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Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$44K – – –
HDIM
352
Hanson & Doremus Investment Management
Vermont
$43K – – –
IA
353
IFP Advisors
Florida
$40K -$73.3K -2,015 -64%
RIA
354
Realta Investment Advisors
Delaware
$40K +$37.8K +1,040 New
ASN
355
Advisory Services Network
Georgia
$39K -$31.7K -872 -45%
SIC
356
Salem Investment Counselors
North Carolina
$37K +$34.3K +942 New
VCM
357
Versant Capital Management
Arizona
$36K – – –
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$36K +$25.4K +697 +211%
KTC
359
Kistler-Tiffany Companies
Pennsylvania
$35K -$1.6K -44 -4%
Walleye Capital
360
Walleye Capital
New York
$35K +$34.5K +947 New
THWM
361
Taylor Hoffman Wealth Management
Virginia
$34K – – –
EFSCE
362
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$25.7K +705 +307%
TCOV
363
Trust Company of Vermont
Vermont
$31K – – –
WAM
364
Wealthspire Advisors (Maryland)
Maryland
$31K +$1.6K +44 +6%
LWANC
365
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
ZB
366
Zions Bancorporation
Utah
$30K +$29K +796 New
QCG
367
Quadrant Capital Group
Ohio
$29K +$2.04K +56 +7%
WEC
368
Winslow Evans & Crocker
Massachusetts
$28K – – –
CAM
369
Close Asset Management
United Kingdom
$27K -$804K -22,094 -97%
CFB
370
Cullen/Frost Bankers
Texas
$26K +$25.5K +700 New
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$24K +$23.8K +655 New
YWP
372
YorkBridge Wealth Partners
New York
$23K -$364 -10 -2%
SHJ
373
Sharkey, Howes & Javer
Colorado
$22K – – –
JCM
374
Jacobi Capital Management
Pennsylvania
$22K +$182 +5 +0.9%
FFC
375
First Financial Corp
Indiana
$21K – – –