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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
801
Private Capital Group
Connecticut
$35K – – –
SIM
802
Seaview Investment Managers
Florida
$35K – – –
SFPG
803
Stonebridge Financial Planning Group
Florida
$35K +$2.23K +5 +5%
UMC
804
United Maritime Capital
New York
$35K +$46.8K +105 New
PP
805
PrairieView Partners
Minnesota
$34K – – –
SFSIG
806
San Francisco Sentry Investment Group
California
$34K – – –
ZB
807
Zions Bancorporation
Utah
$34K +$5.35K +12 +13%
CWC
808
Carolinas Wealth Consulting
North Carolina
$34K +$44.6K +100 New
ACA
809
Atlas Capital Advisors
Wyoming
$33.7K +$44.6K +100 New
FCH
810
Freestone Capital Holdings
Washington
$33.1K -$407K -912 -90%
ICP
811
Interchange Capital Partners
Pennsylvania
$33K +$44.6K +100 New
DOA
812
D'Orazio & Associates
Virginia
$32K – – –
JWA
813
JFS Wealth Advisors
Pennsylvania
$32K +$3.57K +8 +9%
OC
814
Oakworth Capital
Alabama
$31K +$4.01K +9 +11%
GAM
815
Gemmer Asset Management
California
$30K – – –
NC
816
NewSquare Capital
Pennsylvania
$30K +$8.92K +20 +29%
PFBT
817
Parkside Financial Bank & Trust
Missouri
$29K -$49.9K -112 -57%
RFA
818
Reilly Financial Advisors
California
$29K – – –
FMP
819
Financial Management Professionals
Texas
$28K – – –
SWM
820
Sugarloaf Wealth Management
Georgia
$28K +$892 +2 +3%
Walleye Trading
821
Walleye Trading
New York
$28K +$36.6K +82 New
FCA
822
FinTrust Capital Advisors
South Carolina
$27K -$89.2K -200 -71%
EARNEST Partners
823
EARNEST Partners
Georgia
$27K – – –
AWG
824
Altus Wealth Group
Colorado
$27K +$35.7K +80 New
WT
825
Washington Trust
Rhode Island
$26K – – –