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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
951
FinTrust Capital Advisors
South Carolina
$25K – – –
FPFS
952
First Personal Financial Services
North Carolina
$25K – – –
WT
953
Washington Trust
Rhode Island
$25K – – –
KFS
954
Kelly Financial Services
Massachusetts
$24.1K +$177 +1 +0.7%
ATC
955
Adirondack Trust Company
New York
$21K -$14.1K -80 -40%
IAS
956
IMA Advisory Services
Colorado
$21K – – –
Optiver Holding
957
Optiver Holding
Netherlands
$21K +$21.9K +124 New
LWA
958
Lenox Wealth Advisors
New York
$21K +$22.1K +125 New
CA
959
Crewe Advisors
Utah
$20K – – –
PFBT
960
Parkside Financial Bank & Trust
Missouri
$20K +$2.3K +13 +13%
AF
961
Advisornet Financial
Minnesota
$19K – – –
PFA
962
Professional Financial Advisors
Nebraska
$19K – – –
SWA
963
SOA Wealth Advisors
New York
$19K – – –
KIG
964
Kowal Investment Group
Wisconsin
$19K +$19.6K +111 New
HWA
965
Heritage Wealth Advisors
Virginia
$18.6K – – –
WBC
966
West Branch Capital
Massachusetts
$18K – – –
PP
967
Pacifica Partners
Canada
$17K -$12.4K -70 -41%
1IA
968
1834 Investment Advisors
Wisconsin
$17K – – –
CAGAS
969
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
CIAS
970
CBIZ Investment Advisory Services
Ohio
$17K – – –
EWM
971
Edge Wealth Management
New York
$17K – – –
PG
972
Proffitt & Goodson
Tennessee
$17K – – –
SN
973
Sittner & Nelson
Oregon
$17K – – –
MUMSS
974
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$17.7K +100 New
EBA
975
Eagle Bay Advisors
New York
$16K +$3.53K +20 +25%