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Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
401
Laurel Wealth Advisors (North Carolina)
North Carolina
$404 – – –
FSWA
402
Financial Synergies Wealth Advisors
Texas
$381 +$78 +23 +39%
CB
403
CNB Bank
Pennsylvania
$359 – – –
DWA
404
Delos Wealth Advisors
Texas
$342 – – –
NCM
405
Northwest Capital Management
Oregon
$342 – – –
SNB
406
Security National Bank
Nebraska
$342 +$340 +100 New
CAM
407
ClariVest Asset Management
California
$334 +$336 +99 New
NMG
408
New Millennium Group
Utah
$325 – – –
CMA
409
Cedar Mountain Advisors
Oregon
$315 – – –
NF
410
Norwood Financial
Pennsylvania
$307 -$363 -107 -54%
CLOS
411
Compagnie Lombard Odier SCmA
Switzerland
$291 – – –
LCM
412
Logan Capital Management
Pennsylvania
$270 – – –
PP
413
PFS Partners
New Jersey
$260 – – –
ACA
414
Atlas Capital Advisors
Wyoming
$256 – – –
CIA
415
Cape Investment Advisory
Georgia
$246 – – –
MLA
416
MB, Levis & Associates
Pennsylvania
$236 – – –
LOIP
417
Live Oak Investment Partners
Texas
$233 – – –
AWM
418
Avior Wealth Management
Nebraska
$220 – – –
WWM
419
Wolff Wiese Magana
California
$213 – – –
FWM
420
Focused Wealth Management
New York
$185 – – –
GPFA
421
Game Plan Financial Advisors
Ohio
$181 +$180 +53 New
CFS
422
CGC Financial Services
Oregon
$171 – – –
DAM
423
Delta Asset Management
Tennessee
$171 – – –
HPC
424
HM Payson & Co
Maine
$171 – – –
GIA
425
GHP Investment Advisors
Colorado
$141 – – –