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Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$13K
AIM
502
AHL Investment Management
Florida
$13K +$12.5K +300 New
ACM
503
Aquatic Capital Management
Illinois
$13K +$12.5K +300 New
BAM
504
Byrne Asset Management
New Jersey
$13K +$12.5K +300 New
AWA
505
Amplius Wealth Advisors
Pennsylvania
$13K +$12.8K +308 New
ETC
506
Exchange Traded Concepts
Oklahoma
$12K -$3.11M -74,706 -100%
SWM
507
Sugarloaf Wealth Management
Georgia
$12K -$9.49K -228 -46%
CWM
508
Cranbrook Wealth Management
Michigan
$12K
GCM
509
Gables Capital Management
Florida
$12K
TSW
510
Thompson Siegel & Walmsley
Virginia
$12K
CNBTD
511
Citizens National Bank Trust Department
Mississippi
$12K +$11.8K +283 New
FPFS
512
First Personal Financial Services
North Carolina
$11K -$26.8K -643 -71%
PFBT
513
Parkside Financial Bank & Trust
Missouri
$10K -$42 -1 -0.4%
APA
514
American Portfolios Advisors
New York
$9.53K
AWM
515
Avior Wealth Management
Nebraska
$9K
BAM
516
Bellevue Asset Management
Washington
$9K
CCA
517
Column Capital Advisors
Indiana
$9K
TIM
518
Tortoise Investment Management
New York
$9K
GI
519
Gradient Investments
Minnesota
$9K +$42 +1 +0.5%
CSB
520
City State Bank
Iowa
$9K +$8.95K +215 New
SIS
521
Sound Income Strategies
Florida
$8K
EWA
522
EverSource Wealth Advisors
Alabama
$8K +$7.41K +178 New
BBPWM
523
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.61K +183 New
VCM
524
Versant Capital Management
Arizona
$7K -$208 -5 -3%
CBT
525
Central Bank & Trust
Kentucky
$7K