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Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
501
Central Trust Company
Missouri
$40K -$231 -1 -0.6%
CA
502
Clearstead Advisors
Ohio
$38K – – –
PFBT
503
Parkside Financial Bank & Trust
Missouri
$36K +$4.63K +20 +16%
PMFA
504
Plante Moran Financial Advisors
Michigan
$35K +$8.79K +38 +38%
BIA
505
Bell Investment Advisors
California
$34K +$3.01K +13 +11%
WTA
506
Washington Trust Advisors
Massachusetts
$34K +$30.8K +133 New
CFA
507
Carroll Financial Associates
North Carolina
$33K -$231 -1 -0.8%
CWP
508
Concord Wealth Partners
Virginia
$31K +$28K +121 New
HCP
509
Hexagon Capital Partners
Arkansas
$30K – – –
GWS
510
Glassman Wealth Services
Virginia
$30K +$7.4K +32 +37%
SBL
511
Sargent Bickham Lagudis
Colorado
$29K – – –
TFO
512
Tarbox Family Office
California
$28K – – –
PWMG
513
Prestige Wealth Management Group
New Jersey
$27K +$6.01K +26 +31%
CCM
514
Covington Capital Management
California
$26K – – –
AIM
515
Anchor Investment Management
South Carolina
$25.4K – – –
KFI
516
Key Financial Inc
Pennsylvania
$25K – – –
RFA
517
Reilly Financial Advisors
California
$25K – – –
TCM
518
Tradewinds Capital Management
Washington
$24K – – –
TFP
519
Tilia Fiduciary Partners
North Carolina
$24K +$21.5K +93 New
UCB
520
United Community Bank
South Carolina
$23.6K +$21.5K +93 New
HPC
521
HM Payson & Co
Maine
$23K – – –
FMP
522
Financial Management Professionals
Texas
$22K – – –
JWM
523
Janiczek Wealth Management
Colorado
$22K +$925 +4 +5%
TFS
524
TrustCore Financial Services
Tennessee
$21K – – –
MCM
525
MV Capital Management
Maryland
$21K +$11.1K +48 +141%
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