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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Prestige Wealth Management Group
New Jersey
$53K -$14.3K -587 -22%
UFG
702
United Fire Group
Iowa
$53K – – –
Huntington National Bank
703
Huntington National Bank
Ohio
$52K -$6.81K -280 -12%
CHC
704
City Holding Co
West Virginia
$50K – – –
DOA
705
D'Orazio & Associates
Virginia
$49K – – –
CX Institutional
706
CX Institutional
Indiana
$49K +$37.5K +1,542 +377%
PP
707
PrairieView Partners
Minnesota
$48K – – –
MWC
708
MBM Wealth Consultants
Missouri
$47K -$355K -14,573 -89%
MUFG Americas
709
MUFG Americas
New York
$46K – – –
TFGT
710
TS Financial Group (TSFG)
Illinois
$45K – – –
Larson Financial Group
711
Larson Financial Group
Missouri
$42K +$35.8K +1,472 +715%
Procyon Advisors
712
Procyon Advisors
Connecticut
$41K – – –
GWMIA
713
Global Wealth Management Investment Advisory
Florida
$41K +$9.12K +375 +30%
AWM
714
AllSquare Wealth Management
New York
$38K – – –
HR
715
Howe & Rusling
New York
$35K -$49 -2 -0.1%
SCM
716
Silvant Capital Management
Georgia
$34K – – –
Citizens Financial Group
717
Citizens Financial Group
Rhode Island
$33K +$27.7K +1,137 +758%
JIR
718
James Investment Research
Ohio
$31K -$154K -6,320 -84%
SWM
719
Sugarloaf Wealth Management
Georgia
$31K – – –
HWA
720
HHM Wealth Advisors
Tennessee
$30K – – –
Apollon Wealth Management
721
Apollon Wealth Management
South Carolina
$29K +$27.5K +1,129 New
SSB
722
Sandy Spring Bank
Maryland
$27K -$146K -6,000 -85%
CFFP
723
Center for Financial Planning
Michigan
$27K – – –
Brown Brothers Harriman & Co
724
Brown Brothers Harriman & Co
New York
$26K -$28.8K -1,182 -53%
ECM
725
Estabrook Capital Management
New York
$25.6K -$2.53K -104 -9%