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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1101
Independence Bank of Kentucky
Kentucky
$40K -$2.08K -50 -4%
CA
1102
Crewe Advisors
Utah
$40K +$19.5K +467 +71%
JWA
1103
JFS Wealth Advisors
Pennsylvania
$40K +$21.4K +512 +83%
RIM
1104
Rockbridge Investment Management
New York
$39.2K
PK
1105
Pflug Koory
Nebraska
$38K -$11.5K -275 -21%
WAM
1106
Worth Asset Management
Texas
$38K -$834 -20 -2%
HRC
1107
Hoertkorn Richard Charles
$38K
SC
1108
Sierra Capital
Florida
$38K
MIFH
1109
Migdal Insurance & Financial Holdings
Israel
$38K +$4.05K +97 +10%
LWCFA
1110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K +$1.29K +31 +3%
SBL
1111
Sargent Bickham Lagudis
Colorado
$36K -$8.26K -198 -16%
CFFP
1112
Center for Financial Planning
Michigan
$36K
GIA
1113
GHP Investment Advisors
Colorado
$36K +$6.67K +160 +19%
MCM
1114
McMillion Capital Management
North Carolina
$36K +$41.7K +1,000 New
HI
1115
Harbour Investments
Wisconsin
$35K +$41.2K +988 New
M
1116
MOTCO
Texas
$34K
CWC
1117
Carolinas Wealth Consulting
North Carolina
$34K +$38.5K +922 +4,853%
KA
1118
Kozak & Associates
Colorado
$33K +$125 +3 +0.3%
CFGS
1119
Concourse Financial Group Securities
Alabama
$33K +$6.38K +153 +20%
WB
1120
Webster Bank
Connecticut
$32K -$2.08K -50 -5%
KTC
1121
Kistler-Tiffany Companies
Pennsylvania
$32K +$7.17K +172 +24%
BONH
1122
Bank of New Hampshire
New Hampshire
$30K
CPA
1123
Cowen Prime Advisors
New York
$30K
TFS
1124
TrustCore Financial Services
Tennessee
$30K +$8.51K +204 +33%
BWP
1125
Baldwin Wealth Partners
Massachusetts
$29K -$8.76K -210 -21%