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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1026
Lowe Wealth Advisors
Maryland
$18K – – –
CFD
1027
Creative Financial Designs
Indiana
$18K +$971 +109 +5%
KCM
1028
Karp Capital Management
California
$18K +$20.8K +2,335 New
PWMG
1029
Prestige Wealth Management Group
New Jersey
$18K +$21.4K +2,398 New
BCA
1030
Berman Capital Advisors
Georgia
$18K +$21.6K +2,423 New
SFG
1031
SevenBridge Financial Group
Pennsylvania
$17K -$28.6K -3,204 -59%
CB
1032
Community Bank
New York
$17K -$17.8K -2,000 -47%
BC
1033
Bartlett & Co
Ohio
$17K – – –
BCWM
1034
Bartlett & Co Wealth Management
Ohio
$16.7K – – –
Fidelity International
1035
Fidelity International
Bermuda
$16K – – –
DOA
1036
D'Orazio & Associates
Virginia
$16K +$294 +33 +2%
RTC
1037
Riverview Trust Company
Washington
$16K +$18.8K +2,105 New
LFG
1038
Larson Financial Group
Missouri
$16K +$19.1K +2,139 New
MFBTD
1039
MB Financial Bank - Trust Department
Illinois
$15K -$4.46K -500 -20%
FCMT
1040
Founders Capital Management (Texas)
Texas
$15K – – –
IWMA
1041
Ironwood Wealth Management (Arizona)
Arizona
$15K – – –
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
WCM
1043
WealthBridge Capital Management
Ohio
$15K +$17K +1,911 New
FFW
1044
Fusion Family Wealth
New York
$14K – – –
AAP
1045
Arax Advisory Partners
Colorado
$14K +$80 +9 +0.5%
ST
1046
Smithfield Trust
Pennsylvania
$14K +$900 +101 +6%
TC
1047
Trust Company
Kansas
$13K -$12.1K -1,355 -44%
CB
1048
CNB Bank
Pennsylvania
$13K -$8.91K -1,000 -37%
EARNEST Partners
1049
EARNEST Partners
Georgia
$13K – – –
WTC
1050
WhitTier Trust Company
Nevada
$12K -$7.01K -787 -34%