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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1326
GoalVest Advisory
New York
$55.7K +$56.6K +250 New
BWAM
1327
Boyd Watterson Asset Management
Ohio
$55.5K
SN
1328
Sittner & Nelson
Oregon
$54.4K +$1.13K +5 +2%
SWA
1329
SOA Wealth Advisors
New York
$53.8K +$226 +1 +0.4%
MA
1330
MCF Advisors
Kentucky
$53.8K
LSA
1331
Leonteq Securities AG
Switzerland
$53.2K -$282K -1,247 -84%
SIC
1332
SJS Investment Consulting
Ohio
$51.7K
CHC
1333
City Holding Co
West Virginia
$51.2K
FPF
1334
First Pacific Financial
Washington
$50.6K
SIM
1335
Synergy Investment Management
Florida
$50.3K +$15.8K +70 +48%
ZBNA
1336
Zions Bancorporation, National Association
Utah
$49.2K -$144K -635 -74%
PB
1337
Pinnacle Bancorp
Nebraska
$49K
MSWA
1338
Marshall & Sterling Wealth Advisors
New York
$48.6K
CBT
1339
Crews Bank & Trust
Florida
$48.3K
TCOT
1340
Trust Company of Toledo
Ohio
$48.3K +$12.9K +57 +36%
KFI
1341
Key Financial Inc
Pennsylvania
$47.2K
JWA
1342
JFS Wealth Advisors
Pennsylvania
$45.9K +$905 +4 +2%
BCWM
1343
Bartlett & Co Wealth Management
Ohio
$44.9K +$2.26K +10 +5%
API
1344
Asset Planning Inc
California
$44.5K
BBPWM
1345
Blue Bell Private Wealth Management
Pennsylvania
$44.5K
GCM
1346
Gables Capital Management
Florida
$44.5K
MCA
1347
McGuire Capital Advisors
Oklahoma
$43.9K
TC
1348
Toews Corporation
New Jersey
$43.9K +$44.6K +197 New
GWM
1349
Geneos Wealth Management
Colorado
$42.9K +$2.26K +10 +5%
CA
1350
Continuum Advisory
Idaho
$42.5K +$43.2K +191 New