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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
476
Rise Advisors
New York
$6.41K – – –
HCM
477
Hollencrest Capital Management
California
$6.15K – – –
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.01K – – –
HGERS
479
Householder Group Estate & Retirement Specialist
Arizona
$6K +$3.09K +27 +142%
BAM
480
Bellevue Asset Management
Washington
$5.88K – – –
CFD
481
Creative Financial Designs
Indiana
$5.34K – – –
PK
482
Pflug Koory
Nebraska
$5.34K – – –
CFO
483
CVA Family Office
Colorado
$5.34K +$4.58K +40 New
AF
484
Allworth Financial
California
$5.21K +$458 +4 +11%
CAL
485
Capital Advisors Ltd
Ohio
$5K -$5.38K -47 -55%
HDIM
486
Hanson & Doremus Investment Management
Vermont
$5K – – –
CFFP
487
Center for Financial Planning
Michigan
$4.94K – – –
CAC
488
Core Alternative Capital
Georgia
$4.54K +$1.03K +9 +36%
UB
489
UMB Bank
Missouri
$4.41K – – –
CT
490
Cambridge Trust
Massachusetts
$4.01K – – –
EDRH
491
Edmond de Rothschild Holding
Switzerland
$4.01K – – –
CWP
492
Concord Wealth Partners
Virginia
$3.88K -$687 -6 -17%
SWA
493
Sutton Wealth Advisors
Florida
$3.88K – – –
AA
494
Ancora Advisors
Ohio
$3.74K – – –
CCA
495
Column Capital Advisors
Indiana
$3.74K – – –
IA
496
IFP Advisors
Florida
$3.34K -$53.5K -467 -97%
AFG
497
Albion Financial Group
Utah
$3.34K – – –
MSFP
498
Mark Sheptoff Financial Planning
Connecticut
$3.34K – – –
PFSC
499
Peoples Financial Services Corp
Pennsylvania
$3.34K – – –
LFA
500
Level Financial Advisors
New York
$3.21K – – –
18 19
20
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