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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Avondale Wealth Management
Texas
$149K
S
552
SignatureFD
Georgia
$148K -$63.7K -2,895 -26%
AIA
553
Arcadia Investment Advisors
Idaho
$135K -$35K -1,590 -17%
ST
554
Smithfield Trust
Pennsylvania
$133K
HNB
555
Huntington National Bank
Ohio
$130K -$3.3K -150 -2%
APP
556
Avantax Planning Partners
Iowa
$130K +$163K +7,395 New
EWM
557
Edge Wealth Management
New York
$128K
DSN
558
D. Scott Neal
Kentucky
$127K
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$119K +$47.2K +2,145 +47%
PGWM
560
Parisi Gray Wealth Management
New Jersey
$117K
NSIM
561
North Star Investment Management
Illinois
$115K +$22.1K +1,005 +18%
IFAM
562
Institutional & Family Asset Management
Colorado
$114K +$142K +6,450 New
SWA
563
Sutton Wealth Advisors
Florida
$112K
CFA
564
Carroll Financial Associates
North Carolina
$111K -$990 -45 -0.7%
RFA
565
Reilly Financial Advisors
California
$111K
JCM
566
Jacobi Capital Management
Pennsylvania
$109K +$86.1K +3,915 +154%
NL
567
NVWM LLC
Pennsylvania
$107K +$1.98K +90 +1%
CAW
568
Cornerstone Advisors (Washington)
Washington
$106K
MIM
569
Macroview Investment Management
Maryland
$106K +$132K +6,000 New
LWM
570
Lenox Wealth Management
Ohio
$105K
SA
571
SRH Advisors
Kansas
$100K
KCPG
572
Kavar Capital Partners Group
Kansas
$100K +$124K +5,625 New
DWM
573
Destination Wealth Management
California
$100K +$124K +5,655 New
IWM
574
IHT Wealth Management
Illinois
$97K +$4.95K +225 +4%
MCWS
575
McKinley Carter Wealth Services
West Virginia
$97K +$120K +5,460 New