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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
826
Asset Dedication LLC
California
$15K -$442 -8 -3%
CB
827
CNB Bank
Pennsylvania
$15K – – –
RG
828
Retirement Group
California
$15K – – –
WB
829
Webster Bank
Connecticut
$15K – – –
IFAM
830
Institutional & Family Asset Management
Colorado
$15K +$55 +1 +0.4%
CA
831
Crewe Advisors
Utah
$14K – – –
CCM
832
Chilton Capital Management
Texas
$14K +$13.9K +252 New
WSCM
833
Wellington Shields Capital Management
New York
$13K – – –
LFG
834
Larson Financial Group
Missouri
$13K +$110 +2 +0.9%
BEI
835
Benjamin Edwards Inc
Missouri
$13K +$166 +3 +1%
SC
836
Schubert & Co
Texas
$13K +$13.1K +238 New
GTAM
837
Global Trust Asset Management
Florida
$12K – – –
HCM
838
Highlander Capital Management
New Jersey
$12K – – –
HS
839
Horan Securities
United States
$12K +$2.21K +40 +20%
AWM
840
Avondale Wealth Management
Texas
$11K – – –
CFO
841
CVA Family Office
Colorado
$11K – – –
EWM
842
Evermay Wealth Management
Virginia
$11K – – –
FPFS
843
First Personal Financial Services
North Carolina
$11K – – –
WAM
844
Worth Asset Management
Texas
$11K – – –
ANBT
845
American National Bank & Trust
Texas
$11K +$11.2K +202 New
AW
846
Avion Wealth
Texas
$10K -$1.38K -25 -13%
CCA
847
Column Capital Advisors
Indiana
$10K – – –
NIC
848
Northwest Investment Counselors
Oregon
$10K +$9.83K +178 New
SC
849
Stephens Consulting
Michigan
$9.36K – – –
GA
850
GoalVest Advisory
New York
$9K – – –