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Name Holding Trade Value Shares
Change
Change in
Stake
PWC
2526
PYA Waltman Capital
Tennessee
$71K – – –
VNA
2527
Valley National Advisers
Pennsylvania
$71K +$18.3K +51 +35%
SC
2528
Siena Capital
Ohio
$71K +$71.9K +200 New
CP
2529
Corbenic Partners
Pennsylvania
$69K +$5.03K +14 +8%
CFFP
2530
Center for Financial Planning
Michigan
$67K – – –
AA
2531
Addison Advisors
Vermont
$65K -$1.8K -5 -3%
PCA
2532
Providence Capital Advisors
North Carolina
$64K – – –
SFG
2533
Steward Financial Group
Texas
$64K – – –
BAM
2534
Baldrige Asset Management
Pennsylvania
$63K -$14.4K -40 -19%
CBT
2535
CoreFirst Bank & Trust
Kansas
$61K – – –
DWMG
2536
DB Wealth Management Group
California
$60K – – –
RA
2537
Rational Advisors
New York
$59K -$3M -8,337 -98%
SMFG
2538
Sumitomo Mitsui Financial Group
Japan
$58K -$415K -1,153 -88%
RWM
2539
Raffa Wealth Management
District of Columbia
$57.9K – – –
HFS
2540
HBC Financial Services
Washington
$57K – – –
LFG
2541
Larson Financial Group
Missouri
$56K -$2.52K -7 -4%
FRA
2542
Front Row Advisors
California
$56K +$3.6K +10 +7%
MCA
2543
Maryland Capital Advisors
Maryland
$55K – – –
ECM
2544
Estabrook Capital Management
New York
$54.7K – – –
BBPWM
2545
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
CPFP
2546
Clear Perspectives Financial Planning
Ohio
$54K – – –
RA
2547
Rise Advisors
New York
$54K +$4.31K +12 +9%
CWA
2548
Clearview Wealth Advisors
Oregon
$52K -$40.3K -112 -43%
SWM
2549
Sugarloaf Wealth Management
Georgia
$50K – – –
AIM
2550
Arcadia Investment Management
Michigan
$49K – – –