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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
526
Jacobi Capital Management
Pennsylvania
$10K – – –
RFA
527
Reilly Financial Advisors
California
$10K – – –
FHA
528
First Horizon Advisors
Tennessee
$8K +$11.1K +66 New
AA
529
Ancora Advisors
Ohio
$7K -$8.42K -50 -50%
FCA
530
FinTrust Capital Advisors
South Carolina
$7K – – –
TFA
531
Toth Financial Advisory
Virginia
$7K – – –
AWA
532
Arkadios Wealth Advisors
Georgia
$6.51K -$2.53K -15 -23%
CT
533
Caldwell Trust
Florida
$6.51K – – –
KPW
534
Kore Private Wealth
New York
$6K -$58K -344 -88%
AIC
535
Ameritas Investment Company
Nebraska
$6K – – –
SBL
536
Sargent Bickham Lagudis
Colorado
$6K – – –
HI
537
Hudock Inc
Pennsylvania
$6K +$674 +4 +8%
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$5K -$14.3K -85 -70%
BAMG
539
Brand Asset Management Group
Missouri
$5K – – –
CIAS
540
CBIZ Investment Advisory Services
Ohio
$5K – – –
JFA
541
JNBA Financial Advisors
Minnesota
$5K – – –
OC
542
Oakworth Capital
Alabama
$5K – – –
TCOV
543
Trust Company of Vermont
Vermont
$5K – – –
MF
544
Manchester Financial
California
$5K +$6.74K +40 New
TFGT
545
TS Financial Group (TSFG)
Illinois
$5K +$6.74K +40 New
CB
546
CNB Bank
Pennsylvania
$4K -$65K -386 -92%
LPWM
547
Lake Point Wealth Management
Texas
$4K – – –
LS
548
Leelyn Smith
Illinois
$4K – – –
GWS
549
Glassman Wealth Services
Virginia
$4K +$2.19K +13 +93%
PWMG
550
Prestige Wealth Management Group
New Jersey
$4K +$4.55K +27 New