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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
851
Lowe Wealth Advisors
Maryland
$152K
SFP
852
Sterling Financial Planning
New Jersey
$152K
WQ
853
Wealth Quarterback
New Jersey
$147K -$9.01K -51 -6%
LPIC
854
LeJeune Puetz Investment Counsel
Michigan
$146K
IAM
855
Infusive Asset Management
New York
$137K -$4.59K -26 -3%
KTC
856
Kistler-Tiffany Companies
Pennsylvania
$135K
PO
857
Private Ocean
California
$135K
MCM
858
MV Capital Management
Maryland
$134K +$2.83K +16 +2%
PCG
859
Private Capital Group
Connecticut
$130K -$2.12K -12 -2%
FF
860
FourThought Financial
Florida
$130K +$30.4K +172 +29%
BAM
861
Bellevue Asset Management
Washington
$129K
CT
862
Clearstead Trust
Maine
$129K +$134K +760 New
NIM
863
NuWave Investment Management
New Jersey
$128K +$134K +756 New
BFEC
864
Benjamin F. Edwards & Company
Missouri
$123K -$353 -2 -0.3%
SNT
865
Security National Trust
West Virginia
$122K
AIL
866
AGF Investments LLC
Ontario, Canada
$117K +$122K +689 New
JWA
867
JFS Wealth Advisors
Pennsylvania
$114K -$134K -758 -53%
NR
868
Newfound Research
Massachusetts
$113K +$23.3K +132 +25%
TFS
869
TrustCore Financial Services
Tennessee
$113K +$91.7K +519 +344%
SIC
870
Salem Investment Counselors
North Carolina
$109K
APP
871
Alpha Paradigm Partners
Illinois
$108K +$113K +638 New
PFSC
872
Peoples Financial Services Corp
Pennsylvania
$106K
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K
CA
874
Clearstead Advisors
Ohio
$105K +$2.12K +12 +2%
IBOK
875
Independence Bank of Kentucky
Kentucky
$104K -$8.84K -50 -8%