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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
2576
Spectrum Management Group
Indiana
$96K – – –
JPLA
2577
Joseph P. Lucia & Associates
New York
$95K +$90.6K +503 New
CP
2578
Corbenic Partners
Pennsylvania
$95K +$90.8K +504 New
VNA
2579
Valley National Advisers
Pennsylvania
$86K +$44.5K +247 +118%
1NWS
2580
1 North Wealth Services
Maryland
$85K – – –
FP
2581
Financial Perspectives
Minnesota
$84.2K +$80.7K +448 New
RWG
2582
Regal Wealth Group
California
$82K – – –
MWP
2583
Meridian Wealth Partners
Pennsylvania
$79K +$75.9K +421 New
WCG
2584
Weaver Consulting Group
California
$77K +$9.19K +51 +13%
FPB
2585
First PREMIER Bank
South Dakota
$76K +$3.96K +22 +6%
FA
2586
Financial Advantage
Maryland
$75K -$66.7K -370 -48%
FFW
2587
Fusion Family Wealth
New York
$75K – – –
OIM
2588
Opus Investment Management
Massachusetts
$75K – – –
HB
2589
Horizon Bancorp
Indiana
$75K +$72.1K +400 New
EWM
2590
Edge Wealth Management
New York
$73K – – –
BCM
2591
Brooktree Capital Management
Michigan
$73K +$70.3K +390 New
JWBC
2592
John W. Brooker & Co
California
$71K +$67.7K +376 New
JWM
2593
Janiczek Wealth Management
Colorado
$67K – – –
GG
2594
Gleason Group
Kentucky
$66K +$63.6K +353 New
IF
2595
Ironwood Financial
Arizona
$63K – – –
RBC
2596
Roble Belko & Company
Pennsylvania
$63K – – –
PCM
2597
Price Capital Management
Louisiana
$57K +$54.1K +300 New
CFD
2598
Creative Financial Designs
Indiana
$56K -$19.5K -108 -27%
CWM
2599
Cedar Wealth Management
California
$56K – – –
IFA
2600
Interactive Financial Advisors
Illinois
$55K – – –
102 103
104
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