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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1426
Logan Capital Management
Pennsylvania
$173K -$45.9K -133 -20%
MWM
1427
Mascoma Wealth Management
New Hampshire
$170K -$25.9K -75 -13%
IBOK
1428
Independence Bank of Kentucky
Kentucky
$164K – – –
PWMG
1429
Prestige Wealth Management Group
New Jersey
$163K – – –
SC
1430
SouthState Corp
Florida
$156K -$8.62K -25 -5%
ECM
1431
Estabrook Capital Management
New York
$156K – – –
CFG
1432
CKW Financial Group
Hawaii
$155K -$86.2K -250 -34%
EWP
1433
Elevation Wealth Partners
California
$149K – – –
ITIM
1434
Indiana Trust & Investment Management
Indiana
$145K +$15.2K +44 +11%
JSAM
1435
J. Safra Asset Management
New York
$142K – – –
NSIM
1436
North Star Investment Management
Illinois
$141K -$70.7K -205 -32%
WOSD
1437
WFA of San Diego
California
$139K +$145K +421 New
WWP
1438
WR Wealth Planners
Missouri
$139K +$345 +1 +0.2%
CP
1439
Camelot Portfolios
Ohio
$138K +$144K +418 New
JPWM
1440
Jamison Private Wealth Management
Georgia
$136K +$142K +413 New
CB
1441
Community Bank
New York
$132K – – –
WCM
1442
Westend Capital Management
California
$129K – – –
OPTFSNA
1443
Old Point Trust & Financial Services N A
Virginia
$127K – – –
SIC
1444
Salem Investment Counselors
North Carolina
$122K – – –
GFPC
1445
Global Financial Private Client
Florida
$122K – – –
AF
1446
Advisornet Financial
Minnesota
$121K -$3.1K -9 -2%
CBT
1447
Central Bank & Trust
Kentucky
$119K – – –
MA
1448
MCF Advisors
Kentucky
$118K – – –
BGAI
1449
Bruce G. Allen Investments
Colorado
$117K -$11K -32 -8%
RWM
1450
Raffa Wealth Management
District of Columbia
$116K – – –