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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
626
BFSG LLC
California
$3.9K – – –
OPTFSNA
627
Old Point Trust & Financial Services N A
Virginia
$3.9K – – –
QPBE
628
Quintet Private Bank (Europe)
Luxembourg
$3.9K – – –
SFCL
629
Strengthening Families & Communities LLC
Massachusetts
$3.9K +$3.87K +50 New
WSFS
630
Wilmington Savings Fund Society
Delaware
$3.67K +$928 +12 +34%
IWM
631
Inlight Wealth Management
Georgia
$3.59K – – –
SC
632
Stephens Consulting
Michigan
$3.51K +$77 +1 +2%
CH
633
Cromwell Holdings
Wyoming
$3.43K +$2.32K +30 +214%
WAM
634
WFA Asset Management
Wisconsin
$3.37K +$4.41K +57 New
TFM
635
TFC Financial Management
Massachusetts
$3.2K +$77 +1 +3%
GK
636
Graney & King
New York
$3.12K – – –
KFI
637
Key Financial Inc
Pennsylvania
$3.12K – – –
ECM
638
EMC Capital Management
Texas
$3K – – –
S
639
Sachetta
Massachusetts
$2.81K – – –
DPW
640
DiNuzzo Private Wealth
Pennsylvania
$2.81K +$309 +4 +13%
SO
641
Sierra Ocean
California
$2.81K +$232 +3 +9%
UB
642
UMB Bank
Missouri
$2.81K +$1K +13 +57%
STB
643
S&T Bank
Pennsylvania
$2.5K +$1.16K +15 +88%
A
644
Allianz
Germany
$2.42K – – –
GSWM
645
Golden State Wealth Management
California
$2.34K -$1.55K -20 -40%
VFM
646
Vision Financial Markets
Connecticut
$2.34K – – –
BCMLT
647
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K +$1.16K +15 +100%
MCM
648
MV Capital Management
Maryland
$2.18K +$155 +2 +8%
ACA
649
American Capital Advisory
Idaho
$2.11K +$541 +7 +35%
EPW
650
Evergreen Private Wealth
Colorado
$2.1K +$2.09K +27 New
24 25
26
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