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Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
1001
Park Square Financial Group
Georgia
$20.2K
PB
1002
Pinnacle Bancorp
Nebraska
$18.3K
CA
1003
CoreCap Advisors
Michigan
$18.2K -$30.2K -407 -63%
BCWM
1004
Ball & Co Wealth Management
Tennessee
$18K +$148 +2 +0.8%
EWM
1005
Evermay Wealth Management
Virginia
$17.5K
PS
1006
Pinney & Scofield
Massachusetts
$17.1K
RWM
1007
Raffa Wealth Management
District of Columbia
$17.1K +$11.4K +154 +214%
CI
1008
Clal Insurance
Israel
$17K -$297 -4 -2%
FC
1009
Fairscale Capital
New Hampshire
$17K
AWM
1010
Activest Wealth Management
Florida
$17K +$3.49K +47 +27%
CSB
1011
City State Bank
Iowa
$16.8K
GA
1012
GoalVest Advisory
New York
$16.7K +$15.9K +214 +3,567%
RTC
1013
Riverview Trust Company
Washington
$15.9K
KFI
1014
Key Financial Inc
Pennsylvania
$15.8K
NECFA
1015
New England Capital Financial Advisors
Connecticut
$15.5K
WWM
1016
Wolff Wiese Magana
California
$15.5K +$742 +10 +5%
EPIM
1017
Evelyn Partners Investment Management
$15.2K
LC
1018
Lavaca Capital
Texas
$15.2K
BIA
1019
Bell Investment Advisors
California
$15.1K +$3.12K +42 +27%
SWA
1020
SOA Wealth Advisors
New York
$14.8K
QWM
1021
Quaker Wealth Management
New Jersey
$14.7K +$14.4K +194 New
JWA
1022
JFS Wealth Advisors
Pennsylvania
$14.5K +$594 +8 +4%
NAAA
1023
New Age Alpha Advisors
New York
$13.9K
BDPWM
1024
Barnes Dennig Private Wealth Management
Ohio
$13.8K
CB
1025
CNB Bank
Pennsylvania
$13.8K