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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$18K +$17.8K +965 New
JWM
252
Janiczek Wealth Management
Colorado
$16.1K -$2.15K -117 -12%
SWA
253
SOA Wealth Advisors
New York
$14.6K
FFA
254
Frazier Financial Advisors
Ohio
$14.4K
VCM
255
Versant Capital Management
Arizona
$14K
USB
256
Union Savings Bank
Connecticut
$13.1K +$12.9K +700 New
ST
257
Smithfield Trust
Pennsylvania
$12K +$11.2K +606 New
EBA
258
Eagle Bay Advisors
New York
$11K
FFA
259
Farther Finance Advisors
California
$9.94K +$2.39K +130 +33%
JWA
260
JFS Wealth Advisors
Pennsylvania
$8.4K -$2.91K -158 -26%
PB
261
Pinnacle Bancorp
Nebraska
$7.17K +$7.07K +384 New
AGWCA
262
Annis Gardner Whiting Capital Advisors
Florida
$6.57K +$6.48K +352 New
LI
263
LRI Investments
Florida
$6.46K +$6.37K +346 New
GJWM
264
Gilliland Jeter Wealth Management
Arkansas
$5.86K +$5.78K +314 New
RWM
265
Ruedi Wealth Management
Illinois
$5.82K
GI
266
GAMMA Investing
California
$5.82K +$129 +7 +2%
WBC
267
West Branch Capital
Massachusetts
$5.6K
Credit Agricole
268
Credit Agricole
France
$5.38K
FHA
269
First Horizon Advisors
Tennessee
$5.22K +$5.16K +280 New
HCM
270
Hollencrest Capital Management
California
$4.84K
CA
271
Clearstead Advisors
Ohio
$4.71K
SIC
272
SJS Investment Consulting
Ohio
$4.37K +$4.31K +234 New
IBOK
273
Independence Bank of Kentucky
Kentucky
$4.37K
NIC
274
Northwest Investment Counselors
Oregon
$3.92K +$3.87K +210 New
WWP
275
WR Wealth Planners
Missouri
$3.92K +$3.87K +210 New