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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Smartleaf Asset Management
Massachusetts
$20.7K – – –
BWL
302
Bogart Wealth LLC
Virginia
$19.1K – – –
HNB
303
Hilltop National Bank
Wyoming
$16.6K – – –
IFWM
304
Institute for Wealth Management
Colorado
$16.6K +$18.5K +770 New
IA
305
IFG Advisory
Georgia
$14.7K +$16.4K +682 New
CTC
306
Central Trust Company
Missouri
$14.6K – – –
NA
307
NewEdge Advisors
Louisiana
$14.4K – – –
B
308
Bayban
Minnesota
$14.1K – – –
RTC
309
Riverview Trust Company
Washington
$13.9K – – –
WA
310
WPG Advisers
Maryland
$13.6K -$1.42K -59 -9%
CFS
311
CGC Financial Services
Oregon
$12.9K – – –
APW
312
Aventura Private Wealth
Florida
$12.7K – – –
BWM
313
Bernard Wealth Management
Michigan
$12.7K – – –
DJSG
314
D.J. St. Germain
Massachusetts
$11.8K – – –
EWP
315
Elevation Wealth Partners
California
$11.4K +$12.8K +532 New
OPTFSNA
316
Old Point Trust & Financial Services N A
Virginia
$10.8K – – –
SSG
317
Summit Securities Group
New York
$10.8K – – –
WSFS
318
Wilmington Savings Fund Society
Delaware
$10.7K – – –
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$10.3K -$2.11K -88 -15%
SWIM
320
Smallwood Wealth Investment Management
New Jersey
$10.1K – – –
UFF
321
USA Financial Formulas
Michigan
$9.83K +$11K +457 New
BFS
322
Bare Financial Services
Pennsylvania
$9.72K +$3.43K +143 +46%
BBHC
323
Brown Brothers Harriman & Co
New York
$9.03K – – –
PK
324
Pflug Koory
Nebraska
$8.82K – – –
GWM
325
Geneos Wealth Management
Colorado
$8.22K -$6.33K -264 -41%