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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
301
Valley National Advisers
Pennsylvania
$32K +$15.4K +189 +90%
NCA
302
New Century Advisors
Maryland
$25K +$16.5K +203 +137%
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$109K -1,344 -84%
GWM
304
Geneos Wealth Management
Colorado
$23K -$107K -1,321 -80%
KFAA
305
Klaas Financial Asset Advisors
Illinois
$21K +$24.4K +300 New
ST
306
Sageworth Trust
Pennsylvania
$20K – – –
QC
307
Quent Capital
New York
$18K -$895 -11 -4%
DMKJ
308
David M. Knott Jr
$18K – – –
APA
309
American Portfolios Advisors
New York
$17.5K – – –
STCOSD
310
Sageworth Trust Company of South Dakota
South Dakota
$17K -$14K -172 -42%
HNB
311
Huntington National Bank
Ohio
$17K – – –
AF
312
Advisornet Financial
Minnesota
$16K – – –
SWM
313
Spire Wealth Management
Virginia
$14K – – –
RA
314
Rise Advisors
New York
$14K +$81 +1 +0.5%
EBA
315
Eagle Bay Advisors
New York
$13K -$40.4K -497 -73%
AA
316
AlphaMark Advisors
Kentucky
$12K – – –
BTI
317
Blue Trust Inc
Georgia
$12K +$6.75K +83 +130%
POIA
318
Pin Oak Investment Advisors
Texas
$11K – – –
ST
319
Smithfield Trust
Pennsylvania
$11K – – –
SPIA
320
Steward Partners Investment Advisory
New York
$11K – – –
MWC
321
MBM Wealth Consultants
Missouri
$11K +$12.2K +150 New
RTC
322
Riverview Trust Company
Washington
$11K +$12.7K +156 New
HFS
323
Hantz Financial Services
Michigan
$11K +$12.8K +157 New
UB
324
UMB Bank
Missouri
$10K -$976 -12 -8%
FHA
325
First Horizon Advisors
Tennessee
$10K -$244 -3 -2%