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Name Holding Trade Value Shares
Change
Change in
Stake
FP
651
Fiduciary Planning
Florida
$55K – – –
KTC
652
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
LWM
653
Liberty Wealth Management
California
$53K – – –
BWA
654
BDO Wealth Advisors
Florida
$53K +$101 +1 +0.2%
NIM
655
NuWave Investment Management
New Jersey
$51K +$49.5K +488 New
VFA
656
Valeo Financial Advisors
Indiana
$47K -$18.7K -184 -29%
FHA
657
First Horizon Advisors
Tennessee
$46K +$4.66K +46 +12%
CIA
658
CSat Investment Advisory
Michigan
$46K +$10.4K +103 +31%
FFA
659
Freedman Financial Associates
Massachusetts
$44K – – –
AWM
660
Accel Wealth Management
Iowa
$44K +$101 +1 +0.2%
SSB
661
Sandy Spring Bank
Maryland
$43K – – –
SFSIG
662
San Francisco Sentry Investment Group
California
$43K – – –
CB
663
CNB Bank
Pennsylvania
$42K – – –
NSIM
664
North Star Investment Management
Illinois
$42K – – –
WAP
665
Wealthcare Advisory Partners
Pennsylvania
$40K +$38.4K +379 New
CFFP
666
Center for Financial Planning
Michigan
$37K – – –
SBL
667
Sargent Bickham Lagudis
Colorado
$34K -$37.3K -368 -53%
CA
668
Clearstead Advisors
Ohio
$32K – – –
CCC
669
Crescent Capital Consulting
Louisiana
$32K – – –
HCP
670
Hexagon Capital Partners
Arkansas
$31K – – –
SSC
671
Syverson Strege & Co
Iowa
$31K +$101 +1 +0.3%
AWM
672
Atticus Wealth Management
Florida
$31K +$6.59K +65 +29%
APA
673
American Portfolios Advisors
New York
$28.1K – – –
POIA
674
Pin Oak Investment Advisors
Texas
$27K – – –
LC
675
Lindbrook Capital
California
$27K +$507 +5 +2%