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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
1601
Old Second National Bank of Aurora
Illinois
$5.04K – – –
PB
1602
Pinnacle Bancorp
Nebraska
$5.04K – – –
EWP
1603
Elevation Wealth Partners
California
$4.94K +$4.91K +392 New
MWM
1604
Mascoma Wealth Management
New Hampshire
$4.94K -$1.4K -112 -21%
ST
1605
Sageworth Trust
Pennsylvania
$4.81K +$4.78K +382 New
HF
1606
Halpern Financial
Virginia
$4.74K – – –
CCP
1607
Carmel Capital Partners
California
$4.56K +$4.53K +362 New
RWM
1608
Raffa Wealth Management
District of Columbia
$4.51K – – –
TCM
1609
TD Capital Management
Tennessee
$4.44K – – –
JGIA
1610
Jackson Grant Investment Advisers
Connecticut
$4.3K +$4.27K +341 New
WOC
1611
West Oak Capital
California
$4.09K – – –
AFS
1612
Annapolis Financial Services
Maryland
$4.02K – – –
CAL
1613
Capital Advisors Ltd
Ohio
$4K +$4.28K +342 New
FCA
1614
Fortis Capital Advisors
Kansas
$3.94K +$3.51K +280 +848%
RDFA
1615
Ritter Daniher Financial Advisory
Ohio
$3.78K -$576 -46 -13%
GWMI
1616
Guardian Wealth Management (Illinois)
Illinois
$3.53K – – –
CWM
1617
CarsonAllaria Wealth Management
Illinois
$3.46K +$50 +4 +1%
VWM
1618
Valley Wealth Managers
New Jersey
$3.15K -$35.1K -2,800 -92%
DWMG
1619
DB Wealth Management Group
California
$3.11K – – –
HCM
1620
Highlander Capital Management
New Jersey
$3K -$18.8K -1,500 -88%
CA
1621
Centerpoint Advisors
Massachusetts
$3K – – –
HFS
1622
HBC Financial Services
Washington
$3K – – –
JIR
1623
James Investment Research
Ohio
$3K – – –
RBC
1624
Roble Belko & Company
Pennsylvania
$3K – – –
TAIM
1625
TD Ameritrade Investment Management
Nebraska
$3K – – –
63 64
65
66 67