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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1401
Beacon Financial Strategies
North Carolina
$105K – – –
CCA
1402
Catalyst Capital Advisors
New York
$104K +$49.4K +446 +88%
Vanguard National Trust
1403
Vanguard National Trust
Pennsylvania
$104K +$105K +945 New
DWS
1404
Dynamic Wealth Strategies
California
$97.5K – – –
CSPIA
1405
Cary Street Partners Investment Advisory
Virginia
$95K +$25K +226 +35%
MSG
1406
Main Street Group
Virginia
$94.8K +$95.8K +864 New
MCM
1407
Manchester Capital Management
Vermont
$94.4K -$17.8K -161 -16%
AW
1408
Ankerstar Wealth
Texas
$93.9K +$46.5K +420 +97%
PMFA
1409
Plante Moran Financial Advisors
Michigan
$93.7K +$36.8K +332 +64%
SIC
1410
Salem Investment Counselors
North Carolina
$92.7K +$93.7K +845 New
CFO
1411
Capitol Family Office
Oregon
$91.3K – – –
TCM
1412
Triumph Capital Management
Colorado
$88.9K +$2.77K +25 +3%
HIIFS
1413
Harel Insurance Investments & Financial Services
Israel
$88K +$88.7K +800 New
BTC
1414
Bank & Trust Company
Illinois
$87.8K – – –
ANBT
1415
American National Bank & Trust
Texas
$84.6K – – –
HHCP
1416
Hilton Head Capital Partners
South Carolina
$84.5K – – –
CA
1417
Crewe Advisors
Utah
$84K – – –
CWM
1418
Copia Wealth Management
Oregon
$83.3K – – –
GWSA
1419
Global Wealth Strategies & Associates
Colorado
$83K -$332 -3 -0.4%
SFO
1420
Standard Family Office
South Dakota
$80.7K – – –
TIAA Trust, National Association
1421
TIAA Trust, National Association
North Carolina
$79.8K -$2.95M -26,578 -97%
TF
1422
Tompkins Financial
New York
$79.6K +$80.5K +726 New
BGA
1423
Battery Global Advisors
Massachusetts
$78.8K -$9.31K -84 -10%
MLA
1424
MB, Levis & Associates
Pennsylvania
$78K +$443 +4 +0.6%
TFGT
1425
TS Financial Group (TSFG)
Illinois
$77K – – –