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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
526
Front Row Advisors
California
$18K – – –
ONST
527
Old North State Trust
North Carolina
$18K – – –
SIA
528
SkyView Investment Advisors
New Jersey
$18K +$14.6K +441 New
CI
529
CX Institutional
Indiana
$17K -$19K -571 -58%
COCM
530
Charter Oak Capital Management
New Hampshire
$17K +$13.2K +397 New
ACA
531
Atlas Capital Advisors
Wyoming
$16.6K +$13.1K +396 New
HIA
532
Harbor Investment Advisory
Maryland
$16K -$1.2K -36 -9%
BAM
533
Bellevue Asset Management
Washington
$16K – – –
ME
534
McIlrath & Eck
Washington
$16K – – –
SNT
535
Security National Trust
West Virginia
$16K – – –
PCM
536
Peregrine Capital Management
Minnesota
$16K +$2.62K +79 +27%
SWM
537
Sugarloaf Wealth Management
Georgia
$15K – – –
CWC
538
Carolinas Wealth Consulting
North Carolina
$15K +$4.75K +143 +69%
AF
539
Advisornet Financial
Minnesota
$15K +$11.9K +357 +3,967%
MAM
540
Meeder Asset Management
Ohio
$14K -$2.26K -68 -17%
AF
541
Allworth Financial
California
$14K – – –
ZB
542
Zions Bancorporation
Utah
$13K -$1.16K -35 -10%
PB
543
Pinnacle Bancorp
Nebraska
$13K – – –
PWMG
544
Prestige Wealth Management Group
New Jersey
$13K +$299 +9 +3%
QCG
545
Quadrant Capital Group
Ohio
$13K +$4.55K +137 +82%
SN
546
Sittner & Nelson
Oregon
$13K +$10.5K +315 New
TPCW
547
TD Private Client Wealth
New York
$12.7K -$2.32K -70 -19%
RWA
548
Ropes Wealth Advisors
Massachusetts
$11K -$13.2K -397 -60%
IF
549
Ironwood Financial
Arizona
$11K – – –
MRCM
550
M&R Capital Management
New Jersey
$11K – – –