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Name Holding Trade Value Shares
Change
Change in
Stake
PPC
2476
Park Place Capital
Alabama
$176K +$8.87K +199 +5%
KWAG
2477
Kiely Wealth Advisory Group
North Carolina
$170K – – –
MSFP
2478
Mark Sheptoff Financial Planning
Connecticut
$168K +$13.4K +300 +9%
SAG
2479
Spotlight Asset Group
Illinois
$166K -$53.5K -1,200 -24%
LFA
2480
LGT Financial Advisors
Texas
$165K -$21.3K -478 -11%
CFS
2481
CGC Financial Services
Oregon
$163K -$4.46K -100 -3%
CAM
2482
Clarity Asset Management
Iowa
$163K +$45 +1 +0%
AssetMark Inc
2483
AssetMark Inc
California
$162K -$97.4K -2,185 -37%
VCM
2484
Versant Capital Management
Arizona
$160K -$80.2K -1,801 -33%
MSG
2485
Main Street Group
Virginia
$159K -$1.83K -41 -1%
BC
2486
Barrett & Company
Rhode Island
$159K -$2.85K -64 -2%
HB
2487
Horizon Bancorp
Indiana
$158K – – –
JEST
2488
JTC Employer Solutions Trustee
Jersey
$158K – – –
BCMLT
2489
Beacon Capital Management LLC (Tennessee)
Tennessee
$157K +$7.4K +166 +5%
AA
2490
AlphaMark Advisors
Kentucky
$156K +$44.6K +1,000 +39%
CMP
2491
Coston McIsaac & Partners
Maine
$155K -$11.2K -252 -7%
FUBT
2492
First United Bank & Trust
Maryland
$153K -$21.4K -480 -12%
FMP
2493
Financial Management Professionals
Texas
$151K +$1.34K +30 +0.9%
HGERS
2494
Householder Group Estate & Retirement Specialist
Arizona
$151K -$9.31K -209 -6%
OP
2495
ORG Partners
Indiana
$150K -$1.17M -26,363 -89%
NF
2496
Norwood Financial
Pennsylvania
$147K -$3.39K -76 -2%
BCP
2497
Blue Chip Partners
Michigan
$147K -$9.45K -212 -6%
SNB
2498
Security National Bank
Nebraska
$144K – – –
ETS
2499
ESL Trust Services
New York
$142K +$144K +3,225 New
CWM
2500
Cranbrook Wealth Management
Michigan
$142K – – –