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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
301
Bruce G. Allen Investments
Colorado
$2.04K
WANY
302
Wealthspire Advisors (New York)
New York
$2.03K +$1.76K +132 New
CAL
303
Capital Advisors Ltd
Ohio
$2K
AIC
304
Archer Investment Corporation
Indiana
$1.92K
SPIA
305
Steward Partners Investment Advisory
New York
$1.69K
DB
306
Danske Bank
Denmark
$1.54K
PK
307
Pflug Koory
Nebraska
$1.54K
CFG
308
Clayton Financial Group
Missouri
$1.54K +$1.33K +100 New
DAM
309
Delta Asset Management
Tennessee
$1.54K +$1.33K +100 New
TWD
310
True Wealth Design
Ohio
$1.49K
CT
311
Clearstead Trust
Maine
$1.42K
AF
312
Alerus Financial
North Dakota
$1.29K
SIS
313
Sound Income Strategies
Florida
$1.24K
T
314
Tidemark
California
$1.15K
WTC
315
WhitTier Trust Company
Nevada
$1.05K
TFM
316
TFC Financial Management
Massachusetts
$969
FGA
317
Fortis Group Advisors
New Jersey
$922
CMA
318
Cedar Mountain Advisors
Oregon
$799 +$693 +52 New
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$769
CPG
320
Cornerstone Planning Group
New Jersey
$615
MCM
321
Manchester Capital Management
Vermont
$615
NEWAS
322
N.E.W. Advisory Services
Wisconsin
$615 +$533 +40 New
CSC
323
Caldwell Sutter Capital
California
$538
SC
324
SouthState Corp
Florida
$462 -$333 -25 -45%
MWA
325
Medallion Wealth Advisors
Connecticut
$400