Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3901
Conservest Capital Advisors
Pennsylvania
$208K +$195K +4,200 New
SCP
3902
Syntal Capital Partners
Texas
$207K -$482K -10,400 -71%
AMR
3903
Asset Management Resources
Massachusetts
$207K +$193K +4,170 New
HIA
3904
HTG Investment Advisors
Connecticut
$205K +$192K +4,140 New
IAA
3905
Ironsides Asset Advisors
North Carolina
$202K +$189K +4,070 New
RIG
3906
RiverFront Investment Group
Virginia
$202K +$1.89M +40,700 New
CBT
3907
CoreFirst Bank & Trust
Kansas
$201K – – –
MBFW
3908
Morton Brown Family Wealth
Pennsylvania
$197K +$23.2K +500 +14%
CPG
3909
Custom Portfolio Group
Colorado
$194K +$182K +3,920 New
TWP
3910
TFO Wealth Partners
Ohio
$191K -$82.5K -1,780 -32%
FF
3911
Friedenthal Financial
New Jersey
$190K -$729K -15,720 -80%
OAJ
3912
Ogorek Anthony Joseph
New York
$185K – – –
DCM
3913
Disciplina Capital Management
Tennessee
$184K – – –
PSB
3914
Piscataqua Savings Bank
New Hampshire
$178K – – –
NC
3915
NewSquare Capital
Pennsylvania
$177K -$2.95M -63,750 -95%
CP
3916
Castleview Partners
Texas
$175K +$29.2K +630 +22%
BAM
3917
Bellevue Asset Management
Washington
$174K – – –
PP
3918
PFS Partners
New Jersey
$171K -$1.39K -30 -0.9%
AFWM
3919
Abich Financial Wealth Management
Virginia
$170K +$159K +3,440 New
JGIA
3920
Jackson Grant Investment Advisers
Connecticut
$169K – – –
PP
3921
Paloma Partners
Connecticut
$166K +$144K +3,100 +1,192%
NECFA
3922
New England Capital Financial Advisors
Connecticut
$165K +$9.27K +200 +6%
DCBT
3923
Dakota Community Bank & Trust
North Dakota
$163K +$12K +260 +9%
EC
3924
EntryPoint Capital
New York
$163K +$152K +3,290 New
CWM
3925
CarsonAllaria Wealth Management
Illinois
$158K – – –