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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
551
Global Financial Private Client
Florida
$8.22K – – –
NFSG
552
Newbridge Financial Services Group
Florida
$8.16K – – –
CB
553
CNB Bank
Pennsylvania
$7.25K – – –
ADL
554
Asset Dedication LLC
California
$7K – – –
KSWA
555
Kathleen S. Wright Associates
Pennsylvania
$6.53K – – –
SIC
556
Salem Investment Counselors
North Carolina
$6.25K – – –
BIA
557
Bell Investment Advisors
California
$6.07K -$3.12K -180 -35%
MA
558
Montag & Associates
Georgia
$5.62K – – –
PA
559
PSI Advisors
Florida
$5.44K – – –
RBC
560
Roble Belko & Company
Pennsylvania
$5K – – –
HWM
561
HighMark Wealth Management
Minnesota
$4.73K – – –
GEA
562
Glen Eagle Advisors
New Jersey
$4.72K – – –
TF
563
Tompkins Financial
New York
$4.53K – – –
BFPW
564
BOK Financial Private Wealth
Colorado
$4.53K +$4.33K +250 New
LOIP
565
Live Oak Investment Partners
Texas
$4.44K – – –
AFS
566
Annapolis Financial Services
Maryland
$4.35K – – –
JIR
567
James Investment Research
Ohio
$4K – – –
SWA
568
SOA Wealth Advisors
New York
$3.44K – – –
GFWA
569
Grey Fox Wealth Advisors
Delaware
$3.44K +$3.29K +190 New
AWM
570
Avior Wealth Management
Nebraska
$3.08K – – –
CCM
571
Copeland Capital Management
Pennsylvania
$3K – – –
DAC
572
Dividend Assets Capital
South Carolina
$3K – – –
APC
573
Aspire Private Capital
North Carolina
$2.9K -$260 -15 -9%
DF
574
DecisionPoint Financial
Arizona
$2.9K – – –
TWD
575
True Wealth Design
Ohio
$2.9K – – –