Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Continuum Advisory
Idaho
$10.9K -$448 -9 -4%
SFGP
552
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7K – – –
CFD
553
Creative Financial Designs
Indiana
$10.4K +$2.69K +54 +34%
BBHC
554
Brown Brothers Harriman & Co
New York
$10.3K -$27.5K -553 -72%
ZBNA
555
Zions Bancorporation, National Association
Utah
$10K +$10.3K +207 New
TC
556
Truvestments Capital
Florida
$9.42K +$9.66K +194 New
MSG
557
Main Street Group
Virginia
$8.85K +$996 +20 +12%
CPG
558
Cornerstone Planning Group
New Jersey
$8.27K +$1.25K +25 +17%
NFSG
559
Newbridge Financial Services Group
Florida
$7.97K -$47K -945 -85%
CAM
560
Creekmur Asset Management
Illinois
$7.93K -$1.44K -29 -15%
AAG
561
Armstrong Advisory Group
Massachusetts
$7.81K – – –
BIM
562
Breakwater Investment Management
Washington
$7.77K – – –
PWAM
563
Private Wealth Asset Management
Iowa
$7.77K +$7.97K +160 New
EPIMS
564
Evelyn Partners Investment Management Services
$7.57K – – –
WTA
565
Washington Trust Advisors
Massachusetts
$7.47K +$7.67K +154 New
CB
566
Community Bank
New York
$7.28K -$54.8K -1,100 -88%
RMC
567
Resources Management Corp
Connecticut
$7K +$7.47K +150 New
OPTFSNA
568
Old Point Trust & Financial Services N A
Virginia
$6.94K – – –
GSWM
569
Golden State Wealth Management
California
$6.9K +$50 +1 +0.7%
MCI
570
MRP Capital Investments
Georgia
$6.8K -$9.96K -200 -59%
AFS
571
Anderson Financial Strategies
Ohio
$6.8K +$6.97K +140 New
CA
572
Clearstead Advisors
Ohio
$5.1K -$14.5K -291 -73%
SRCM
573
Signature Resources Capital Management
California
$4.95K – – –
FCMT
574
Founders Capital Management (Texas)
Texas
$4.9K – – –
OW
575
Olistico Wealth
Oklahoma
$4.85K – – –