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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
301
City State Bank
Iowa
$9.04K
Bank Julius Baer & Co
302
Bank Julius Baer & Co
Switzerland
$9.04K +$44 +3 +0.5%
TIM
303
Thompson Investment Management
Wisconsin
$8.55K
BWL
304
Bogart Wealth LLC
Virginia
$8.49K -$5.31K -366 -41%
CBT
305
CoreFirst Bank & Trust
Kansas
$8.27K
FMTCOCP
306
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K -$3.37K -232 -32%
CAL
307
Capital Analysts LLC
Pennsylvania
$8K +$3.08K +212 +70%
KFI
308
Key Financial Inc
Pennsylvania
$7.66K
IBOK
309
Independence Bank of Kentucky
Kentucky
$7.6K
TCOV
310
Trust Company of Vermont
Vermont
$7.43K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$7.13K -$1.8K -124 -22%
AW
312
Avion Wealth
Texas
$7K -$667 -46 -9%
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.38K
EWA
314
EverSource Wealth Advisors
Alabama
$6.13K +$2.89K +199 +106%
SC
315
SouthState Corp
Florida
$6.02K -$32.2K -2,219 -85%
AAS
316
Ameritas Advisory Services
Nebraska
$5.9K -$1.75K -121 -25%
PGAM
317
Princeton Global Asset Management
New Jersey
$5.8K
SCM
318
Sterling Capital Management
North Carolina
$5.78K +$15 +1 +0.3%
RDFA
319
Ritter Daniher Financial Advisory
Ohio
$5.15K
MSFP
320
Mark Sheptoff Financial Planning
Connecticut
$5.12K
IA
321
IFP Advisors
Florida
$5.1K +$4.67K +322 New
CNBTD
322
Citizens National Bank Trust Department
Mississippi
$5.07K
MCM
323
MV Capital Management
Maryland
$4.61K +$131 +9 +3%
QC
324
Quent Capital
New York
$4.61K +$4.22K +291 New
VCM
325
Versant Capital Management
Arizona
$4.55K +$1.73K +119 +71%