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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
2926
Intesa Sanpaolo Wealth Management
$123K – – –
AP
2927
Aspect Partners
Virginia
$117K – – –
C
2928
Covestor
United Kingdom
$116K -$165K -464 -59%
TFGT
2929
TS Financial Group (TSFG)
Illinois
$116K +$356 +1 +0.3%
PWA
2930
Principia Wealth Advisory
Texas
$113K +$2.85K +8 +3%
DFA
2931
DHJJ Financial Advisors
Illinois
$112K – – –
KOCAA
2932
Knights of Columbus Asset Advisors
Connecticut
$111K -$344K -964 -75%
CTWM
2933
Cherry Tree Wealth Management
Minnesota
$109K – – –
SA
2934
Seneschal Advisors
Washington
$108K +$713 +2 +0.7%
BOJHT
2935
Bank of Jackson Hole Trust
Wyoming
$108K +$9.98K +28 +10%
CT
2936
Clearstead Trust
Maine
$107K -$25K -70 -19%
AFC
2937
Ares Financial Consulting
California
$106K +$70.2K +197 +189%
RG
2938
RHL Group
Michigan
$106K +$108K +302 New
CWM
2939
Copia Wealth Management
Oregon
$106K – – –
BIA
2940
Bell Investment Advisors
California
$106K -$3.56K -10 -3%
RJA
2941
Ross\Johnson & Associates
Minnesota
$106K -$356 -1 -0.3%
VWA
2942
VSM Wealth Advisory
Maryland
$106K – – –
STB
2943
S&T Bank
Pennsylvania
$105K +$713 +2 +0.7%
APW
2944
Aventura Private Wealth
Florida
$104K – – –
CAM
2945
Costello Asset Management
Pennsylvania
$102K – – –
SVWA
2946
Sarver Vrooman Wealth Advisors
Missouri
$101K – – –
MTIC
2947
Missouri Trust & Investment Company
Missouri
$100K +$1.43K +4 +1%
WC
2948
Westwind Capital
New Mexico
$100K +$102K +285 New
RFS
2949
Richardson Financial Services
Massachusetts
$99.3K +$8.56K +24 +9%
CFSG
2950
Community Financial Services Group
Vermont
$98.6K +$99.5K +279 New