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Name Holding Trade Value Shares
Change
Change in
Stake
Heritage Wealth Advisors
1001
Heritage Wealth Advisors
Virginia
$48.5K – – –
SIM
1002
Sonora Investment Management
Arizona
$45K -$598 -3 -1%
EP
1003
Eudaimonia Partners
Tennessee
$44K -$1.4K -7 -3%
FNBOSM
1004
First National Bank of South Miami
Florida
$43K +$13.9K +70 +53%
KIG
1005
Kessler Investment Group
Indiana
$42K -$1.71M -8,608 -98%
RTC
1006
Riverview Trust Company
Washington
$42K – – –
VCM
1007
Versant Capital Management
Arizona
$42K – – –
IFAM
1008
Institutional & Family Asset Management
Colorado
$40K -$46K -231 -55%
TFO
1009
Tarbox Family Office
California
$35K – – –
PAI
1010
Pittenger & Anderson Inc
Nebraska
$32K – – –
HWA
1011
HHM Wealth Advisors
Tennessee
$32K +$9.96K +50 +50%
FHC
1012
First Horizon Corporation
Tennessee
$32K +$30.9K +155 New
NIC
1013
Northwest Investment Counselors
Oregon
$30K +$28.1K +141 New
GAM
1014
Gemmer Asset Management
California
$28K – – –
BWM
1015
Baystate Wealth Management
Massachusetts
$28K +$199 +1 +0.8%
TC
1016
Trust Company
Kansas
$27K -$2.99K -15 -10%
LC
1017
Lindbrook Capital
California
$27K +$996 +5 +4%
APC
1018
Aspire Private Capital
North Carolina
$27K +$25.7K +129 New
TPWA
1019
TRUE Private Wealth Advisors
Oregon
$26K – – –
PMFA
1020
Plante Moran Financial Advisors
Michigan
$26K +$24.9K +125 New
CB
1021
CNB Bank
Pennsylvania
$24K – – –
Van Lanschot Kempen Investment Management
1022
Van Lanschot Kempen Investment Management
Netherlands
$23K -$598 -3 -3%
JFA
1023
JNBA Financial Advisors
Minnesota
$23K – – –
Arkadios Wealth Advisors
1024
Arkadios Wealth Advisors
Georgia
$22.3K -$199 -1 -1%
EWM
1025
Endurance Wealth Management
Rhode Island
$21K – – –