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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
851
Albion Financial Group
Utah
$16.2K – – –
CTC
852
Cetera Trust Company
Minnesota
$16.2K – – –
IBOK
853
Independence Bank of Kentucky
Kentucky
$16.2K – – –
WB
854
Webster Bank
Connecticut
$16.2K – – –
FPFS
855
First Personal Financial Services
North Carolina
$16K – – –
SWS
856
SYSTM Wealth Solutions
Illinois
$15.5K -$468 -2 -3%
GBT
857
Grove Bank & Trust
Florida
$15.3K – – –
PCFFS
858
Pacific Center for Financial Services
California
$15.3K – – –
WPA
859
West Paces Advisors
Georgia
$15.1K -$234 -1 -1%
VCM
860
Versant Capital Management
Arizona
$14.9K -$703 -3 -4%
VWM
861
Venturi Wealth Management
Texas
$14.7K -$234 -1 -1%
EFP
862
EnRich Financial Partners
Wisconsin
$14.2K +$15.5K +66 New
ITIM
863
Indiana Trust & Investment Management
Indiana
$14K -$18.7K -80 -55%
FCT
864
First Community Trust
Iowa
$14K – – –
FFWM
865
Future Financial Wealth Management
Ohio
$14K +$15.2K +65 New
PWMG
866
Prestige Wealth Management Group
New Jersey
$13.6K -$703 -3 -5%
JWA
867
JFS Wealth Advisors
Pennsylvania
$13.6K -$3.75K -16 -20%
MCM
868
MV Capital Management
Maryland
$13.6K -$1.87K -8 -11%
RS
869
Rakuten Securities
Japan
$12.7K +$2.34K +10 +20%
EWP
870
Elevation Wealth Partners
California
$12.5K +$6.56K +28 +93%
GKIM
871
GW&K Investment Management
Massachusetts
$12K +$937 +4 +8%
RBC
872
Roble Belko & Company
Pennsylvania
$11K – – –
BTI
873
Blue Trust Inc
Georgia
$11K -$14.8K -63 -55%
HCP
874
Hexagon Capital Partners
Arkansas
$11K -$15.7K -67 -57%
FFL
875
Financial Freedom LLC
Ohio
$10.8K – – –