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Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
801
Bremer Trust National Association
Minnesota
$85K +$88.8K +2,070 New
KPW
802
Kore Private Wealth
New York
$84K +$87.4K +2,037 New
CHP
803
Cable Hill Partners
Oregon
$83K -$2.7K -63 -3%
AIM
804
Advantage Investment Management
Iowa
$81K -$3.3K -77 -4%
FMT
805
First Mercantile Trust
Tennessee
$81K +$34.3K +800 +68%
SCM
806
Silvant Capital Management
Georgia
$80K – – –
EWM
807
Endurance Wealth Management
Rhode Island
$77K – – –
TWA
808
TCI Wealth Advisors
Arizona
$76K +$7.72K +180 +11%
QCIG
809
Quad-Cities Investment Group
Iowa
$74K – – –
UFG
810
United Fire Group
Iowa
$74K – – –
CFG
811
Citizens Financial Group
Rhode Island
$71K – – –
OIA
812
OneDigital Investment Advisors
Kansas
$68K -$103K -2,403 -59%
Credit Agricole
813
Credit Agricole
France
$68K – – –
PFBT
814
Parkside Financial Bank & Trust
Missouri
$67K -$255K -5,944 -79%
VNA
815
Valley National Advisers
Pennsylvania
$67K +$8.71K +203 +14%
CIAS
816
Capital Investment Advisory Services
North Carolina
$60K +$62.3K +1,453 New
FHA
817
Flagship Harbor Advisors
Massachusetts
$59K -$49.6K -1,156 -44%
SFSIG
818
San Francisco Sentry Investment Group
California
$59K +$11.3K +263 +22%
VCM
819
Vigilant Capital Management
Maine
$58K – – –
RWA
820
Ropes Wealth Advisors
Massachusetts
$57K – – –
BCI
821
Brinker Capital Investments
Pennsylvania
$56K – – –
GCM
822
Gables Capital Management
Florida
$56K – – –
MSFP
823
Mark Sheptoff Financial Planning
Connecticut
$53K -$12.9K -300 -19%
EWA
824
Evolution Wealth Advisors
Florida
$53K +$54.9K +1,280 New
CB
825
Community Bank
New York
$51K – – –