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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
951
Capital Bank & Trust
California
$44K
DMK
952
David M. Knott
$44K
SSB
953
Sandy Spring Bank
Maryland
$43K -$25.8K -3,000 -38%
SCM
954
Silvant Capital Management
Georgia
$43K
RWG
955
Regal Wealth Group
California
$42K +$575 +67 +1%
ACS
956
Archford Capital Strategies
Illinois
$42K +$4.93K +574 +14%
LHC
957
Little House Capital
Massachusetts
$41K +$40.2K +4,678 New
BC
958
Barnett & Company
Tennessee
$38K
ZB
959
Zions Bancorporation
Utah
$38K +$37.3K +4,347 New
SIM
960
Sentry Investment Management
Wisconsin
$37K -$1.89M -220,001 -98%
BWL
961
Bogart Wealth LLC
Virginia
$37K
WAS
962
Winch Advisory Services
Wisconsin
$37K +$438 +51 +1%
GI
963
Gradient Investments
Minnesota
$36K -$66.9K -7,786 -65%
LC
964
Lavaca Capital
Texas
$36K
FQ
965
First Quadrant
California
$35K
DWM
966
Destination Wealth Management
California
$35K +$2.58K +300 +8%
RE
967
RBC Europe
United Kingdom
$34K -$20.2K -2,350 -38%
CAW
968
Cornerstone Advisors (Washington)
Washington
$33K +$9.03K +1,051 +38%
PFO
969
Pathstone Family Office
New Jersey
$32K
AWM
970
AllSquare Wealth Management
New York
$32K +$60 +7 +0.2%
WCM
971
WealthBridge Capital Management
Ohio
$32K +$10.6K +1,237 +65%
KFS
972
Kelly Financial Services
Massachusetts
$32K +$31.3K +3,642 New
SFG
973
Sage Financial Group
Pennsylvania
$31K
AIS
974
Accurate Investment Solutions
Pennsylvania
$31K +$326 +38 +1%
OIA
975
OneDigital Investment Advisors
Kansas
$31K +$962 +112 +3%