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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
801
Personal Wealth Partners
Minnesota
$43K
CB
802
CNB Bank
Pennsylvania
$42K -$3.58K -165 -10%
FANJ
803
Financial Architects (New Jersey)
New Jersey
$42K
TCM
804
TD Capital Management
Tennessee
$42K
WC
805
Whitnell & Co
Illinois
$42K
EWM
806
EPG Wealth Management
Georgia
$42K +$32.5K +1,500 New
MWA
807
Moser Wealth Advisors
Washington
$42K +$32.5K +1,500 New
LS
808
Leelyn Smith
Illinois
$42K +$32.9K +1,515 New
CCA
809
Column Capital Advisors
Indiana
$42K +$33.2K +1,530 New
SFSG
810
Stearns Financial Services Group
North Carolina
$40K -$6.51K -300 -17%
KPCM
811
Kings Point Capital Management
New York
$39K +$9.76K +450 +48%
HPC
812
HM Payson & Co
Maine
$38K
CHA
813
Carmichael Hill & Associates
Maryland
$38K +$29.3K +1,350 New
CT
814
Caldwell Trust
Florida
$37.6K +$29.3K +1,350 New
WAS
815
Winch Advisory Services
Wisconsin
$36K -$67.4K -3,105 -70%
AW
816
Alpha Windward
Massachusetts
$36K +$27.7K +1,275 New
PCA
817
Peddock Capital Advisors
Massachusetts
$34K +$26.7K +1,230 New
GEA
818
Glen Eagle Advisors
New Jersey
$33.5K +$26K +1,200 New
FMP
819
Financial Management Professionals
Texas
$33K
BBA
820
Braun-Bostich & Associates
Pennsylvania
$33K +$25.1K +1,155 New
PFBT
821
Parkside Financial Bank & Trust
Missouri
$32K +$7.81K +360 +46%
KWM
822
Keebeck Wealth Management
Illinois
$32K +$25.4K +1,170 New
AFIA
823
America First Investment Advisors
Nebraska
$31K
AssetMark Inc
824
AssetMark Inc
California
$30K +$21.5K +990 +1,100%
BDWM
825
Brewin Dolphin Wealth Management
Ireland
$29.3K