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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2326
Addison Advisors
Vermont
$153K +$4.02K +15 +3%
PWMG
2327
Prestige Wealth Management Group
New Jersey
$152K -$355K -1,324 -70%
UCB
2328
United Community Bank
South Carolina
$149K
CT
2329
Clearstead Trust
Maine
$146K
BCM
2330
Blume Capital Management
California
$146K
RTC
2331
Riverview Trust Company
Washington
$138K -$25.7K -96 -15%
TAM
2332
Tucker Asset Management
Colorado
$137K +$26.8K +100 +24%
KSWA
2333
Kathleen S. Wright Associates
Pennsylvania
$135K
TCWA
2334
Ten Capital Wealth Advisors
Washington
$133K +$62.5K +233 +86%
LFA
2335
Legend Financial Advisors
Pennsylvania
$133K +$19.3K +72 +17%
FC
2336
Family CFO
California
$131K
OC
2337
Oakworth Capital
Alabama
$131K
HIIFS
2338
Harel Insurance Investments & Financial Services
Israel
$129K -$22.8K -85 -15%
LF
2339
Lee Financial
Texas
$122K
GFWA
2340
Grey Fox Wealth Advisors
Delaware
$122K +$124K +463 New
SIS
2341
Sound Income Strategies
Florida
$121K -$536 -2 -0.4%
FNBOSM
2342
First National Bank of South Miami
Florida
$121K
FFC
2343
First Financial Corp
Indiana
$118K
PSB
2344
Piscataqua Savings Bank
New Hampshire
$117K
PB
2345
Pinnacle Bancorp
Nebraska
$117K -$3.22K -12 -3%
RG
2346
Retirement Group
California
$116K +$107K +400 +976%
SVCP
2347
Silicon Valley Capital Partners
California
$115K +$118K +439 New
LG
2348
LAM Group
Oregon
$112K +$114K +425 New
FMTCOCP
2349
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$110K +$6.43K +24 +6%
ACP
2350
Arcus Capital Partners
Georgia
$110K +$112K +418 New