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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2376
Planning Directions
Pennsylvania
$883K +$2.67K +7 +0.3%
IBOK
2377
Independence Bank of Kentucky
Kentucky
$882K -$179K -470 -18%
OA
2378
Oxbow Advisors
Texas
$881K +$187K +492 +30%
SFP
2379
Sandbox Financial Partners
Maryland
$881K +$357K +939 +79%
AIA
2380
Allied Investment Advisors
Montana
$880K -$33.9K -89 -4%
VC
2381
Veracity Capital
Georgia
$880K -$14.5K -38 -2%
GLLW
2382
Graves Light Lenhart Wealth
Virginia
$879K +$39.6K +104 +5%
HIG
2383
Heritage Investment Group
Florida
$878K +$805K +2,115 New
GFP
2384
Gryphon Financial Partners
Ohio
$876K +$5.71K +15 +0.7%
SFI
2385
SPC Financial Inc
Maryland
$872K +$21.3K +56 +3%
BFA
2386
Beacon Financial Advisory
Ohio
$871K +$63.2K +166 +9%
PAM
2387
Paradigm Asset Management
New York
$867K – – –
PRC
2388
Pearl River Capital
Michigan
$867K +$795K +2,088 New
CWM
2389
CCG Wealth Management
California
$866K +$7.61K +20 +1%
CL
2390
COWA LLC
Oklahoma
$865K – – –
DWM
2391
Drive Wealth Management
Utah
$865K +$793K +2,083 New
SHJ
2392
Sharkey, Howes & Javer
Colorado
$863K +$381 +1 +0%
HC
2393
Hamilton Capital
Ohio
$862K +$494K +1,298 +166%
EBA
2394
Eagle Bay Advisors
New York
$859K -$171K -448 -18%
CFA
2395
Capstone Financial Advisors
Illinois
$856K -$150K -395 -16%
AA
2396
Apriem Advisors
California
$856K +$9.52K +25 +1%
WOSD
2397
WFA of San Diego
California
$851K -$11.8K -31 -1%
NF
2398
NTB Financial
Colorado
$850K +$779K +2,047 New
VC
2399
Vicus Capital
Pennsylvania
$850K +$942K +2,475 New
DWM
2400
Defined Wealth Management
Oregon
$848K – – –
94 95
96
97 98