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Name Holding Trade Value Shares
Change
Change in
Stake
DI
526
Disciplined Investments
Oklahoma
$22K
IFAM
527
Institutional & Family Asset Management
Colorado
$22K
NSIM
528
North Star Investment Management
Illinois
$22K +$122 +5 +0.6%
PCG
529
Private Capital Group
Connecticut
$21K -$2.14K -88 -9%
AA
530
Addison Advisors
Vermont
$21K
SSB
531
Sandy Spring Bank
Maryland
$21K
CWS
532
Confluence Wealth Services
Pennsylvania
$21K +$21.2K +873 New
QC
533
Quent Capital
New York
$21K +$21.4K +882 New
FRA
534
Front Row Advisors
California
$20K
MA
535
Montag & Associates
Georgia
$20K
TC
536
TAP Consulting
Missouri
$20K +$19.9K +819 New
CF
537
Concorde Financial
Texas
$20K +$20.1K +826 New
PCM
538
Peregrine Capital Management
Minnesota
$19K
GWM
539
Geneos Wealth Management
Colorado
$17K -$122 -5 -0.7%
CAL
540
Capital Advisors Ltd
Ohio
$17K +$510 +21 +3%
SCA
541
Snowden Capital Advisors
New York
$16K +$16.5K +680 New
PFBT
542
Parkside Financial Bank & Trust
Missouri
$15K
TFO
543
Tarbox Family Office
California
$15K
FHA
544
First Horizon Advisors
Tennessee
$14K -$15K -616 -51%
AWM
545
Accel Wealth Management
Iowa
$14K
CA
546
Crewe Advisors
Utah
$14K +$14K +575 New
UB
547
UMB Bank
Missouri
$14K +$14.5K +596 New
CG
548
Cutler Group
California
$14K +$14.8K +607 New
SWA
549
Sutton Wealth Advisors
Florida
$13.2K -$292 -12 -2%
PWMG
550
Prestige Wealth Management Group
New Jersey
$12K -$1.02K -42 -8%