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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
476
Consolidated Planning Corp
Georgia
$59K +$62K +945 New
ST
477
Smithfield Trust
Pennsylvania
$58K
GI
478
Gradient Investments
Minnesota
$57K -$2.62K -40 -4%
DAC
479
Dividend Assets Capital
South Carolina
$57K
JCM
480
Jacobi Capital Management
Pennsylvania
$57K +$10.6K +161 +21%
CHC
481
City Holding Co
West Virginia
$56K -$656 -10 -1%
PB
482
Pinnacle Bancorp
Nebraska
$55K -$1.84K -28 -3%
DWP
483
Destiny Wealth Partners
Florida
$54K +$57K +870 New
Jones Financial Companies
484
Jones Financial Companies
Missouri
$53K -$10.9K -167 -16%
DAM
485
Delta Asset Management
Tennessee
$49K
VCM
486
Vigilant Capital Management
Maine
$48K +$4.85K +74 +11%
ZB
487
Zions Bancorporation
Utah
$48K +$39.4K +601 +343%
WTC
488
WhitTier Trust Company
Nevada
$45K
WFA
489
West Financial Advisors
Iowa
$42K
AP
490
Atwood & Palmer
Missouri
$42K +$66 +1 +0.1%
POIA
491
Pin Oak Investment Advisors
Texas
$41K +$43.3K +660 New
HWA
492
Heritage Wealth Advisors
Virginia
$40.9K -$19K -290 -31%
WT
493
Washington Trust
Rhode Island
$40K +$22.9K +349 +117%
KFI
494
Key Financial Inc
Pennsylvania
$37K
MRCM
495
M&R Capital Management
New Jersey
$37K
PCFFS
496
Pacific Center for Financial Services
California
$37K
BCA
497
Berman Capital Advisors
Georgia
$37K +$3.08K +47 +9%
IBOK
498
Independence Bank of Kentucky
Kentucky
$35K
TWM
499
Tradition Wealth Management
Minnesota
$34K
MSFP
500
Mark Sheptoff Financial Planning
Connecticut
$33K