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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1901
Independence Bank of Kentucky
Kentucky
$12.5K – – –
KG
1902
Kilter Group
New York
$12.1K +$11.2K +539 New
SAS
1903
Spurstone Advisory Services
Connecticut
$12K – – –
ME
1904
McIlrath & Eck
Washington
$12K – – –
BCM
1905
Boreal Capital Management
Florida
$12K +$11.1K +534 New
CWM
1906
CarsonAllaria Wealth Management
Illinois
$11.8K – – –
PPC
1907
Park Place Capital
Alabama
$11.5K – – –
LWMI
1908
Legacy Wealth Management (Idaho)
Idaho
$11.3K +$10.2K +492 +3,785%
LIS
1909
Legacy Investment Solutions
Idaho
$11.3K +$10.5K +505 New
GJIA
1910
Glass Jacobson Investment Advisors
Maryland
$11.2K -$30.5K -1,473 -75%
PWA
1911
Provenance Wealth Advisors
Florida
$11.2K -$11.3K -545 -52%
CWM
1912
Consultiva Wealth Management
Puerto Rico
$11.2K – – –
TC
1913
Tacita Capital
Ontario, Canada
$11.2K – – –
QL
1914
Quarry LP
New York
$11K +$10.2K +492 New
CAM
1915
Chesapeake Asset Management
New York
$10.9K -$1.24K -60 -11%
BOJHT
1916
Bank of Jackson Hole Trust
Wyoming
$10.9K +$10.1K +485 New
CIAS
1917
CBIZ Investment Advisory Services
Ohio
$10.8K +$2.13K +103 +27%
IRAG
1918
Investment Research & Advisory Group
Georgia
$10.1K +$4.14K +200 +80%
HIMS
1919
Hager Investment Management Services
New Hampshire
$10.1K – – –
NMG
1920
New Millennium Group
Utah
$9.83K +$1.16K +56 +15%
HWM
1921
Horizons Wealth Management
North Carolina
$9.61K – – –
FS
1922
Financially Speaking
Colorado
$9.03K +$8.35K +403 New
RBC
1923
Roble Belko & Company
Pennsylvania
$9K -$10.4K -500 -55%
RFS
1924
Richardson Financial Services
Massachusetts
$8.96K – – –
HFS
1925
Hughes Financial Services
Virginia
$8.72K +$767 +37 +9%