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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
801
Mark Sheptoff Financial Planning
Connecticut
$71K – – –
CFB
802
Cullen/Frost Bankers
Texas
$67K +$26.6K +448 +52%
HFM
803
Hartford Financial Management
Connecticut
$65K +$535 +9 +0.7%
SWM
804
Sugarloaf Wealth Management
Georgia
$64K +$15.9K +268 +27%
AFIA
805
America First Investment Advisors
Nebraska
$61K – – –
LWCFA
806
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K – – –
PB
807
Pinnacle Bancorp
Nebraska
$61K – – –
DCM
808
Dupont Capital Management
Delaware
$55K -$12.7K -214 -17%
CCA
809
Column Capital Advisors
Indiana
$52K – – –
TC
810
Trust Company
Kansas
$52K – – –
AIM
811
Anchor Investment Management
South Carolina
$51.2K – – –
HCM
812
Highlander Capital Management
New Jersey
$51K – – –
PP
813
PrairieView Partners
Minnesota
$51K – – –
DBG
814
De Burlo Group
Massachusetts
$50.4K +$58.5K +984 New
TPCW
815
TD Private Client Wealth
New York
$49.7K -$5.83K -98 -9%
SCM
816
Silvant Capital Management
Georgia
$49K – – –
KFI
817
Key Financial Inc
Pennsylvania
$48K – – –
PK
818
Pflug Koory
Nebraska
$48K – – –
FHA
819
First Horizon Advisors
Tennessee
$45K -$17.6K -296 -25%
AssetMark Inc
820
AssetMark Inc
California
$45K -$5.65K -95 -10%
CTB
821
Country Trust Bank
Illinois
$44K – – –
CCM
822
Covington Capital Management
California
$44K – – –
FF
823
FourThought Financial
Florida
$44K – – –
HI
824
Harbour Investments
Wisconsin
$44K – – –
PPWM
825
PFG Private Wealth Management
Florida
$44K – – –