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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
526
CVA Family Office
Colorado
$4K +$4.3K +170 New
PFBT
527
Parkside Financial Bank & Trust
Missouri
$3K -$1.52K -60 -34%
FPS
528
Fieldpoint Private Securities
Connecticut
$3K – – –
GLLW
529
Graves Light Lenhart Wealth
Virginia
$3K – – –
HFM
530
Hartford Financial Management
Connecticut
$3K – – –
SIC
531
Salem Investment Counselors
North Carolina
$3K – – –
TWM
532
Tradition Wealth Management
Minnesota
$3K – – –
ZB
533
Zions Bancorporation
Utah
$3K – – –
CSB
534
City State Bank
Iowa
$3K +$2.53K +100 New
S
535
Surevest
California
$3K +$2.58K +102 New
ACA
536
Atlas Capital Advisors
Wyoming
$2.73K – – –
AIM
537
Anchor Investment Management
South Carolina
$2.6K – – –
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$11.6K -459 -84%
PWMG
539
Prestige Wealth Management Group
New Jersey
$2K -$1.01K -40 -34%
TCM
540
TD Capital Management
Tennessee
$2K – – –
HIA
541
Harbor Investment Advisory
Maryland
$2K +$202 +8 +13%
FBT
542
First Bank & Trust
South Dakota
$2K +$1.59K +63 New
BBPWM
543
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.28K +90 New
RWM
544
Raffa Wealth Management
District of Columbia
$1.2K – – –
TAIM
545
TD Ameritrade Investment Management
Nebraska
$1K -$369K -14,571 -100%
AAP
546
Arax Advisory Partners
Colorado
$1K – – –
CAM
547
ClariVest Asset Management
California
$1K – – –
CWA
548
Clearview Wealth Advisors
Oregon
$1K – – –
DI
549
Disciplined Investments
Oklahoma
$1K – – –
FWM
550
Focused Wealth Management
New York
$1K – – –
20 21
22
23 24