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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
826
Clearview Wealth Advisors
Oregon
$88K +$389 +4 +0.5%
CA
827
Centerpoint Advisors
Massachusetts
$79K – – –
TFM
828
TFC Financial Management
Massachusetts
$76K – – –
PFBT
829
Parkside Financial Bank & Trust
Missouri
$70K +$3.5K +36 +6%
SFO
830
Standard Family Office
South Dakota
$70K +$64.2K +660 New
PFGIA
831
Patriot Financial Group Insurance Agency
Massachusetts
$66K – – –
EW
832
Evoke Wealth
California
$66K +$2.33K +24 +4%
SCA
833
Sandy Cove Advisors
Massachusetts
$65K -$5.06K -52 -8%
CWP
834
Concord Wealth Partners
Virginia
$59K +$10.9K +112 +25%
AWA
835
Aaron Wealth Advisors
Illinois
$57K +$52.1K +536 New
EWA
836
EverSource Wealth Advisors
Alabama
$55K -$6.62K -68 -12%
Bank Julius Baer & Co
837
Bank Julius Baer & Co
Switzerland
$53K – – –
SIC
838
Salem Investment Counselors
North Carolina
$48K -$8.56K -88 -16%
GWS
839
Glassman Wealth Services
Virginia
$48K -$778 -8 -2%
CI
840
Carroll Investors
South Carolina
$44K -$27.2K -280 -40%
FHA
841
First Horizon Advisors
Tennessee
$43K -$15.2K -156 -28%
ETI
842
Enterprise Trust & Investment
California
$43K – – –
SSB
843
Sandy Spring Bank
Maryland
$43K +$8.95K +92 +29%
MA
844
MCF Advisors
Kentucky
$39K +$35.8K +368 New
CP
845
Castleview Partners
Texas
$37K +$34.6K +356 New
ODG
846
O'Dell Group
Ohio
$36K -$7K -72 -18%
RTC
847
Riverview Trust Company
Washington
$35K +$32.3K +332 New
CYG
848
Clean Yield Group
Vermont
$34K – – –
First Manhattan
849
First Manhattan
New York
$33K – – –
TFO
850
Tarbox Family Office
California
$32K -$2.72K -28 -8%