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Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
Montag & Associates
Georgia
$22K
FRA
527
Front Row Advisors
California
$21K
PCM
528
Peregrine Capital Management
Minnesota
$20K
PFGIA
529
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$10.2K +449 +141%
SCA
530
Stonebridge Capital Advisors
Minnesota
$20K +$17.7K +781 New
GWM
531
Geneos Wealth Management
Colorado
$18K
TFO
532
Tarbox Family Office
California
$16K
AWM
533
Accel Wealth Management
Iowa
$15K
CA
534
Crewe Advisors
Utah
$15K
UB
535
UMB Bank
Missouri
$15K
HDIM
536
Hanson & Doremus Investment Management
Vermont
$15K +$13.1K +580 New
SWA
537
Sutton Wealth Advisors
Florida
$14.4K +$339 +15 +3%
SSB
538
Sandy Spring Bank
Maryland
$14K -$6.78K -300 -35%
AIP
539
Ahrens Investment Partners
Louisiana
$13K
CA
540
Clearstead Advisors
Ohio
$13K
OA
541
Operose Advisors
Wisconsin
$13K
PWMG
542
Prestige Wealth Management Group
New Jersey
$13K
SC
543
Seldon Capital
California
$13K
Lazard Asset Management
544
Lazard Asset Management
New York
$13K +$588 +26 +5%
ADL
545
Asset Dedication LLC
California
$12K
ZIG
546
Zullo Investment Group
Pennsylvania
$12K
M1FG
547
Mach-1 Financial Group
Arkansas
$12K +$11.3K +500 New
ST
548
Smithfield Trust
Pennsylvania
$11K
HFM
549
Harvest Fund Management
China
$10K
GIA
550
GHP Investment Advisors
Colorado
$10K +$8.75K +387 New