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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
826
Salem Investment Counselors
North Carolina
$48K – – –
NFSG
827
Newbridge Financial Services Group
Florida
$44K -$343K -3,360 -88%
LS
828
Leelyn Smith
Illinois
$41K -$244K -2,392 -85%
IAMOG
829
Investors Asset Management of Georgia
Georgia
$39K – – –
SSB
830
Sandy Spring Bank
Maryland
$39K – – –
CA
831
Clearstead Advisors
Ohio
$39K +$40.8K +400 New
BTI
832
Blue Trust Inc
Georgia
$38K +$3.27K +32 +9%
CP
833
Castleview Partners
Texas
$35K -$317K -3,104 -90%
MA
834
MUFG Americas
New York
$35K -$44.9K -440 -55%
ODG
835
O'Dell Group
Ohio
$33K – – –
RTC
836
Riverview Trust Company
Washington
$32K – – –
HR
837
Howe & Rusling
New York
$32K +$33.9K +332 New
CCA
838
Catalyst Capital Advisors
New York
$31K -$817 -8 -2%
CYG
839
Clean Yield Group
Vermont
$31K – – –
FHA
840
First Horizon Advisors
Tennessee
$31K +$8.58K +84 +34%
First Manhattan
841
First Manhattan
New York
$30K – – –
ADL
842
Asset Dedication LLC
California
$29K +$30.6K +300 New
FPFS
843
First Personal Financial Services
North Carolina
$27K – – –
MA
844
MCF Advisors
Kentucky
$27K – – –
QC
845
Quent Capital
New York
$27K +$18K +176 +169%
HH
846
HWG Holdings
Texas
$27K +$28.6K +280 New
KFI
847
Key Financial Inc
Pennsylvania
$26K – – –
TC
848
Trust Company
Kansas
$21K -$9.39K -92 -30%
CFD
849
Creative Financial Designs
Indiana
$21K – – –
SWA
850
Sutton Wealth Advisors
Florida
$20.6K – – –