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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2451
Addison Advisors
Vermont
$63K +$1.99K +6 +3%
CFFP
2452
Center for Financial Planning
Michigan
$62K +$10.6K +32 +17%
HWM
2453
HighMark Wealth Management
Minnesota
$60K – – –
VNA
2454
Valley National Advisers
Pennsylvania
$60K – – –
LSV Asset Management
2455
LSV Asset Management
Illinois
$57K – – –
PWC
2456
PYA Waltman Capital
Tennessee
$57K – – –
SC
2457
Siena Capital
Ohio
$57K – – –
AWM
2458
Accel Wealth Management
Iowa
$56K -$69.9K -211 -53%
SIS
2459
Sound Income Strategies
Florida
$53K -$24.2K -73 -28%
SWA
2460
SOA Wealth Advisors
New York
$53K – – –
PCA
2461
Providence Capital Advisors
North Carolina
$51K – – –
OCM
2462
Osterweis Capital Management
California
$51K +$59.3K +179 New
BAM
2463
Baldrige Asset Management
Pennsylvania
$50K – – –
CBT
2464
CoreFirst Bank & Trust
Kansas
$48K – – –
DWMG
2465
DB Wealth Management Group
California
$47K – – –
HFS
2466
HBC Financial Services
Washington
$47K – – –
RWM
2467
Raffa Wealth Management
District of Columbia
$46.6K +$663 +2 +1%
AW
2468
Avion Wealth
Texas
$45K – – –
LFG
2469
Larson Financial Group
Missouri
$45K +$331 +1 +0.6%
BBPWM
2470
Blue Bell Private Wealth Management
Pennsylvania
$44K – – –
HI
2471
Hoey Investments
Pennsylvania
$44K – – –
MCA
2472
Maryland Capital Advisors
Maryland
$44K – – –
ECM
2473
Estabrook Capital Management
New York
$43.5K – – –
CPFP
2474
Clear Perspectives Financial Planning
Ohio
$43K – – –
SWM
2475
Sugarloaf Wealth Management
Georgia
$40K – – –