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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1101
Paloma Partners
Connecticut
$18K -$971K -15,200 -98%
CCA
1102
Column Capital Advisors
Indiana
$18K -$13.7K -215 -42%
MTIC
1103
Missouri Trust & Investment Company
Missouri
$18K – – –
PP
1104
PrairieView Partners
Minnesota
$18K – – –
AW
1105
Avion Wealth
Texas
$18K +$19.2K +300 New
M
1106
MOTCO
Texas
$18K +$19.3K +302 New
WPA
1107
West Paces Advisors
Georgia
$17.6K – – –
RF
1108
Robbins Farley
New Hampshire
$17K – – –
SAM
1109
Strategic Asset Management
Minnesota
$17K – – –
TWM
1110
Tradition Wealth Management
Minnesota
$17K +$639 +10 +4%
CAL
1111
Capital Advisors Ltd
Ohio
$17K +$5.05K +79 +40%
CSPAM
1112
Cary Street Partners Asset Management
Virginia
$17K +$17.4K +273 New
CMP
1113
Coston McIsaac & Partners
Maine
$15K – – –
FWM
1114
Focused Wealth Management
New York
$15K – – –
HDIM
1115
Hanson & Doremus Investment Management
Vermont
$15K – – –
SA
1116
SRH Advisors
Kansas
$15K – – –
GI
1117
Gradient Investments
Minnesota
$14K -$13.5K -212 -47%
GA
1118
GoalVest Advisory
New York
$14K -$958 -15 -6%
MWM
1119
Mascoma Wealth Management
New Hampshire
$13K -$17K -266 -55%
CAC
1120
Core Alternative Capital
Georgia
$13K -$4.92K -77 -26%
KTC
1121
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
BWM
1122
BerganKDV Wealth Management
Minnesota
$13K +$64 +1 +0.5%
RTC
1123
Riverview Trust Company
Washington
$12K -$30.7K -480 -70%
HWM
1124
Horizons Wealth Management
North Carolina
$12K – – –
HIM
1125
Hillsdale Investment Management
Ontario, Canada
$12K +$12.8K +200 New