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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
476
CGC Financial Services
Oregon
$1.18K – – –
OC
477
Oakworth Capital
Alabama
$1.18K +$1.13K +118 New
CFB
478
Cullen/Frost Bankers
Texas
$1.09K – – –
CFO
479
CVA Family Office
Colorado
$1.06K -$1.02K -107 -50%
IWP
480
IAG Wealth Partners
Wisconsin
$1.02K – – –
FIA
481
FNY Investment Advisers
New York
$1K -$955 -100 -50%
JEST
482
JTC Employer Solutions Trustee
Jersey
$1K – – –
ST
483
Smithfield Trust
Pennsylvania
$1K – – –
CA
484
Crewe Advisors
Utah
$992 – – –
OA
485
Operose Advisors
Wisconsin
$982 +$936 +98 New
SIS
486
Sound Income Strategies
Florida
$972 +$458 +48 +98%
AIC
487
Archer Investment Corporation
Indiana
$942 – – –
PGAM
488
Princeton Global Asset Management
New Jersey
$902 -$1.74K -182 -67%
BL
489
BFSG LLC
California
$822 – – –
MA
490
MCF Advisors
Kentucky
$792 – – –
SHF
491
Safe Harbor Fiduciary
Florida
$731 +$697 +73 New
NFSG
492
Newbridge Financial Services Group
Florida
$611 +$582 +61 New
BFS
493
Burkett Financial Services
South Carolina
$573 +$29 +3 +6%
CJH
494
Christopher J. Hasenberg
Wisconsin
$551 +$544 +57 New
OLVIG
495
Oliver Lagore Vanvalin Investment Group
Michigan
$541 – – –
MFG
496
Mendota Financial Group
Wisconsin
$522 +$200 +21 +68%
Barclays
497
Barclays
United Kingdom
$521 – – –
CWM
498
Compass Wealth Management
Connecticut
$471 – – –
SRCM
499
Signature Resources Capital Management
California
$471 – – –
OC
500
Oarsman Capital
Wisconsin
$451 +$430 +45 New