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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1126
Compass Financial Services
Iowa
$13.5K
IBOK
1127
Independence Bank of Kentucky
Kentucky
$13.5K
1IA
1128
1620 Investment Advisors
Massachusetts
$13.1K -$2.12K -15 -13%
QWM
1129
Quaker Wealth Management
New Jersey
$12.9K
CWP
1130
Concord Wealth Partners
Virginia
$12.9K
ANBT
1131
American National Bank & Trust
Texas
$12.7K -$1.98K -14 -13%
BIA
1132
Bell Investment Advisors
California
$12.3K -$708 -5 -5%
TWD
1133
True Wealth Design
Ohio
$11.9K +$11K +78 +780%
MEG
1134
Millstone Evans Group
Colorado
$11.4K
CT
1135
Clearstead Trust
Maine
$11.1K
OAJ
1136
Ogorek Anthony Joseph
New York
$11K +$3.82K +27 +46%
CMBA
1137
C.M. Bidwell & Associates
Hawaii
$11K
PGAM
1138
Princeton Global Asset Management
New Jersey
$11K
PWMG
1139
Private Wealth Management Group
New Jersey
$10.4K
FLP
1140
Financial Life Planners
Arizona
$10.2K +$10.6K +75 New
STB
1141
S&T Bank
Pennsylvania
$10K +$6.09K +43 +139%
VNA
1142
Valley National Advisers
Pennsylvania
$10K -$17.3K -122 -62%
RMC
1143
Resources Management Corp
Connecticut
$10K -$10.6K -75 -50%
WAS
1144
Winch Advisory Services
Wisconsin
$9.95K
WA
1145
WPG Advisers
Maryland
$9.62K +$8.07K +57 +407%
SC
1146
Solstein Capital
California
$9.48K -$6.09K -43 -38%
JWM
1147
JPL Wealth Management
Colorado
$9.35K +$9.77K +69 New
TIM
1148
Tortoise Investment Management
New York
$9.29K +$1.56K +11 +19%
CAL
1149
Capital Advisors Ltd
Ohio
$9K
RWM
1150
RMG Wealth Management
Wisconsin
$8.65K