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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
651
Valeo Financial Advisors
Indiana
$47K -$3.93K -72 -8%
WQ
652
Wealth Quarterback
New Jersey
$46.4K +$44.9K +823 New
RE
653
RBC Europe
United Kingdom
$45K – – –
OC
654
Oakworth Capital
Alabama
$45K – – –
TPWA
655
TRUE Private Wealth Advisors
Oregon
$45K +$43.6K +800 New
LWANC
656
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K – – –
DAM
657
Delta Asset Management
Tennessee
$42K -$21.8K -400 -35%
CBT
658
Central Bank & Trust
Kentucky
$42K – – –
AWA
659
Artemis Wealth Advisors
New York
$41.5K +$40.2K +737 New
IFAM
660
Institutional & Family Asset Management
Colorado
$40K -$327 -6 -0.8%
JCM
661
Jacobi Capital Management
Pennsylvania
$39K +$2.73K +50 +8%
OIA
662
Optimum Investment Advisors
Illinois
$37K – – –
BL
663
Balentine LLC
Georgia
$37K +$273 +5 +0.8%
SCA
664
Stonebridge Capital Advisors
Minnesota
$29K – – –
AF
665
Allworth Financial
California
$29K +$3.82K +70 +16%
GFPC
666
Global Financial Private Client
Florida
$28.1K +$27.3K +500 New
CAC
667
Certified Advisory Corp
Florida
$28K – – –
EWM
668
Endurance Wealth Management
Rhode Island
$28K – – –
HI
669
Human Investing
Oregon
$28K – – –
LWCFA
670
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
NSB
671
Norway Savings Bank
Maine
$28K – – –
PB
672
Pinnacle Bancorp
Nebraska
$28K – – –
HIA
673
Harbor Investment Advisory
Maryland
$28K +$26.9K +494 New
1W
674
1776 Wealth
Georgia
$28K +$27.3K +500 New
EDRH
675
Edmond de Rothschild Holding
Switzerland
$28K +$27.3K +500 New