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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
601
Capital Bank & Trust
California
$31K
CCA
602
Column Capital Advisors
Indiana
$29K +$28.4K +300 New
OPS
603
Orion Portfolio Solutions
Nebraska
$28K +$26.8K +283 New
SL
604
Savior LLC
Massachusetts
$28K +$27K +285 New
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$26K
MAM
606
Meeder Asset Management
Ohio
$26K +$1.99K +21 +9%
HR
607
Howe & Rusling
New York
$25K
SNT
608
Security National Trust
West Virginia
$23K
WT
609
Whittier Trust
California
$22K +$1.23K +13 +6%
VEA
610
Virtus ETF Advisers
New York
$20K -$5.59K -59 -23%
QAM
611
QCI Asset Management
New York
$20K
HNB
612
Huntington National Bank
Ohio
$20K +$8.72K +92 +81%
FRA
613
Front Row Advisors
California
$19K
SPIA
614
Steward Partners Investment Advisory
New York
$19K
GAM
615
Guinness Asset Management
United Kingdom
$17K +$2.94K +31 +22%
SF
616
Synovus Financial
Georgia
$15K
TFA
617
Toth Financial Advisory
Virginia
$15K
TFS
618
TrustCore Financial Services
Tennessee
$15K
CAC
619
Certified Advisory Corp
Florida
$14K
TCCM
620
Timber Creek Capital Management
Massachusetts
$14K
PFBT
621
Parkside Financial Bank & Trust
Missouri
$14K +$758 +8 +6%
GWS
622
Glassman Wealth Services
Virginia
$14K +$853 +9 +7%
PMFA
623
Plante Moran Financial Advisors
Michigan
$13K -$2.94K -31 -20%
EARNEST Partners
624
EARNEST Partners
Georgia
$13K
AS
625
Altshuler Shaham
Israel
$13K +$11.6K +122 +1,356%