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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
601
Old North State Trust
North Carolina
$2K – – –
SFG
602
Steward Financial Group
Texas
$2K +$2.7K +67 +1,675%
DAM
603
Delta Asset Management
Tennessee
$1.97K – – –
FWM
604
Focused Wealth Management
New York
$1.93K – – –
ANBT
605
American National Bank & Trust
Texas
$1.81K – – –
TF
606
Tompkins Financial
New York
$1.69K – – –
CIA
607
Cape Investment Advisory
Georgia
$1.65K +$1.65K +41 New
PG
608
Proffitt & Goodson
Tennessee
$1.57K – – –
FP
609
Financial Perspectives
Minnesota
$1.57K – – –
WPA
610
West Paces Advisors
Georgia
$1.57K – – –
GWSG
611
GPS Wealth Strategies Group
Colorado
$1.57K +$1.57K +39 New
SC
612
Schubert & Co
Texas
$1.53K – – –
MFG
613
Mendota Financial Group
Wisconsin
$1.51K – – –
CWM
614
CarsonAllaria Wealth Management
Illinois
$1.45K +$40 +1 +3%
AF
615
Arrow Financial
New York
$1.33K – – –
CCP
616
Carmel Capital Partners
California
$1.29K +$1.29K +32 New
BAAM
617
Baker Avenue Asset Management
California
$1.25K -$403 -10 -24%
NECFA
618
New England Capital Financial Advisors
Connecticut
$1.25K – – –
SC
619
Stephens Consulting
Michigan
$1.21K – – –
CB
620
Community Bank
New York
$1.13K – – –
AWM
621
Abound Wealth Management
Tennessee
$1.12K – – –
HWM
622
HighMark Wealth Management
Minnesota
$1K – – –
VNA
623
Valley National Advisers
Pennsylvania
$1K -$4.79K -119 -86%
CAM
624
ClariVest Asset Management
California
$1K -$121 -3 -19%
TFA
625
Transamerica Financial Advisors
Florida
$1K – – –