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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
501
Colonial Trust Advisors
South Carolina
$35.7K – – –
CG
502
Cutler Group
California
$34K -$64.7K -3,735 -67%
POIA
503
Pin Oak Investment Advisors
Texas
$34K – – –
PFA
504
Pathway Financial Advisers
Indiana
$33.8K – – –
FMP
505
Financial Management Professionals
Texas
$33K +$4.68K +270 +17%
BF
506
BOK Financial
Oklahoma
$32.5K -$244K -14,065 -89%
CCA
507
Column Capital Advisors
Indiana
$29.9K – – –
RFG
508
RFP Financial Group
Georgia
$29.5K – – –
KFP
509
KB Financial Partners
New Jersey
$29K -$5.03K -290 -15%
SSC
510
Syverson Strege & Co
Iowa
$28.5K +$27.1K +1,565 +31,300%
OA
511
Operose Advisors
Wisconsin
$27.6K +$26.3K +1,520 New
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.2K – – –
PAM
513
Paradigm Asset Management
New York
$27.2K – – –
HWA
514
HHM Wealth Advisors
Tennessee
$27K – – –
WP
515
WealthPLAN Partners
Nebraska
$23.6K +$22.5K +1,300 New
AT
516
Avalon Trust
New Mexico
$22.7K +$21.7K +1,250 New
CFO
517
CVA Family Office
Colorado
$22.6K -$3.47K -200 -14%
FFA
518
Farther Finance Advisors
California
$22K +$16.2K +935 +334%
CWM
519
CarsonAllaria Wealth Management
Illinois
$21.2K – – –
ST
520
Sageworth Trust
Pennsylvania
$19.3K +$18.5K +1,065 New
RWM
521
Raffa Wealth Management
District of Columbia
$18.9K – – –
GWSG
522
GPS Wealth Strategies Group
Colorado
$16.3K +$15.6K +900 New
ATC
523
Adirondack Trust Company
New York
$16.3K – – –
CTC
524
Central Trust Company
Missouri
$15.6K – – –
WTA
525
Washington Trust Advisors
Massachusetts
$15K – – –
19 20
21
22 23