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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2051
Spectrum Financial Alliance
Kentucky
$106K +$427 +3 +0.4%
FPB
2052
First PREMIER Bank
South Dakota
$105K
WC
2053
Whitney & Co
New York
$104K +$102K +715 New
CFD
2054
Creative Financial Designs
Indiana
$102K +$10.4K +73 +12%
WAM
2055
Watermark Asset Management
California
$101K +$6.4K +45 +7%
AWM
2056
AllSquare Wealth Management
New York
$101K +$30.6K +215 +47%
CB
2057
CNB Bank
Pennsylvania
$96K -$8.96K -63 -9%
NWM
2058
Northwest Wealth Management
Iowa
$95K
IGGA
2059
Iron Gate Global Advisors
Utah
$93K +$142 +1 +0.1%
FCB
2060
First Command Bank
Texas
$91K
FCFS
2061
First Command Financial Services
Texas
$91K
CAL
2062
Capital Advisors Ltd
Ohio
$88K
PI
2063
Parkside Investments
Illinois
$81K +$76.8K +540 New
HCM
2064
Highlander Capital Management
New Jersey
$75K -$142K -1,000 -67%
MA
2065
MCF Advisors
Kentucky
$71K
MWM
2066
MinichMacGregor Wealth Management
New York
$69K +$1.14K +8 +2%
AAIM
2067
Asset Advisors Investment Management
Georgia
$69K +$65.8K +463 New
RWG
2068
Regal Wealth Group
California
$65K
SSP
2069
Sapphire Star Partners
Washington
$65K +$61.3K +431 New
TG
2070
TLP Group
Illinois
$64K -$20.5K -144 -25%
PS
2071
Portfolio Strategies
New York
$64K
VEA
2072
Virtus ETF Advisers
New York
$64K
EWM
2073
Elmwood Wealth Management
California
$60K
RCG
2074
Ruggie Capital Group
Florida
$60K -$120K -841 -68%
BL
2075
Balentine LLC
Georgia
$59K +$5.83K +41 +12%