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SF

Stifel
SF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
426
Salem Investment Counselors
North Carolina
$15.6K -$4.61K -75 -25%
CTC
427
Central Trust Company
Missouri
$15.5K – – –
CFD
428
Creative Financial Designs
Indiana
$14.8K -$3.5K -57 -21%
WA
429
WPG Advisers
Maryland
$13.9K -$3.13K -51 -20%
DWM
430
Dogwood Wealth Management
Kansas
$13.3K +$11.4K +186 New
JSAM
431
J. Safra Asset Management
New York
$13.1K -$4.97K -81 -30%
JWA
432
JFS Wealth Advisors
Pennsylvania
$10.4K +$737 +12 +9%
NC
433
NewSquare Capital
Pennsylvania
$10.2K -$1.97K -32 -18%
FFA
434
Frazier Financial Advisors
Ohio
$9.76K – – –
WTC
435
WhitTier Trust Company
Nevada
$9.76K – – –
CPG
436
Cornerstone Planning Group
New Jersey
$9.65K -$6.02K -98 -43%
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$8.82K +$737 +12 +10%
TPWA
438
Twin Peaks Wealth Advisors
California
$8.7K +$7K +114 New
GWM
439
Geneos Wealth Management
Colorado
$8.3K +$614 +10 +9%
AGWCA
440
Annis Gardner Whiting Capital Advisors
Florida
$6.95K – – –
FPF
441
First Pacific Financial
Washington
$6.75K +$3.99K +65 +197%
HI
442
Harbour Investments
Wisconsin
$6.23K – – –
PTC
443
Private Trust Company
Ohio
$6.07K -$2.58K -42 -32%
BIA
444
Bell Investment Advisors
California
$5.92K +$1.23K +20 +30%
RWS
445
Retirement Wealth Solutions
Wisconsin
$5.79K – – –
W
446
WealthCollab
Washington
$5.29K +$4.73K +77 New
NSIM
447
North Star Investment Management
Illinois
$4.94K +$61 +1 +1%
CIA
448
Cape Investment Advisory
Georgia
$4.88K +$4.36K +71 New
WB
449
Webster Bank
Connecticut
$4.36K +$3.87K +63 New
PWMG
450
Private Wealth Management Group
New Jersey
$4.05K – – –
16 17
18
19 20