky
Kentucky
$72K -$9.65K -160 -12%
HWA
1352
HHM Wealth Advisors
Tennessee
$72K – – –
VNA
1353
Valley National Advisers
Pennsylvania
$72K +$49.2K +816 +266%
DC
1354
DeDora Capital
California
$72K +$67.9K +1,125 New
EWM
1355
Endurance Wealth Management
Rhode Island
$71K – – –
FMP
1356
Financial Management Professionals
Texas
$71K +$3.5K +58 +5%
AP
1357
Atwood & Palmer
Missouri
$70K -$965 -16 -1%
WIM
1358
Wilen Investment Management
Florida
$70K – – –
HWA
1359
Heritage Wealth Advisors
Virginia
$70K +$60 +1 +0.1%
OSNBOA
1360
Old Second National Bank of Aurora
Illinois
$70K +$13.6K +226 +26%
AIC
1361
Archer Investment Corporation
Indiana
$69.2K – – –
OC
1362
Oakworth Capital
Alabama
$69K -$2.53K -42 -4%
AF
1363
Arrow Financial
New York
$68K -$2.77K -46 -4%
JMF
1364
Johnson Midwest Financial
Iowa
$67K -$1.39K -23 -2%
JWA
1365
JFS Wealth Advisors
Pennsylvania
$67K +$10.4K +173 +20%
AWM
1366
Avior Wealth Management
Nebraska
$66K +$4.22K +70 +7%
FWA
1367
FSC Wealth Advisors
New York
$65K -$543 -9 -0.9%
SWM
1368
Sugarloaf Wealth Management
Georgia
$65K +$181 +3 +0.3%
CFO
1369
CVA Family Office
Colorado
$65K +$18.7K +310 +44%
PCFFS
1370
Pacific Center for Financial Services
California
$64K – – –
GWS
1371
Glassman Wealth Services
Virginia
$64K +$7.96K +132 +15%
CFFP
1372
Center for Financial Planning
Michigan
$63K – – –
PMFA
1373
Plante Moran Financial Advisors
Michigan
$62K -$14.5K -241 -20%
SGAM
1374
Smith Group Asset Management
Texas
$61K +$2.9K +48 +5%
JFA
1375
JNBA Financial Advisors
Minnesota
$59K -$60 -1 -0.1%