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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1026
Osterweis Capital Management
California
$92K +$95.9K +1,630 New
CB
1027
Community Bank
New York
$90K -$47.1K -800 -33%
OC
1028
Oakmont Corp
California
$90K
SOW
1029
State of Wyoming
Wyoming
$89K +$47.4K +806 +104%
RA
1030
Rise Advisors
New York
$89K +$59.1K +1,004 +174%
ST
1031
Smithfield Trust
Pennsylvania
$87K
C
1032
Covestor
United Kingdom
$86K +$57.4K +976 +176%
VWM
1033
Valley Wealth Managers
New Jersey
$83K -$47.5K -808 -35%
LS
1034
Leelyn Smith
Illinois
$82K -$22.3K -379 -21%
SBL
1035
Sargent Bickham Lagudis
Colorado
$81K +$471 +8 +0.6%
OSNBOA
1036
Old Second National Bank of Aurora
Illinois
$77K
SCA
1037
Stonebridge Capital Advisors
Minnesota
$74K +$1.59K +27 +2%
GIA
1038
Goodwin Investment Advisory
Georgia
$73K +$76.4K +1,298 New
CA
1039
Crewe Advisors
Utah
$70K +$20.1K +341 +37%
CFG
1040
CKW Financial Group
Hawaii
$68K
EL
1041
EMFO LLC
Florida
$67K
FNBOSM
1042
First National Bank of South Miami
Florida
$67K
Pacer Advisors
1043
Pacer Advisors
Pennsylvania
$66K -$8.31M -141,276 -99%
KA
1044
Kozak & Associates
Colorado
$65K
ZB
1045
Zions Bancorporation
Utah
$63K
SIC
1046
SJS Investment Consulting
Ohio
$63K +$65K +1,104 New
CFFP
1047
Center for Financial Planning
Michigan
$62K
MA
1048
MCF Advisors
Kentucky
$59K +$412 +7 +0.7%
PGAM
1049
Princeton Global Asset Management
New Jersey
$58K
BC
1050
Bartlett & Co
Ohio
$57K