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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Accel Wealth Management
Iowa
$65K -$5.46K -105 -8%
PK
752
Pflug Koory
Nebraska
$65K – – –
FF
753
FourThought Financial
Florida
$63K – – –
MHR
754
Matthew Hamilton Rosenberg
$62K +$33.3K +640 +132%
DHGWA
755
Dixon Hughes Goodman Wealth Advisors
North Carolina
$61K +$57.8K +1,111 New
VNA
756
Valley National Advisers
Pennsylvania
$60K -$1.56K -30 -3%
LC
757
Lindbrook Capital
California
$58K -$1.09K -21 -2%
AWA
758
Amplius Wealth Advisors
Pennsylvania
$58K +$54.9K +1,056 New
GFPC
759
Global Financial Private Client
Florida
$56.2K – – –
JFA
760
JNBA Financial Advisors
Minnesota
$56K +$18K +346 +52%
AIM
761
Anchor Investment Management
South Carolina
$52.9K -$11.7K -224 -19%
BAM
762
Bellevue Asset Management
Washington
$51K – – –
PGAM
763
Princeton Global Asset Management
New Jersey
$51K – – –
HWA
764
HHM Wealth Advisors
Tennessee
$49K – – –
RIA
765
Richwood Investment Advisors
Ohio
$49K +$46.4K +892 New
PCG
766
Private Capital Group
Connecticut
$48K -$4.58K -88 -9%
WFS
767
Widmann Financial Services
Maryland
$48K +$45.5K +875 New
KFI
768
Key Financial Inc
Pennsylvania
$47K – – –
TH
769
TCTC Holdings
Texas
$45K – – –
TLCM
770
Twin Lakes Capital Management
California
$45K – – –
PCC
771
Park Circle Company
Maryland
$44K – – –
CT
772
Cambridge Trust
Massachusetts
$44K +$40.7K +783 New
NF
773
Norwood Financial
Pennsylvania
$44K +$41.6K +800 New
SC
774
SouthState Corp
Florida
$43K – – –
CFD
775
Creative Financial Designs
Indiana
$42K -$12.5K -240 -24%