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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
526
Provident Wealth Management
Tennessee
$21K +$22.9K +400 New
CBT
527
Central Bank & Trust
Kentucky
$20K – – –
MCF Advisors
528
MCF Advisors
Kentucky
$20K – – –
TF
529
TimeScale Financial
Massachusetts
$20K – – –
KTC
530
Kistler-Tiffany Companies
Pennsylvania
$19K +$688 +12 +3%
Central Trust Company
531
Central Trust Company
Missouri
$18K -$27.5K -479 -59%
NNP
532
Nachman Norwood & Parrott
South Carolina
$18K +$19.3K +337 New
LWANC
533
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K -$5.73K -100 -24%
Migdal Insurance & Financial Holdings
534
Migdal Insurance & Financial Holdings
Israel
$17K -$115 -2 -0.6%
SIAS
535
Shine Investment Advisory Services
Colorado
$17K – – –
T
536
TOBAM
France
$17K +$17.9K +313 New
Glenmede Trust
537
Glenmede Trust
Pennsylvania
$16K -$5.22K -91 -23%
CFFP
538
Center for Financial Planning
Michigan
$16K – – –
CMA
539
Cedar Mountain Advisors
Oregon
$15K – – –
JWA
540
JFS Wealth Advisors
Pennsylvania
$15K – – –
LFG
541
LifePlan Financial Group
Ohio
$15K +$4.24K +74 +35%
Allworth Financial
542
Allworth Financial
California
$14K -$172 -3 -1%
APWM
543
Atlas Private Wealth Management
New York
$14K – – –
KFS
544
Kelly Financial Services
Massachusetts
$12.4K – – –
BWM
545
BerganKDV Wealth Management
Minnesota
$12K – – –
CX Institutional
546
CX Institutional
Indiana
$12K – – –
PFBT
547
Parkside Financial Bank & Trust
Missouri
$12K – – –
SWM
548
Selective Wealth Management
Virginia
$12K – – –
FPFS
549
First Personal Financial Services
North Carolina
$12K +$12.9K +225 New
AWM
550
Atticus Wealth Management
Florida
$11K -$8.6K -150 -42%