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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$23K +$507 +8 +2%
GG
427
Gleason Group
Kentucky
$22K -$194K -3,053 -89%
FF
428
FourThought Financial
Florida
$22K – – –
FMP
429
Financial Management Professionals
Texas
$21K – – –
CFO
430
CVA Family Office
Colorado
$20K -$1.59K -25 -7%
TIM
431
Tortoise Investment Management
New York
$20K – – –
CT
432
Caldwell Trust
Florida
$19.4K – – –
SSB
433
Sandy Spring Bank
Maryland
$19K – – –
WTA
434
Washington Trust Advisors
Massachusetts
$19K – – –
SWM
435
Spire Wealth Management
Virginia
$17K -$13.7K -216 -43%
PWMG
436
Prestige Wealth Management Group
New Jersey
$17K – – –
AF
437
Advisornet Financial
Minnesota
$17K +$2.22K +35 +14%
BSB
438
Bangor Savings Bank
Maine
$17K +$19K +300 New
CI Investments Inc
439
CI Investments Inc
Ontario, Canada
$16K -$507 -8 -3%
TWA
440
TCI Wealth Advisors
Arizona
$16K – – –
AWM
441
AllSquare Wealth Management
New York
$15K – – –
PTC
442
Private Trust Company
Ohio
$15K – – –
Lazard Asset Management
443
Lazard Asset Management
New York
$14K – – –
CA
444
Crewe Advisors
Utah
$14K +$6.72K +106 +77%
BC
445
Bartlett & Co
Ohio
$12K – – –
MCC
446
Money Concepts Capital
Florida
$12K – – –
SC
447
Siena Capital
Ohio
$12K – – –
BCWM
448
Bartlett & Co Wealth Management
Ohio
$11.7K – – –
APA
449
American Portfolios Advisors
New York
$11K – – –
JWA
450
JFS Wealth Advisors
Pennsylvania
$11K -$17.1K -270 -60%