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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
801
Adirondack Trust Company
New York
$15.5K
SC
802
Steph & Co
Wisconsin
$14.9K +$5.23K +25 +48%
AF
803
Advisornet Financial
Minnesota
$14.7K +$7.53K +36 +90%
CTC
804
Cetera Trust Company
Minnesota
$14.5K
IBOK
805
Independence Bank of Kentucky
Kentucky
$14.5K
WB
806
Webster Bank
Connecticut
$14.5K
FPFS
807
First Personal Financial Services
North Carolina
$14.5K +$209 +1 +1%
HWM
808
Hemington Wealth Management
Virginia
$14K +$17.2K +82 New
MCM
809
MV Capital Management
Maryland
$14K -$3.98K -19 -21%
WPA
810
West Paces Advisors
Georgia
$13.6K
S
811
Sachetta
Massachusetts
$12.8K -$6.28K -30 -31%
EFP
812
EnRich Financial Partners
Wisconsin
$12.8K
FCT
813
First Community Trust
Iowa
$12.6K
FFWM
814
Future Financial Wealth Management
Ohio
$12.6K +$13.6K +65 New
RIL
815
Rothschild Investment LLC
Illinois
$12.2K -$40.6K -194 -75%
NECFA
816
New England Capital Financial Advisors
Connecticut
$12.2K -$10.5K -50 -44%
HNB
817
Hilltop National Bank
Wyoming
$11.6K +$12.6K +60 New
EWP
818
Elevation Wealth Partners
California
$11.2K
RCM
819
Raleigh Capital Management
North Carolina
$10.5K -$8.58K -41 -43%
RBC
820
Roble Belko & Company
Pennsylvania
$10K
GKIM
821
GW&K Investment Management
Massachusetts
$10K +$628 +3 +6%
JWA
822
JFS Wealth Advisors
Pennsylvania
$9.89K -$1.46K -7 -12%
CFB
823
Cullen/Frost Bankers
Texas
$9.69K -$10.5K -50 -50%
FFL
824
Financial Freedom LLC
Ohio
$9.69K
TCM
825
Tradewinds Capital Management
Washington
$9.69K