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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
351
Total Clarity Wealth Management
Illinois
$56K
DHGWA
352
Dixon Hughes Goodman Wealth Advisors
North Carolina
$54K +$52.2K +290 New
IBOK
353
Independence Bank of Kentucky
Kentucky
$51K -$7.2K -40 -13%
AP
354
Arlington Partners
Alabama
$50K +$48.7K +271 New
RIA
355
Richwood Investment Advisors
Ohio
$48K +$46.8K +260 New
AHIA
356
Andrew Hill Investment Advisors
Florida
$48K +$47.1K +262 New
OC
357
Oakworth Capital
Alabama
$46K -$14.2K -79 -24%
HR
358
Howe & Rusling
New York
$46K
RPCONE
359
Retirement Planning Company of New England
Rhode Island
$46K +$45.2K +251 New
FP
360
Financial Perspectives
Minnesota
$45.7K
AFS
361
Annapolis Financial Services
Maryland
$45K
SWA
362
SOA Wealth Advisors
New York
$45K
CFGS
363
Concourse Financial Group Securities
Alabama
$45K +$21.6K +120 +96%
LWP
364
Lumature Wealth Partners
Georgia
$44K
CGA
365
Channing Global Advisors
Florida
$44K +$42.8K +238 New
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$42K
EDRH
367
Edmond de Rothschild Holding
Switzerland
$41K
CA
368
Clearstead Advisors
Ohio
$40K
PP
369
Pacifica Partners
Canada
$40K
BWL
370
Bogart Wealth LLC
Virginia
$37K
MA
371
Montag & Associates
Georgia
$37K
PFBT
372
Parkside Financial Bank & Trust
Missouri
$37K
WB
373
Webster Bank
Connecticut
$37K
CCA
374
Column Capital Advisors
Indiana
$32K
SFM
375
Signet Financial Management
New Jersey
$32K +$31.5K +175 New