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Name Holding Trade Value Shares
Change
Change in
Stake
AA
926
Ancora Advisors
Ohio
$33K +$553 +9 +2%
LAM
927
Lakewood Asset Management
Illinois
$32K +$30.2K +492 New
Capstone Investment Advisors
928
Capstone Investment Advisors
New York
$30.6K -$498K -8,101 -95%
MWM
929
MinichMacGregor Wealth Management
New York
$29.5K +$27.6K +449 New
RFA
930
Resurgent Financial Advisors
Georgia
$29.1K +$27.2K +443 New
BTI
931
Blue Trust Inc
Georgia
$27K -$3.5K -57 -10%
FRA
932
Front Row Advisors
California
$27K – – –
HC
933
Hoese & Co
Minnesota
$27K – – –
ADL
934
Asset Dedication LLC
California
$27K +$184 +3 +0.7%
BWL
935
Bogart Wealth LLC
Virginia
$26.1K +$2.15K +35 +10%
CTA
936
Colonial Trust Advisors
South Carolina
$26.1K +$24.5K +398 New
FCB
937
First Command Bank
Texas
$26K – – –
FCFS
938
First Command Financial Services
Texas
$26K – – –
KFS
939
Kelly Financial Services
Massachusetts
$25.9K – – –
CB
940
Community Bank
New York
$25.9K – – –
ONST
941
Old North State Trust
North Carolina
$25K +$23K +375 New
O
942
Ossiam
France
$24.4K -$191K -3,103 -89%
ATC
943
Adirondack Trust Company
New York
$23.8K – – –
CFO
944
CVA Family Office
Colorado
$23.7K -$12.3K -200 -36%
ZB
945
Zions Bancorporation
Utah
$23.3K -$7.07K -115 -24%
WAM
946
WFA Asset Management
Wisconsin
$23K +$307 +5 +1%
MSCM
947
McElhenny Sheffield Capital Management
Texas
$22.4K +$21K +341 New
GWS
948
Glassman Wealth Services
Virginia
$21.8K -$1.35K -22 -6%
OA
949
Operose Advisors
Wisconsin
$21.7K +$20.3K +330 New
PPC
950
Park Place Capital
Alabama
$21K +$19.7K +321 New