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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
501
Old North State Trust
North Carolina
$47K – – –
VCM
502
Vigilant Capital Management
Maine
$47K – – –
GLI
503
Guardian Life Insurance
New York
$46K -$2.85K -45 -6%
CCA
504
Catalyst Capital Advisors
New York
$46K +$15.8K +250 +57%
PFO
505
Pathstone Family Office
New Jersey
$45K – – –
AP
506
Atwood & Palmer
Missouri
$43K – – –
PCFFS
507
Pacific Center for Financial Services
California
$40K – – –
RWM
508
Raffa Wealth Management
District of Columbia
$39.8K +$37.8K +598 New
IBOK
509
Independence Bank of Kentucky
Kentucky
$37K – – –
MSFP
510
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
JIR
511
James Investment Research
Ohio
$33K – – –
LFG
512
Larson Financial Group
Missouri
$30K – – –
TC
513
Truvestments Capital
Florida
$29K +$253 +4 +0.9%
FANJ
514
Financial Architects (New Jersey)
New Jersey
$28K – – –
PCIA
515
Prime Capital Investment Advisors
Kansas
$28K +$26.8K +423 New
RTC
516
Riverview Trust Company
Washington
$26K – – –
CI
517
CX Institutional
Indiana
$26K +$316 +5 +1%
KC
518
Knuff & Co
California
$25K +$23.5K +371 New
FCA
519
FinTrust Capital Advisors
South Carolina
$24K – – –
GAM
520
Gemmer Asset Management
California
$24K – – –
CTB
521
Country Trust Bank
Illinois
$24K +$22.5K +355 New
TWA
522
TCI Wealth Advisors
Arizona
$22K +$5K +79 +32%
CFG
523
Citizens Financial Group
Rhode Island
$22K +$5.76K +91 +39%
NSIM
524
North Star Investment Management
Illinois
$22K +$20.7K +327 New
BWA
525
Burt Wealth Advisors
Maryland
$21K – – –