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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
501
Sandy Spring Bank
Maryland
$1.51K +$1.58K +67 New
CSC
502
Caldwell Sutter Capital
California
$1.47K +$1.53K +65 New
IBOK
503
Independence Bank of Kentucky
Kentucky
$1.4K +$1.46K +62 New
FDW
504
Fourth Dimension Wealth
Ohio
$1.39K +$24 +1 +2%
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$1.37K
SAM
506
Smartleaf Asset Management
Massachusetts
$1.36K -$4.55K -193 -76%
CWM
507
Crowley Wealth Management
Delaware
$1.35K
PSFG
508
Park Square Financial Group
Georgia
$1.35K
ANBT
509
American National Bank & Trust
Texas
$1.26K
RF
510
Rossby Financial
Florida
$1.19K +$1.29K +55 New
CBT
511
Crews Bank & Trust
Florida
$1.13K
RF
512
Robinswood Financial
Washington
$1.1K +$24 +1 +2%
OPTFSNA
513
Old Point Trust & Financial Services N A
Virginia
$1.04K
AWM
514
AllSquare Wealth Management
New York
$1.01K
CIAS
515
CBIZ Investment Advisory Services
Ohio
$1.01K
MFA
516
McClarren Financial Advisors
Pennsylvania
$1K +$1.06K +45 New
GEA
517
Glen Eagle Advisors
New Jersey
$992
IHWM
518
Iron Horse Wealth Management
Iowa
$902
WBWA
519
William B. Walkup & Associates
South Carolina
$858
HWP
520
Highline Wealth Partners
California
$676
MAS
521
MPWM Advisory Solutions
Georgia
$654
MCM
522
MV Capital Management
Maryland
$587 -$400 -17 -40%
CWP
523
Concord Wealth Partners
Virginia
$586 +$612 +26 New
SFA
524
Semmax Financial Advisors
North Carolina
$525
CTA
525
Colonial Trust Advisors
South Carolina
$519