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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1926
CoreFirst Bank & Trust
Kansas
$69.7K – – –
CA
1927
Centerpoint Advisors
Massachusetts
$69K – – –
CCA
1928
Catalyst Capital Advisors
New York
$69K -$4.78K -30 -6%
T
1929
Tidemark
California
$67.7K +$637 +4 +0.9%
AFG
1930
Albion Financial Group
Utah
$65.4K – – –
AIC
1931
Archer Investment Corporation
Indiana
$65.3K -$241K -1,514 -77%
GEA
1932
Glen Eagle Advisors
New Jersey
$64.8K – – –
SGK
1933
Steigerwald Gordon & Koch
Virginia
$63.6K -$2.71K -17 -4%
HFM
1934
Hartford Financial Management
Connecticut
$63.6K -$318 -2 -0.5%
FMB
1935
Field & Main Bank
Kentucky
$61.7K – – –
DF
1936
Dunhill Financial
United Kingdom
$61.4K -$7.33K -46 -10%
MFP
1937
Meramec Financial Planners
Missouri
$60.6K – – –
DAM
1938
Delta Asset Management
Tennessee
$60.4K – – –
ACA
1939
American Capital Advisory
Idaho
$59.7K +$478 +3 +0.7%
BWM
1940
Bernard Wealth Management
Michigan
$59K – – –
CMA
1941
Cedar Mountain Advisors
Oregon
$58.7K – – –
SC
1942
Steph & Co
Wisconsin
$58.1K – – –
VFM
1943
Vision Financial Markets
Connecticut
$58.1K – – –
WOSD
1944
WFA of San Diego
California
$58.1K – – –
MAM
1945
Marquette Asset Management
Minnesota
$57.8K -$67.2K -422 -51%
PB
1946
Prosperity Bancshares
Texas
$56.8K -$11.3K -71 -15%
CWA
1947
Carolina Wealth Advisors
South Carolina
$56.3K – – –
FDW
1948
Fourth Dimension Wealth
Ohio
$55.9K -$15.8K -99 -20%
FPB
1949
First PREMIER Bank
South Dakota
$55K – – –
DWP
1950
Destiny Wealth Partners
Florida
$54.6K +$59.9K +376 New