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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
301
Harbor Investment Advisory
Maryland
$32K
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$39.3K -975 -57%
PTC
303
Private Trust Company
Ohio
$23K +$28.4K +704 New
BWA
304
BDO Wealth Advisors
Florida
$22K
GRP
305
Global Retirement Partners
California
$22K
SBL
306
Sargent Bickham Lagudis
Colorado
$22K
EC
307
Elequin Capital
New York
$21K -$4.6K -114 -15%
MA
308
Montag & Associates
Georgia
$21K
BAM
309
Byrne Asset Management
New Jersey
$21K +$26.6K +660 New
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1K
Allspring Global Investments
311
Allspring Global Investments
North Carolina
$17K -$1.57K -39 -7%
FSWA
312
Financial Synergies Wealth Advisors
Texas
$16.2K +$20.4K +505 New
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$16K
RE
314
RBC Europe
United Kingdom
$16K
SWM
315
Sugarloaf Wealth Management
Georgia
$16K
SWM
316
SeaCrest Wealth Management
New York
$16K +$19.7K +488 New
PGAM
317
Princeton Global Asset Management
New Jersey
$16K +$20.2K +500 New
FIA
318
FNY Investment Advisers
New York
$14K -$283K -7,008 -94%
CT
319
Clearstead Trust
Maine
$13K
LWANC
320
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$404 +10 +3%
RTC
321
Riverview Trust Company
Washington
$12K +$14.7K +365 New
TWM
322
Tradition Wealth Management
Minnesota
$11K -$26.2K -650 -65%
LC
323
Lindbrook Capital
California
$11K
TFS
324
TrustCore Financial Services
Tennessee
$10K -$2.06K -51 -15%
HCM
325
Highlander Capital Management
New Jersey
$10K +$12.1K +300 New