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Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
2101
Citizens National Bank Trust Department
Mississippi
$101K -$7.45K -74 -7%
FC
2102
Fairscale Capital
New Hampshire
$99.2K
PAG
2103
Paladin Advisory Group
Iowa
$98.4K
HWP
2104
Highline Wealth Partners
California
$98.3K +$3.12K +31 +3%
LI
2105
LRI Investments
Florida
$97.1K +$2.72K +27 +3%
LF
2106
LifeSteps Financial
California
$96.7K +$95.3K +946 New
Kayne Anderson Rudnick Investment Management
2107
Kayne Anderson Rudnick Investment Management
California
$95.8K -$21.9K -217 -19%
LWM
2108
Lodestone Wealth Management
Washington
$92.7K +$302 +3 +0.3%
GG
2109
Gleason Group
Kentucky
$92.6K +$504 +5 +0.6%
EWP
2110
Elevation Wealth Partners
California
$90.9K +$37.8K +375 +73%
GKIM
2111
GW&K Investment Management
Massachusetts
$90K +$403 +4 +0.5%
HNB
2112
Hilltop National Bank
Wyoming
$89.4K
KFA
2113
Kelleher Financial Advisors
New York
$89.3K +$68.1K +676 +341%
AAG
2114
Armstrong Advisory Group
Massachusetts
$88.4K
PNC
2115
Park National Corp
Ohio
$88.2K
LHEI
2116
Leo H. Evart Inc
California
$86.3K +$101 +1 +0.1%
FFC
2117
First Financial Corp
Indiana
$84.8K -$5.64K -56 -6%
DFA
2118
DHJJ Financial Advisors
Illinois
$84K
HIM
2119
Hillsdale Investment Management
Ontario, Canada
$81.8K -$22.7K -225 -22%
UCB
2120
United Community Bank
South Carolina
$81.4K -$232K -2,308 -74%
OCM
2121
Osbon Capital Management
Massachusetts
$81.1K
ACA
2122
American Capital Advisory
Idaho
$80.3K +$3.63K +36 +5%
BSC
2123
Brown Shipley & Co
United Kingdom
$79.9K
MWM
2124
Mosley Wealth Management
California
$79.6K +$18.3K +182 +30%
PWS
2125
Peterson Wealth Services
Utah
$79.5K +$504 +5 +0.6%