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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
326
Independence Bank of Kentucky
Kentucky
$48K
FP
327
Financial Perspectives
Minnesota
$43.1K
HR
328
Howe & Rusling
New York
$43K -$7.39K -45 -16%
AFS
329
Annapolis Financial Services
Maryland
$43K
WP
330
WealthShield Partners
North Carolina
$43K +$32.8K +200 +455%
SWA
331
SOA Wealth Advisors
New York
$42K
LWP
332
Lumature Wealth Partners
Georgia
$41K -$4.6K -28 -11%
CG
333
Cutler Group
California
$39K +$16.4K +100 +80%
CA
334
Clearstead Advisors
Ohio
$37K +$24.6K +150 +242%
EI
335
Ellevest Inc
New York
$36K -$337K -2,054 -91%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$35K -$50.2K -306 -61%
BWL
337
Bogart Wealth LLC
Virginia
$35K
MA
338
Montag & Associates
Georgia
$35K
PP
339
Pacifica Partners
Canada
$35K
PFBT
340
Parkside Financial Bank & Trust
Missouri
$35K
AWA
341
Arkadios Wealth Advisors
Georgia
$31K +$7.71K +47 +35%
CCA
342
Column Capital Advisors
Indiana
$30K -$1.15K -7 -4%
JWA
343
JFS Wealth Advisors
Pennsylvania
$29K -$2.96K -18 -10%
FMB
344
Field & Main Bank
Kentucky
$29K
SBL
345
Sargent Bickham Lagudis
Colorado
$29K
CT
346
Caldwell Trust
Florida
$26.2K
LWANC
347
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
LWCFA
348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K +$24K +146 New
AWM
349
Accel Wealth Management
Iowa
$25K
EW
350
Evoke Wealth
California
$25K