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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
601
City State Bank
Iowa
$59K – – –
BC
602
Burleson & Co
California
$58K +$69.6K +860 +573%
PMFA
603
Plante Moran Financial Advisors
Michigan
$57K -$1.62K -20 -2%
CI
604
CAZ Investments
Texas
$57K +$40.5K +500 +100%
S
605
Schroders
United Kingdom
$55K -$45.1K -557 -36%
EWA
606
EverSource Wealth Advisors
Alabama
$55K +$51.2K +633 +187%
FP
607
Financial Perspectives
Minnesota
$54.2K – – –
AA
608
Ancora Advisors
Ohio
$53K -$24K -297 -24%
PCM
609
Penserra Capital Management
California
$53K +$1.38K +17 +2%
SC
610
Sierra Capital
Florida
$50K – – –
CWM
611
Castle Wealth Management
Florida
$50K +$71.2K +880 New
PTC
612
Private Trust Company
Ohio
$48K +$68.2K +842 New
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$46K -$28.9K -357 -31%
RA
614
Rise Advisors
New York
$46K +$1.62K +20 +3%
WWMSC
615
Wagner Wealth Management (South Carolina)
South Carolina
$44K +$61.6K +761 New
MHR
616
Matthew Hamilton Rosenberg
$43K – – –
WT
617
Washington Trust
Rhode Island
$43K +$32.4K +400 +111%
IAMOG
618
Investors Asset Management of Georgia
Georgia
$43K +$60.7K +750 New
VNA
619
Valley National Advisers
Pennsylvania
$42K – – –
BTI
620
Blue Trust Inc
Georgia
$42K +$32.1K +396 New
CAL
621
Capital Advisors Ltd
Ohio
$38K -$1.54K -19 -3%
AW
622
ACG Wealth
Georgia
$38K +$52.9K +654 New
IPAM
623
ICICI Prudential Asset Management
India
$36K +$2.27K +28 +5%
BC
624
Bartlett & Co
Ohio
$34K +$14.5K +179 +44%
BCWM
625
Bartlett & Co Wealth Management
Ohio
$33.8K +$14.5K +179 +44%
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25
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