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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1376
N.E.W. Advisory Services
Wisconsin
$700K +$27K +1,200 +4%
CHC
1377
City Holding Co
West Virginia
$699K -$30.4K -1,352 -4%
CAL
1378
Capital Analysts LLC
Pennsylvania
$696K -$359K -15,932 -34%
CFM
1379
Catalyst Funds Management
Australia
$694K +$686K +30,500 New
TT
1380
TI-Trust
Illinois
$694K +$3.47K +154 +0.5%
LCM
1381
LVM Capital Management
Michigan
$693K -$748K -33,241 -52%
FFS
1382
Fortress Financial Solutions
Arizona
$691K +$683K +30,357 New
CD
1383
Chapin Davis
Maryland
$689K
DFA
1384
Delta Financial Advisors
Louisiana
$689K -$8.12K -361 -1%
AWM
1385
Adams Wealth Management
Utah
$689K +$50.2K +2,230 +8%
CI
1386
CacheTech Inc
Utah
$689K +$50.2K +2,230 +8%
PBK
1387
Peoples Bank (Kansas)
Kansas
$688K +$33.2K +1,475 +5%
HPBT
1388
Hickory Point Bank & Trust
Illinois
$688K +$680K +30,231 New
FIB
1389
First Interstate Bank
Montana
$688K +$55.5K +2,466 +9%
GAG
1390
GM Advisory Group
New York
$685K -$3.67K -163 -0.5%
SIC
1391
Samalin Investment Counsel
New York
$684K -$29K -1,287 -4%
LFA
1392
Legacy Financial Advisors
Kentucky
$684K +$161K +7,172 +31%
T
1393
Transce3nd
Texas
$683K +$675K +29,990 New
AGP
1394
Autumn Glory Partners
Texas
$683K
PA
1395
PFG Advisors
Arizona
$680K -$207K -9,180 -24%
TCM
1396
Towercrest Capital Management
Pennsylvania
$678K +$11.2K +496 +2%
SJIM
1397
St. Johns Investment Management
Florida
$676K +$12.5K +554 +2%
CPSAC
1398
Chas P. Smith & Associates (CPS)
Florida
$675K +$91.9K +4,082 +16%
BFA
1399
Beacon Financial Advisory
Ohio
$675K -$1.36M -60,367 -67%
PWP
1400
Principle Wealth Partners
Connecticut
$675K -$73.6K -3,272 -10%