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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1551
Davidson Trust Company
Washington
$528K
PP
1552
PDS Planning
Ohio
$527K +$95.1K +711 +21%
EWM
1553
Empirical Wealth Management
Washington
$527K -$74.9K -560 -12%
ONST
1554
Old North State Trust
North Carolina
$527K -$372K -2,782 -41%
RIA
1555
Retirement Investment Advisors
Oklahoma
$527K +$256K +1,910 +91%
EWM
1556
Endurance Wealth Management
Rhode Island
$526K -$1.87K -14 -0.3%
CHA
1557
Carmichael Hill & Associates
Maryland
$525K +$33.7K +252 +7%
EFSCE
1558
Enterprise Financial Services Corp (EFSC)
Missouri
$522K -$12.8K -96 -2%
MA
1559
Mezzasalma Advisors
New Jersey
$522K
CWA
1560
CJM Wealth Advisers
Virginia
$522K +$1.74K +13 +0.3%
OCM
1561
Orion Capital Management
California
$522K +$353K +2,640 +197%
GI
1562
Gradient Investments
Minnesota
$521K +$81.2K +607 +18%
BB
1563
Berkshire Bank
Massachusetts
$520K
CCB
1564
Cutter & Co Brokerage
Missouri
$520K -$17.9K -134 -3%
TL
1565
Tradewinds LLC
North Carolina
$519K +$530K +3,961 New
WAG
1566
Wallace Advisory Group
California
$519K +$6.96K +52 +1%
GL
1567
Graypoint LLC
New York
$518K -$149K -1,113 -22%
FNC
1568
First National Corp
Massachusetts
$517K -$5.22K -39 -1%
SFG
1569
StrategIQ Financial Group
Indiana
$517K +$2.68K +20 +0.5%
WB
1570
West Bancorporation
Iowa
$516K -$3.75K -28 -0.7%
IA
1571
Insight Advisors
Pennsylvania
$516K -$26.4K -197 -5%
HPG
1572
Harvest Portfolios Group
Ontario, Canada
$516K +$41.3K +309 +9%
SFG
1573
Sovereign Financial Group
Connecticut
$516K +$3.08K +23 +0.6%
CA
1574
Cornerstone Advisory
Maryland
$514K -$177K -1,324 -25%
NF
1575
Norwood Financial
Pennsylvania
$513K