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Name Holding Trade Value Shares
Change
Change in
Stake
PS
2601
Planning Strategies
Pennsylvania
$69.1K +$75K +2,869 New
KPP
2602
Kings Path Partners
Texas
$68.6K – – –
ACA
2603
American Capital Advisory
Idaho
$68.4K -$889 -34 -1%
KCM
2604
Key Capital Management
Tennessee
$68.2K -$24.5K -936 -25%
SL
2605
Salomon & Ludwin
Virginia
$68K -$26 -1 -0%
FAI
2606
Fiduciary Advisors Inc
Missouri
$67.9K +$1.18K +45 +2%
RF
2607
Roxbury Financial
New Jersey
$67K -$48.1K -1,840 -40%
MHR
2608
Matthew Hamilton Rosenberg
$65.5K +$48.5K +1,856 +214%
WPA
2609
West Paces Advisors
Georgia
$65.1K +$70.7K +2,704 New
HWA
2610
Heritage Wealth Advisors
Virginia
$63.5K -$2.62K -100 -4%
AWA
2611
Acumen Wealth Advisors
Tennessee
$63.2K – – –
CC
2612
Corsicana & Co
Texas
$63K +$8.24K +315 +14%
EF
2613
Entrust Financial
Pennsylvania
$62.8K -$23.3K -891 -25%
BWM
2614
Bullock Wealth Management
Indiana
$62.8K +$288 +11 +0.4%
BHWM
2615
Bay Harbor Wealth Management
Maryland
$62.7K +$52.9K +2,024 +348%
KSB
2616
Kennebec Savings Bank
Maine
$62.6K +$26.2K +1,000 +63%
FFA
2617
Frazier Financial Advisors
Ohio
$60.9K -$785 -30 -1%
SNB
2618
Security National Bank
Nebraska
$60.7K – – –
T
2619
Tidemark
California
$60.7K +$759 +29 +1%
ASCM
2620
Adkins Seale Capital Management
Louisiana
$60.5K – – –
PP
2621
PFS Partners
New Jersey
$59.7K -$24.6K -942 -28%
TC
2622
Tacita Capital
Ontario, Canada
$59.6K – – –
SIM
2623
Synergy Investment Management
Florida
$59.2K +$26.8K +1,025 +74%
FRA
2624
Front Row Advisors
California
$58.8K – – –
IUHSA
2625
Itau Unibanco Holding S.A.
Brazil
$58.7K -$157 -6 -0.2%