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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
501
Blue Trust Inc
Georgia
$8K -$174K -1,204 -95%
HCM
502
Highlander Capital Management
New Jersey
$8K
RA
503
Rise Advisors
New York
$7.71K
HCM
504
Hollencrest Capital Management
California
$7.38K
BAM
505
Bellevue Asset Management
Washington
$7.06K
QC
506
Quent Capital
New York
$6.74K +$3.77K +26 +163%
CFD
507
Creative Financial Designs
Indiana
$6.42K
CFO
508
CVA Family Office
Colorado
$6.42K
PK
509
Pflug Koory
Nebraska
$6.42K
CAC
510
Core Alternative Capital
Georgia
$6.1K +$580 +4 +12%
HDIM
511
Hanson & Doremus Investment Management
Vermont
$6K
Loomis, Sayles & Company
512
Loomis, Sayles & Company
Massachusetts
$6K +$5.36K +37 New
CFFP
513
Center for Financial Planning
Michigan
$5.94K
UB
514
UMB Bank
Missouri
$5.3K
AIC
515
Archer Investment Corporation
Indiana
$5.14K +$4.64K +32 New
CT
516
Cambridge Trust
Massachusetts
$4.82K
EDRH
517
Edmond de Rothschild Holding
Switzerland
$4.82K
CWP
518
Concord Wealth Partners
Virginia
$4.66K
SWA
519
Sutton Wealth Advisors
Florida
$4.66K
IA
520
IFP Advisors
Florida
$4.5K +$1.88K +13 +87%
AA
521
Ancora Advisors
Ohio
$4.5K
CCA
522
Column Capital Advisors
Indiana
$4.5K
AFG
523
Albion Financial Group
Utah
$4.01K
MSFP
524
Mark Sheptoff Financial Planning
Connecticut
$4.01K
PFSC
525
Peoples Financial Services Corp
Pennsylvania
$4.01K