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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
526
Delta Asset Management
Tennessee
$39.6K – – –
DMBA
527
Deseret Mutual Benefit Administrators
Utah
$37.3K – – –
CFFP
528
Center for Financial Planning
Michigan
$36.8K – – –
GIA
529
GHP Investment Advisors
Colorado
$34.5K – – –
HNB
530
Huntington National Bank
Ohio
$33.9K – – –
ZBNA
531
Zions Bancorporation, National Association
Utah
$33.2K +$30.9K +361 New
CFD
532
Creative Financial Designs
Indiana
$31.2K -$1.71K -20 -6%
EC
533
Elequin Capital
New York
$30.4K +$28.3K +331 New
QC
534
Quent Capital
New York
$29.1K – – –
SO
535
Sierra Ocean
California
$28.3K +$23.4K +274 +806%
HHGA
536
Halbert Hargrove Global Advisors
California
$28.2K – – –
AGWCA
537
Annis Gardner Whiting Capital Advisors
Florida
$27.6K – – –
NSIM
538
North Star Investment Management
Illinois
$27.6K – – –
FHA
539
First Horizon Advisors
Tennessee
$27.2K +$4.71K +55 +23%
FFO
540
Fortitude Family Office
Arizona
$27.2K – – –
WF
541
Wayfinding Financial
Washington
$25K +$23.7K +277 New
CYG
542
Clean Yield Group
Vermont
$24.2K -$12.8K -150 -36%
WSCM
543
Wellington Shields Capital Management
New York
$23.4K +$86 +1 +0.4%
HWM
544
Hemington Wealth Management
Virginia
$22K +$6.16K +72 +42%
RTC
545
Riverview Trust Company
Washington
$22K – – –
AAG
546
Armstrong Advisory Group
Massachusetts
$21.5K – – –
WSFS
547
Wilmington Savings Fund Society
Delaware
$21.2K -$19K -222 -49%
IA
548
IFP Advisors
Florida
$20.5K -$86 -1 -0.4%
IAS
549
IMA Advisory Services
Colorado
$19.5K +$18.1K +212 New
BCMLT
550
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.7K – – –
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