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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1076
Defined Wealth Management
Oregon
$59K +$55.2K +225 New
CA
1077
Crewe Advisors
Utah
$58K -$5.15K -21 -9%
OC
1078
Oakworth Capital
Alabama
$56K – – –
CTFG
1079
Capstone Triton Financial Group
Oklahoma
$56K +$52.3K +213 New
AWM
1080
Accel Wealth Management
Iowa
$54K +$49.8K +203 New
TAIM
1081
TD Ameritrade Investment Management
Nebraska
$53K -$16.4K -67 -25%
CFO
1082
CVA Family Office
Colorado
$53K – – –
DWMG
1083
DB Wealth Management Group
California
$53K +$49.6K +202 New
LGA
1084
Lebenthal Global Advisors
New York
$52K +$49.1K +200 New
CB
1085
Community Bank
New York
$51K -$12.3K -50 -21%
KFI
1086
Key Financial Inc
Pennsylvania
$49K +$45.4K +185 New
TFIPS
1087
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.1K +$44.2K +180 New
ONST
1088
Old North State Trust
North Carolina
$47K -$10.8K -44 -20%
JGIA
1089
Jackson Grant Investment Advisers
Connecticut
$45K +$41.5K +169 New
CCA
1090
Column Capital Advisors
Indiana
$43K -$11.5K -47 -22%
HIA
1091
Harbor Investment Advisory
Maryland
$42K -$92.8K -378 -71%
WT
1092
Washington Trust
Rhode Island
$42K -$4.42K -18 -10%
EW
1093
Evoke Wealth
California
$40K +$1.23K +5 +3%
TF
1094
Tompkins Financial
New York
$39K – – –
AP
1095
Arlington Partners
Alabama
$39K +$36.3K +148 New
HR
1096
Howe & Rusling
New York
$36K +$18.9K +77 +131%
SIAP
1097
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K +$13.7K +56 +75%
FPS
1098
Fieldpoint Private Securities
Connecticut
$35K +$32.2K +131 New
SWA
1099
Sutton Wealth Advisors
Florida
$33.2K +$2.45K +10 +9%
SGAM
1100
Smith Group Asset Management
Texas
$33K -$491 -2 -2%
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