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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$988 – – –
RTC
227
Riverview Trust Company
Washington
$988 – – –
WT
228
Whittier Trust
California
$987 -$114 -4 -9%
RDIA
229
RE Dickinson Investment Advisors
Iowa
$964 – – –
RIL
230
Rothschild Investment LLC
Illinois
$914 +$142 +5 +16%
W
231
WealthCollab
Washington
$890 – – –
DPW
232
DiNuzzo Private Wealth
Pennsylvania
$841 +$57 +2 +6%
PA
233
Pineridge Advisors
Missouri
$840 – – –
CA
234
Continuum Advisory
Idaho
$815 -$28 -1 -3%
OC
235
Oakworth Capital
Alabama
$790 – – –
GI
236
Gradient Investments
Minnesota
$692 +$653 +23 +460%
MA
237
MCF Advisors
Kentucky
$692 +$795 +28 New
PFBT
238
Parkside Financial Bank & Trust
Missouri
$692 +$795 +28 New
PWMG
239
Prestige Wealth Management Group
New Jersey
$668 -$1.02K -36 -57%
OA
240
Operose Advisors
Wisconsin
$667 – – –
AFG
241
Albion Financial Group
Utah
$544 – – –
AWM
242
Activest Wealth Management
Florida
$519 – – –
GWM
243
Geneos Wealth Management
Colorado
$519 – – –
BWAM
244
Boyd Watterson Asset Management
Ohio
$445 – – –
CFO
245
CVA Family Office
Colorado
$445 +$511 +18 New
BIA
246
Bell Investment Advisors
California
$396 -$454 -16 -50%
TFF
247
The Family Firm
Maryland
$395 +$454 +16 New
VCM
248
Versant Capital Management
Arizona
$371 -$28 -1 -6%
CTC
249
Central Trust Company
Missouri
$371 +$227 +8 +114%
SIC
250
SJS Investment Consulting
Ohio
$346 -$284 -10 -42%