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Name Holding Trade Value Shares
Change
Change in
Stake
B
1026
Bailard
California
$215K +$213K +2,967 New
CFG
1027
CKW Financial Group
Hawaii
$214K -$21.5K -300 -9%
PCIA
1028
Prime Capital Investment Advisors
Kansas
$213K +$211K +2,948 New
CAM
1029
Columbia Asset Management
Michigan
$213K +$211K +2,949 New
FPAS
1030
Focus Partners Advisor Solutions
Missouri
$212K -$183K -2,561 -47%
GEA
1031
Glen Eagle Advisors
New Jersey
$212K – – –
ACP
1032
Aviance Capital Partners
Florida
$210K +$208K +2,908 New
NEWAS
1033
N.E.W. Advisory Services
Wisconsin
$210K +$208K +2,897 New
EWM
1034
Endurance Wealth Management
Rhode Island
$209K – – –
CFG
1035
Citizens Financial Group
Rhode Island
$209K +$206K +2,883 New
LAS
1036
Lloyd Advisory Services
Georgia
$208K +$206K +2,878 New
P
1037
&Partners
Tennessee
$208K -$43K -600 -17%
BEAM
1038
Baker Ellis Asset Management
Washington
$207K +$205K +2,865 New
TCOV
1039
Trust Company of Vermont
Vermont
$206K +$63.4K +885 +45%
AGC
1040
Aspen Grove Capital
Colorado
$206K +$203K +2,841 New
CSIC
1041
Clifford Swan Investment Counsel
California
$205K +$203K +2,833 New
SOS
1042
Silver Oak Securities
Tennessee
$203K +$201K +2,806 New
RDWM
1043
Red Door Wealth Management
Tennessee
$203K +$201K +2,800 New
GL
1044
Graypoint LLC
New York
$202K +$200K +2,793 New
AA
1045
Ancora Advisors
Ohio
$202K +$96.7K +1,350 +93%
VCM
1046
Vivaldi Capital Management
Illinois
$202K +$203K +2,828 New
OWA
1047
Opal Wealth Advisors
New York
$202K +$200K +2,787 New
CB
1048
CNB Bank
Pennsylvania
$201K – – –
CFS
1049
CRA Financial Services
New Jersey
$201K +$199K +2,777 New
GBT
1050
Grove Bank & Trust
Florida
$200K +$198K +2,768 New