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Name Holding Trade Value Shares
Change
Change in
Stake
AT
251
Avalon Trust
New Mexico
$29K – – –
CB
252
CNB Bank
Pennsylvania
$29K – – –
DFA
253
DHJJ Financial Advisors
Illinois
$29K – – –
PS
254
Principal Securities
Iowa
$25.9K – – –
PWAM
255
Private Wealth Asset Management
Iowa
$23.6K +$23K +406 New
PSFG
256
Park Square Financial Group
Georgia
$22.1K – – –
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$22K +$5.55K +98 +35%
T
258
Transce3nd
Texas
$21.8K -$77.8K -1,374 -79%
HNB
259
Huntington National Bank
Ohio
$19.2K -$82.2K -1,453 -81%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$19.2K – – –
FHA
261
First Horizon Advisors
Tennessee
$16.4K +$1.13K +20 +8%
CSC
262
Caldwell Sutter Capital
California
$15.2K – – –
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$14.9K – – –
SS
264
Sunbelt Securities
Texas
$13.4K – – –
GWM
265
Geneos Wealth Management
Colorado
$13.3K +$170 +3 +1%
RF
266
Rossby Financial
Florida
$11.8K +$11.3K +200 New
AAG
267
Armstrong Advisory Group
Massachusetts
$10.5K – – –
NEWAS
268
N.E.W. Advisory Services
Wisconsin
$10.5K +$10.2K +181 New
CT
269
Coastline Trust
Rhode Island
$10.5K – – –
PA
270
Pineridge Advisors
Missouri
$9.88K +$113 +2 +1%
GC
271
Garde Capital
Washington
$8.59K +$8.38K +148 New
BWAM
272
Boyd Watterson Asset Management
Ohio
$8.48K – – –
GEA
273
Glen Eagle Advisors
New Jersey
$8.3K – – –
S
274
Sachetta
Massachusetts
$7.84K – – –
AF
275
Abound Financial
California
$6.97K +$6.79K +120 New