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Name Holding Trade Value Shares
Change
Change in
Stake
RTC
626
Riverview Trust Company
Washington
$12.9K – – –
EWA
627
EP Wealth Advisors
California
$12.9K +$3.66M +16,852 +651%
KFI
628
Key Financial Inc
Pennsylvania
$12K – – –
ZB
629
Zions Bancorporation
Utah
$11.8K -$651 -3 -5%
TFA
630
Transamerica Financial Advisors
Florida
$11K +$9.98K +46 New
AIM
631
Anchor Investment Management
South Carolina
$10.9K – – –
JWA
632
JFS Wealth Advisors
Pennsylvania
$9.86K +$651 +3 +7%
SWA
633
Sutton Wealth Advisors
Florida
$9.42K -$434 -2 -4%
CAC
634
Core Alternative Capital
Georgia
$8.77K +$434 +2 +5%
CHC
635
City Holding Co
West Virginia
$7.01K – – –
IRC
636
Investors Research Corp
Georgia
$6.79K – – –
SC
637
Schubert & Co
Texas
$6.35K -$434 -2 -6%
VCM
638
Versant Capital Management
Arizona
$6.11K – – –
RWM
639
Raffa Wealth Management
District of Columbia
$5.04K – – –
BAAM
640
Baker Avenue Asset Management
California
$5.04K +$434 +2 +10%
UIA
641
Ulland Investment Advisors
Minnesota
$5K – – –
CT
642
Caldwell Trust
Florida
$4.82K – – –
MFT
643
Moisand Fitzgerald Tamayo
Florida
$4.82K – – –
EBA
644
Eagle Bay Advisors
New York
$4.6K -$1.95K -9 -30%
AWM
645
Abound Wealth Management
Tennessee
$4.38K +$1.08K +5 +33%
SS
646
Sunbelt Securities
Texas
$4.14K +$4.12K +19 New
FMP
647
Financial Management Professionals
Texas
$4K +$3.9K +18 +1,800%
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$3.5K – – –
GBT
649
Grove Bank & Trust
Florida
$3.5K +$3.47K +16 New
RA
650
Rise Advisors
New York
$3.33K – – –