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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
526
Sound Income Strategies
Florida
$41.3K -$130K -2,536 -77%
JCM
527
Jacobi Capital Management
Pennsylvania
$41K – – –
KTC
528
Kistler-Tiffany Companies
Pennsylvania
$41K +$103 +2 +0.3%
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$41K +$39.6K +772 New
PCG
530
Private Capital Group
Connecticut
$39K -$29K -565 -44%
SFS
531
Sowell Financial Services
Arkansas
$39K -$3.33K -65 -8%
VFA
532
Valeo Financial Advisors
Indiana
$39K – – –
MWP
533
Meridian Wealth Partners
Pennsylvania
$39K +$7.64K +149 +26%
RFA
534
Reilly Financial Advisors
California
$37K -$20.5K -400 -36%
AF
535
Allworth Financial
California
$37K +$154 +3 +0.4%
CIA
536
CSat Investment Advisory
Michigan
$37K +$2.26K +44 +7%
CFGS
537
Concourse Financial Group Securities
Alabama
$36K – – –
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$17.4K +340 +102%
CI
539
CX Institutional
Indiana
$35K +$6.98K +136 +26%
HNB
540
Huntington National Bank
Ohio
$34K – – –
Carson Wealth (CWM LLC)
541
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
JFA
542
JNBA Financial Advisors
Minnesota
$31K – – –
HFA
543
Hoover Financial Advisors
Pennsylvania
$30K +$205 +4 +0.7%
AP
544
Arlington Partners
Alabama
$29K – – –
JMF
545
Johnson Midwest Financial
Iowa
$28K +$257 +5 +1%
FC
546
FORA Capital
Florida
$28K +$27.2K +530 New
FPW
547
Flagship Private Wealth
Massachusetts
$27.3K -$51 -1 -0.2%
CBT
548
CoreFirst Bank & Trust
Kansas
$27K – – –
SWM
549
Selective Wealth Management
Virginia
$27K +$51 +1 +0.2%
PFBT
550
Parkside Financial Bank & Trust
Missouri
$27K +$2K +39 +9%