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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1351
HHM Wealth Advisors
Tennessee
$72K – – –
VNA
1352
Valley National Advisers
Pennsylvania
$72K +$49.2K +816 +266%
DC
1353
DeDora Capital
California
$72K +$67.9K +1,125 New
EWM
1354
Endurance Wealth Management
Rhode Island
$71K – – –
FMP
1355
Financial Management Professionals
Texas
$71K +$3.5K +58 +5%
AP
1356
Atwood & Palmer
Missouri
$70K -$965 -16 -1%
WIM
1357
Wilen Investment Management
Florida
$70K – – –
HWA
1358
Heritage Wealth Advisors
Virginia
$70K +$60 +1 +0.1%
OSNBOA
1359
Old Second National Bank of Aurora
Illinois
$70K +$13.6K +226 +26%
AIC
1360
Archer Investment Corporation
Indiana
$69.2K – – –
OC
1361
Oakworth Capital
Alabama
$69K -$2.53K -42 -4%
AF
1362
Arrow Financial
New York
$68K -$2.77K -46 -4%
JMF
1363
Johnson Midwest Financial
Iowa
$67K -$1.39K -23 -2%
JWA
1364
JFS Wealth Advisors
Pennsylvania
$67K +$10.4K +173 +20%
AWM
1365
Avior Wealth Management
Nebraska
$66K +$4.22K +70 +7%
FWA
1366
FSC Wealth Advisors
New York
$65K -$543 -9 -0.9%
SWM
1367
Sugarloaf Wealth Management
Georgia
$65K +$181 +3 +0.3%
CFO
1368
CVA Family Office
Colorado
$65K +$18.7K +310 +44%
PCFFS
1369
Pacific Center for Financial Services
California
$64K – – –
GWS
1370
Glassman Wealth Services
Virginia
$64K +$7.96K +132 +15%
CFFP
1371
Center for Financial Planning
Michigan
$63K – – –
PMFA
1372
Plante Moran Financial Advisors
Michigan
$62K -$14.5K -241 -20%
SGAM
1373
Smith Group Asset Management
Texas
$61K +$2.9K +48 +5%
JFA
1374
JNBA Financial Advisors
Minnesota
$59K -$60 -1 -0.1%
RBC
1375
Roble Belko & Company
Pennsylvania
$58K – – –
53 54
55
56 57