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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
901
SOA Wealth Advisors
New York
$97K -$30.4K -278 -25%
1IA
902
1834 Investment Advisors
Wisconsin
$97K -$8.2K -75 -8%
HC
903
Hoese & Co
Minnesota
$97K
PO
904
Private Ocean
California
$97K
CFFP
905
Center for Financial Planning
Michigan
$94K +$2.4K +22 +3%
TCM
906
Tradewinds Capital Management
Washington
$91K -$7.65K -70 -8%
LAS
907
Lloyd Advisory Services
Georgia
$89K +$53K +485 +163%
BWA
908
BDO Wealth Advisors
Florida
$88K
LWANC
909
Laurel Wealth Advisors (North Carolina)
North Carolina
$87K
FAG
910
Fortitude Advisory Group
Washington
$87K +$83.1K +760 New
IBOK
911
Independence Bank of Kentucky
Kentucky
$84K
RBC
912
Roble Belko & Company
Pennsylvania
$82K +$219 +2 +0.3%
CNBTD
913
Citizens National Bank Trust Department
Mississippi
$80K -$216K -1,975 -74%
ETC
914
Exchange Traded Concepts
Oklahoma
$80K -$43.6K -399 -36%
LF
915
Lee Financial
Texas
$78K -$3.94K -36 -5%
AA
916
Ancora Advisors
Ohio
$76K
NSB
917
Norway Savings Bank
Maine
$74K
MPWT
918
MassMutual Private Wealth & Trust
Connecticut
$74K +$1.09K +10 +2%
PA
919
PSI Advisors
Florida
$73K -$33.6K -307 -32%
FFC
920
First Financial Corp
Indiana
$73K +$7K +64 +11%
OC
921
Oakworth Capital
Alabama
$72K
CA
922
Cornerstone Advisory
Maryland
$68K +$65.6K +600 New
BHWM
923
Bay Harbor Wealth Management
Maryland
$65K +$1.97K +18 +3%
PMAM
924
Penn Mutual Asset Management
Pennsylvania
$64K -$84.7K -775 -58%
PMFA
925
Plante Moran Financial Advisors
Michigan
$63K +$12.1K +111 +25%