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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
526
Valley National Advisers
Pennsylvania
$22K – – –
NS
527
NBC Securities
Alabama
$21.6K -$2.61K -49 -11%
EP
528
Essential Partners
California
$20.9K +$19.9K +374 New
FP
529
Financial Perspectives
Minnesota
$20.3K – – –
SFCL
530
Strengthening Families & Communities LLC
Massachusetts
$19.2K +$18.4K +345 New
AF
531
Alerus Financial
North Dakota
$19.2K – – –
FLFS
532
Family Legacy Financial Solutions
North Carolina
$19K +$372 +7 +2%
RF
533
Robinswood Financial
Washington
$18.5K – – –
BCM
534
Boreal Capital Management
Florida
$18.4K +$10.6K +200 +154%
GWSG
535
GPS Wealth Strategies Group
Colorado
$18K -$5.27K -99 -23%
WSFS
536
Wilmington Savings Fund Society
Delaware
$18K -$46.7K -877 -73%
FC
537
Fairscale Capital
New Hampshire
$18K – – –
1M
538
1248 Management
Missouri
$17.8K – – –
POIA
539
Pin Oak Investment Advisors
Texas
$17.3K -$37.2K -700 -69%
PTC
540
Private Trust Company
Ohio
$16.8K -$1.38K -26 -8%
CBT
541
CoreFirst Bank & Trust
Kansas
$16.7K – – –
BWAM
542
Boyd Watterson Asset Management
Ohio
$16.6K -$3.35K -63 -18%
BGC
543
Beutel, Goodman & Co
Ontario, Canada
$16K – – –
SIC
544
Salem Investment Counselors
North Carolina
$15.8K – – –
CA
545
Centerpoint Advisors
Massachusetts
$15K – – –
CWIG
546
Chung Wu Investment Group
Texas
$14.9K – – –
RS
547
Rakuten Securities
Japan
$14.1K +$585 +11 +5%
FWM
548
FSA Wealth Management
Massachusetts
$13.9K – – –
BI
549
Binnacle Investments
Iowa
$13.8K +$4.47K +84 +51%
CMP
550
Coston McIsaac & Partners
Maine
$13K – – –
20 21
22
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