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CAG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
626
Altus Wealth Group
Colorado
$41K +$41.5K +1,144 New
HIA
627
Harbor Investment Advisory
Maryland
$40K – – –
PFO
628
Pathstone Family Office
New Jersey
$40K +$1.71K +47 +4%
DAC
629
Dividend Assets Capital
South Carolina
$38K +$37.7K +1,040 New
ONST
630
Old North State Trust
North Carolina
$37K -$19.7K -543 -35%
PFGIA
631
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$36.3K +1,001 +10,010%
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$36K -$42.5K -1,171 -54%
SWM
633
Sugarloaf Wealth Management
Georgia
$36K -$5.08K -140 -12%
TCM
634
Tradewinds Capital Management
Washington
$36K – – –
CIA
635
CSat Investment Advisory
Michigan
$35K -$52.2K -1,438 -60%
WAM
636
Wolverine Asset Management
Illinois
$34K +$34.5K +952 New
TWA
637
TCI Wealth Advisors
Arizona
$32K -$5.33K -147 -14%
PFBT
638
Parkside Financial Bank & Trust
Missouri
$30K -$544 -15 -2%
LC
639
Lindbrook Capital
California
$30K +$580 +16 +2%
BCWM
640
Bartlett & Co Wealth Management
Ohio
$29K – – –
BC
641
Bartlett & Co
Ohio
$29K – – –
CA
642
Clearstead Advisors
Ohio
$29K – – –
MMG
643
Monetary Management Group
Missouri
$29K – – –
PCTC
644
Perkins Coie Trust Company
Washington
$29K – – –
SQA
645
Simon Quick Advisors
New Jersey
$29K – – –
BWM
646
BerganKDV Wealth Management
Minnesota
$28K – – –
CT
647
Caldwell Trust
Florida
$27.4K – – –
FF
648
FourThought Financial
Florida
$26K +$26.3K +725 New
CHA
649
Carmichael Hill & Associates
Maryland
$25K – – –
DAM
650
Delta Asset Management
Tennessee
$25K – – –
24 25
26
27 28