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Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
601
Old Second National Bank of Aurora
Illinois
$55K – – –
EIP
602
Ellis Investment Partners
Pennsylvania
$54K +$165 +3 +0.3%
PWPS
603
Pinnacle Wealth Planning Services
Ohio
$54K +$54.5K +990 New
RPWA
604
Regent Peak Wealth Advisors
Georgia
$51K +$50.7K +920 New
T
605
TOBAM
France
$49K – – –
TFS
606
TrustCore Financial Services
Tennessee
$49K +$49.4K +897 +44,850%
ZB
607
Zions Bancorporation
Utah
$47K -$165 -3 -0.4%
FHC
608
First Horizon Corporation
Tennessee
$46K +$21.3K +387 +83%
PWM
609
Perigon Wealth Management
California
$46K +$45.9K +834 New
PMFA
610
Plante Moran Financial Advisors
Michigan
$45K +$4.79K +87 +12%
CFGS
611
Concourse Financial Group Securities
Alabama
$44K +$25.7K +466 +140%
TPWA
612
TRUE Private Wealth Advisors
Oregon
$43K – – –
CIA
613
CSat Investment Advisory
Michigan
$42K -$54K -980 -56%
VRM
614
Vectors Research Management
New York
$42K +$42.5K +771 New
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
ST
616
Smithfield Trust
Pennsylvania
$39K – – –
LB
617
Legacy Bridge
Iowa
$36K – – –
TSW
618
Thompson Siegel & Walmsley
Virginia
$35K – – –
IAIM
619
International Assets Investment Management
Florida
$35K +$1.22M +22,178 New
FP
620
Financial Perspectives
Minnesota
$31.9K +$55 +1 +0.2%
FF
621
FourThought Financial
Florida
$31K +$31.7K +575 New
COCM
622
Charter Oak Capital Management
New Hampshire
$30K +$30.2K +548 New
MFT
623
Moisand Fitzgerald Tamayo
Florida
$29K – – –
FRA
624
Front Row Advisors
California
$28K -$1.32K -24 -4%
AF
625
Allworth Financial
California
$25K +$17.3K +315 +230%