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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
501
Jones Financial Companies
Missouri
$398 +$14 +1 +3%
RTL
502
Red Tortoise LLC
Georgia
$385 – – –
2L
503
25 LLC
Missouri
$377 -$217 -16 -36%
FFC
504
First Financial Corp
Indiana
$371 – – –
CCMI
505
Creative Capital Management Investments
California
$345 +$352 +26 New
ICM
506
Islay Capital Management
Texas
$319 – – –
JWM
507
Janiczek Wealth Management
Colorado
$319 – – –
MFT
508
Moisand Fitzgerald Tamayo
Florida
$306 – – –
ODG
509
O'Dell Group
Ohio
$293 +$298 +22 New
CB
510
CNB Bank
Pennsylvania
$292 – – –
LWP
511
Lumature Wealth Partners
Georgia
$266 -$2.71K -200 -91%
CFB
512
Cullen/Frost Bankers
Texas
$266 -$650 -48 -71%
DWMG
513
DB Wealth Management Group
California
$266 -$352 -26 -57%
AF
514
Arrow Financial
New York
$266 – – –
CMA
515
Cedar Mountain Advisors
Oregon
$266 – – –
FPFS
516
First Personal Financial Services
North Carolina
$266 – – –
MFG
517
Mendota Financial Group
Wisconsin
$266 – – –
PPWM
518
PFG Private Wealth Management
Florida
$266 – – –
VWM
519
Valley Wealth Managers
New Jersey
$266 – – –
MRCM
520
M&R Capital Management
New Jersey
$265 – – –
AFG
521
Albion Financial Group
Utah
$253 – – –
NIC
522
Northwest Investment Counselors
Oregon
$252 – – –
ANBT
523
American National Bank & Trust
Texas
$226 – – –
HF
524
Halpern Financial
Virginia
$226 – – –
JFA
525
JNBA Financial Advisors
Minnesota
$226 – – –