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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
1051
Security National Trust
West Virginia
$6K
TIM
1052
Tortoise Investment Management
New York
$6K
BWA
1053
Burt Wealth Advisors
Maryland
$6K +$6.24K +77 New
WCG
1054
Weaver Consulting Group
California
$5K
SWA
1055
Sutton Wealth Advisors
Florida
$4.32K
FBT
1056
First Bank & Trust
South Dakota
$4K
SIS
1057
Sound Income Strategies
Florida
$4K
SWM
1058
Selective Wealth Management
Virginia
$4K +$4.38K +54 New
WPA
1059
West Paces Advisors
Georgia
$3.33K
FIB
1060
First Interstate Bank
Montana
$3K -$36.8K -454 -92%
AF
1061
Allworth Financial
California
$3K
CA
1062
Centerpoint Advisors
Massachusetts
$3K
LF
1063
Lee Financial
Texas
$3K
SB
1064
Strategic Blueprint
Georgia
$3K +$3.24K +40 New
GEA
1065
Glen Eagle Advisors
New Jersey
$2.36K
FANJ
1066
Financial Architects (New Jersey)
New Jersey
$2K
PWP
1067
Personal Wealth Partners
Minnesota
$2K +$1.86K +23 New
1NWS
1068
1 North Wealth Services
Maryland
$2K +$2.27K +28 New
WWM
1069
Willingdon Wealth Management
North Carolina
$2K +$2.27K +28 New
Kayne Anderson Rudnick Investment Management
1070
Kayne Anderson Rudnick Investment Management
California
$2K +$2.43K +30 New
GWMIA
1071
Global Wealth Management Investment Advisory
Florida
$1K
NR
1072
Newfound Research
Massachusetts
$1K
NSB
1073
Norway Savings Bank
Maine
$1K
BC
1074
Barnett & Company
Tennessee
$1K +$1.46K +18 New
KWA
1075
KCS Wealth Advisory
California
$665 +$648 +8 New