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Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$14K
NEAM
202
New England Asset Management
Connecticut
$14K
UFG
203
United Fire Group
Iowa
$14K
KTC
204
Kistler-Tiffany Companies
Pennsylvania
$13K +$2.59K +68 +22%
GWS
205
Glassman Wealth Services
Virginia
$12K
CPA
206
Clear Perspective Advisors
Illinois
$11K
QCG
207
Quadrant Capital Group
Ohio
$10K -$38 -1 -0.3%
WTC
208
WhitTier Trust Company
Nevada
$9K -$13K -340 -59%
APP
209
Avantax Planning Partners
Iowa
$9K +$9.46K +248 New
CBT
210
Capital Bank & Trust
California
$8K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$8K
IA
212
IFP Advisors
Florida
$8K
OFS
213
Orrstown Financial Services
Pennsylvania
$8K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$8K
WDL
215
Well Done LLC
Michigan
$8K +$8.5K +223 New
WT
216
Washington Trust
Rhode Island
$7K -$7.4K -194 -50%
AWM
217
Aevitas Wealth Management
Massachusetts
$7K
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$6K -$14.4K -378 -68%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$6K
GWM
220
Geneos Wealth Management
Colorado
$6K
VCM
221
Versant Capital Management
Arizona
$6K
MDCM
222
Morgan Dempsey Capital Management
Wisconsin
$5.29K -$610 -16 -10%
EWM
223
Endurance Wealth Management
Rhode Island
$4K
PFA
224
Pathway Financial Advisors
Vermont
$4K
RFA
225
Reilly Financial Advisors
California
$4K