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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1351
Opal Wealth Advisors
New York
$152K +$127K +10,021 New
BCM
1352
Bourgeon Capital Management
Connecticut
$151K -$1.26K -100 -1%
TW
1353
Towerpoint Wealth
California
$151K
SSB
1354
Sandy Spring Bank
Maryland
$149K +$2.97K +235 +2%
SMFG
1355
Sumitomo Mitsui Financial Group
Japan
$145K -$316K -25,000 -72%
PFBT
1356
Parkside Financial Bank & Trust
Missouri
$144K +$3.97K +314 +3%
EWA
1357
EverSource Wealth Advisors
Alabama
$143K +$11K +869 +10%
FWM
1358
Focused Wealth Management
New York
$143K +$620 +49 +0.5%
ACM
1359
Alpha Capital Management
Texas
$141K
AIC
1360
Archer Investment Corporation
Indiana
$137K +$7.4K +585 +7%
KC
1361
Kenfarb & Co
Kentucky
$136K -$5.06K -400 -4%
GWS
1362
Glassman Wealth Services
Virginia
$131K +$20K +1,583 +22%
TPCW
1363
TD Private Client Wealth
New York
$127K +$2.42K +191 +2%
SIS
1364
Strategic Investment Solutions
Illinois
$121K -$45.9K -3,630 -27%
MHR
1365
Matthew Hamilton Rosenberg
$118K -$83.9K -6,630 -46%
OA
1366
Operose Advisors
Wisconsin
$116K +$50.3K +3,977 +108%
FMII
1367
Farmers & Merchants Investments Inc
Nebraska
$114K +$15.2K +1,200 +19%
CHA
1368
Carmichael Hill & Associates
Maryland
$109K +$38.5K +3,046 +73%
TH
1369
TCTC Holdings
Texas
$108K
CP
1370
Castleview Partners
Texas
$108K -$13K -1,031 -13%
LT
1371
Legacy Trust
Michigan
$106K
CIA
1372
Cape Investment Advisory
Georgia
$104K +$9.64K +762 +12%
ETC
1373
Exchange Traded Concepts
Oklahoma
$102K +$63 +5 +0.1%
ACA
1374
Atlas Capital Advisors
Wyoming
$100K
FMB
1375
Field & Main Bank
Kentucky
$99.9K