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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
476
Concord Wealth Partners
Virginia
$27K +$20K +801 +258%
ONST
477
Old North State Trust
North Carolina
$25K -$5.25K -210 -17%
PFBT
478
Parkside Financial Bank & Trust
Missouri
$25K +$1.15K +46 +5%
CIR
479
Clear Investment Research
Georgia
$24K
SWM
480
Sugarloaf Wealth Management
Georgia
$23K
OC
481
Oakworth Capital
Alabama
$22K
GKWIM
482
Gerber Kawasaki Wealth & Investment Management
California
$22K +$23K +919 New
CT
483
Caldwell Trust
Florida
$20.4K
Lazard Asset Management
484
Lazard Asset Management
New York
$20K -$382K -15,265 -95%
SPIA
485
Steward Partners Investment Advisory
New York
$20K
WT
486
Whittier Trust
California
$20K
APA
487
American Portfolios Advisors
New York
$19.6K +$250 +10 +1%
HMS
488
Hanseatic Management Services
New Mexico
$19K
CI
489
CX Institutional
Indiana
$19K +$2.45K +98 +14%
GCM
490
Gables Capital Management
Florida
$18K
LAS
491
Lloyd Advisory Services
Georgia
$18K +$7.85K +314 +74%
MA
492
MCF Advisors
Kentucky
$18K +$13.5K +539 +272%
SGAM
493
Smith Group Asset Management
Texas
$17K +$1.15K +46 +7%
CTC
494
Central Trust Company
Missouri
$17K +$17.2K +688 New
EW
495
Evoke Wealth
California
$16K -$25 -1 -0.1%
TFO
496
Tarbox Family Office
California
$16K
CAL
497
Capital Analysts LLC
Pennsylvania
$16K +$6.03K +241 +58%
MAWCM
498
Mine & Arao Wealth Creation & Management
California
$14K
SWM
499
Spire Wealth Management
Virginia
$14K
SIS
500
Sound Income Strategies
Florida
$12K -$950 -38 -7%