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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
601
Highlander Capital Management
New Jersey
$22K – – –
TSWM
602
Tyler-Stone Wealth Management
Ohio
$22K – – –
PA
603
PSI Advisors
Florida
$22K +$5.27K +50 +33%
TPCW
604
TD Private Client Wealth
New York
$21.1K +$9.81K +93 +91%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$21K +$3.69K +35 +22%
SBL
606
Sargent Bickham Lagudis
Colorado
$20K +$3.48K +33 +21%
HNB
607
Huntington National Bank
Ohio
$19K -$6.22K -59 -25%
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$19K +$5.7K +54 +45%
NSIM
610
North Star Investment Management
Illinois
$18K -$10.5K -100 -38%
PFGIA
611
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$8.96K -85 -33%
CFO
612
CVA Family Office
Colorado
$18K +$14.8K +140 +560%
PWMG
613
Prestige Wealth Management Group
New Jersey
$17K -$1.48K -14 -8%
BWM
614
BerganKDV Wealth Management
Minnesota
$17K -$211 -2 -1%
BWA
615
BDO Wealth Advisors
Florida
$17K – – –
OCM
616
Orion Capital Management
California
$17K +$4.11K +39 +33%
SN
617
Sittner & Nelson
Oregon
$16K – – –
BDWM
618
Brewin Dolphin Wealth Management
Ireland
$16K +$7.38K +70 +100%
SC
619
Stephens Consulting
Michigan
$15.4K – – –
CA
620
Crewe Advisors
Utah
$15K +$15.1K +143 New
GWSG
621
GPS Wealth Strategies Group
Colorado
$14K -$49.9K -473 -78%
HWA
622
HHM Wealth Advisors
Tennessee
$14K – – –
BWL
623
Bogart Wealth LLC
Virginia
$14K +$316 +3 +2%
TFS
624
TrustCore Financial Services
Tennessee
$13K -$23.5K -223 -65%
HFS
625
Hantz Financial Services
Michigan
$13K -$1.9K -18 -13%
23 24
25
26 27