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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
901
Red Door Wealth Management
Tennessee
$40K – – –
SIM
902
Sonora Investment Management
Arizona
$40K +$3.42K +617 +10%
EIP
903
Ellis Investment Partners
Pennsylvania
$40K +$4.57K +826 +14%
HR
904
Howe & Rusling
New York
$40K +$13.8K +2,500 +61%
PFBT
905
Parkside Financial Bank & Trust
Missouri
$39K +$17.1K +3,095 +94%
GEA
906
Glen Eagle Advisors
New Jersey
$37.2K -$7.31K -1,320 -18%
CI
907
CX Institutional
Indiana
$36K +$9.09K +1,642 +39%
KFS
908
Kelly Financial Services
Massachusetts
$35.6K +$13.8K +2,500 +74%
DOA
909
D'Orazio & Associates
Virginia
$35K – – –
PCM
910
Penserra Capital Management
California
$35K +$914 +165 +3%
FPB
911
First PREMIER Bank
South Dakota
$35K +$16.6K +3,000 +111%
NSIM
912
North Star Investment Management
Illinois
$34K -$175K -31,666 -85%
CHC
913
City Holding Co
West Virginia
$34K – – –
CAW
914
Cornerstone Advisors (Washington)
Washington
$34K +$9.54K +1,723 +44%
SWM
915
Selective Wealth Management
Virginia
$34K +$9.97K +1,800 +47%
PB
916
Pinnacle Bancorp
Nebraska
$33K +$2.77K +500 +10%
WCG
917
Weaver Consulting Group
California
$33K +$11.1K +2,000 +60%
RFA
918
Reilly Financial Advisors
California
$32K -$3.13K -565 -10%
CHA
919
Carmichael Hill & Associates
Maryland
$32K -$1.35K -243 -4%
TF
920
TimeScale Financial
Massachusetts
$32K – – –
CFN
921
Cordasco Financial Network
Florida
$32K +$11.1K +2,000 +61%
FCM
922
Firestone Capital Management
Florida
$32K +$29.5K +5,326 New
GWMIA
923
Global Wealth Management Investment Advisory
Florida
$31K -$5.33K -962 -16%
CWM
924
Cranbrook Wealth Management
Michigan
$31K – – –
RWG
925
Regal Wealth Group
California
$31K – – –