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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Centerpoint Advisors
Massachusetts
$59K – – –
IA
627
IFP Advisors
Florida
$57K -$1.27M -28,905 -96%
CFGS
628
Concourse Financial Group Securities
Alabama
$57K +$46.6K +1,060 +964%
SWA
629
Sutton Wealth Advisors
Florida
$56.4K +$1.32K +30 +3%
KPW
630
Kore Private Wealth
New York
$56K -$13.6K -310 -21%
LWA
631
Lenox Wealth Advisors
New York
$55K – – –
NCM
632
Nelson Capital Management
California
$55K – – –
TWA
633
TCI Wealth Advisors
Arizona
$53K +$2.2K +50 +5%
TCOV
634
Trust Company of Vermont
Vermont
$53K +$3.52K +80 +8%
CFN
635
Cordasco Financial Network
Florida
$53K +$47.3K +1,075 New
PFBT
636
Parkside Financial Bank & Trust
Missouri
$52K +$3.96K +90 +9%
OIA
637
OneDigital Investment Advisors
Kansas
$50K – – –
SNT
638
Security National Trust
West Virginia
$49K +$44K +1,000 New
SMFS
639
Squar Milner Financial Services
California
$48K – – –
SIAS
640
Shine Investment Advisory Services
Colorado
$46K +$4.18K +95 +11%
ZB
641
Zions Bancorporation
Utah
$45K -$220 -5 -0.5%
FHA
642
First Horizon Advisors
Tennessee
$45K +$40.4K +920 New
WOC
643
West Oak Capital
California
$41K +$19.8K +450 +120%
WTB
644
Washington Trust Bank
Washington
$39K – – –
SIC
645
Salem Investment Counselors
North Carolina
$38K +$43.1K +980 New
SMG
646
Spectrum Management Group
Indiana
$37K +$32.8K +745 New
KC
647
Knuff & Co
California
$37K +$33K +750 New
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$37K – – –
NWM
649
Northwest Wealth Management
Iowa
$36K – – –
AF
650
Allworth Financial
California
$32K +$4.62K +105 +19%
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