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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$49K – – –
FHA
702
First Horizon Advisors
Tennessee
$49K – – –
CI
703
CX Institutional
Indiana
$48K +$4.36K +19 +10%
PWPS
704
Pinnacle Wealth Planning Services
Ohio
$48K +$47.9K +209 New
CCA
705
Childress Capital Advisors
Texas
$42K +$41.3K +180 New
TFIPS
706
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.4K +$40.1K +175 New
GCM
707
Gables Capital Management
Florida
$40K – – –
CCC
708
Crescent Capital Consulting
Louisiana
$38K +$38.3K +167 New
PWMG
709
Prestige Wealth Management Group
New Jersey
$36K -$17K -74 -32%
SIC
710
Salem Investment Counselors
North Carolina
$36K – – –
MF
711
Manchester Financial
California
$36K +$3.44K +15 +10%
ZB
712
Zions Bancorporation
Utah
$35K +$1.83K +8 +6%
NSB
713
Norway Savings Bank
Maine
$27K +$26.4K +115 New
PWM
714
Perigon Wealth Management
California
$27K +$26.6K +116 New
IPW
715
IronBridge Private Wealth
Texas
$27K +$27.3K +119 New
AWM
716
Avior Wealth Management
Nebraska
$26K -$2.98K -13 -10%
CA
717
Clearstead Advisors
Ohio
$25K – – –
PO
718
Private Ocean
California
$25K – – –
PFBT
719
Parkside Financial Bank & Trust
Missouri
$25K +$688 +3 +3%
EI
720
Ellevest Inc
New York
$25K +$11K +48 +80%
DAC
721
Dividend Assets Capital
South Carolina
$25K +$25.2K +110 New
Loomis, Sayles & Company
722
Loomis, Sayles & Company
Massachusetts
$24K -$2.29K -10 -9%
GWS
723
Glassman Wealth Services
Virginia
$24K +$7.11K +31 +42%
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K – – –
CCMW
725
Cypress Capital Management (Wyoming)
Wyoming
$22K – – –