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Name Holding Trade Value Shares
Change
Change in
Stake
USB
926
Union Savings Bank
Connecticut
$134K
FHA
927
First Horizon Advisors
Tennessee
$128K +$2.37K +16 +2%
PS
928
Principal Securities
Iowa
$126K +$5.48K +37 +5%
BTI
929
Blue Trust Inc
Georgia
$125K +$34.8K +235 +35%
WBC
930
West Branch Capital
Massachusetts
$122K +$889 +6 +0.8%
EWM
931
Evermay Wealth Management
Virginia
$121K -$1.19K -8 -1%
SAM
932
Smartleaf Asset Management
Massachusetts
$118K +$1.33K +9 +1%
NPP
933
New Potomac Partners
Maryland
$118K +$107K +725 New
RP
934
Rowlandmiller & Partners
Georgia
$117K +$106K +716 New
HWA
935
HHM Wealth Advisors
Tennessee
$116K
GCM
936
Gables Capital Management
Florida
$114K
VNIM
937
Vaughan Nelson Investment Management
Texas
$114K
SIS
938
Sound Income Strategies
Florida
$114K -$11.4K -77 -10%
GM
939
GeoWealth Management
Illinois
$110K +$100K +678 New
SWM
940
Spire Wealth Management
Virginia
$109K -$146K -987 -60%
SN
941
Sittner & Nelson
Oregon
$109K -$18.4K -124 -16%
WT
942
Washington Trust
Rhode Island
$108K -$30.4K -205 -24%
QC
943
Quent Capital
New York
$108K -$14.5K -98 -13%
CBT
944
CoreFirst Bank & Trust
Kansas
$105K +$95.6K +645 New
IAIM
945
International Assets Investment Management
Florida
$103K +$64.6M +435,971 +425%
MTIC
946
Missouri Trust & Investment Company
Missouri
$97.7K
CHA
947
Carmichael Hill & Associates
Maryland
$96.3K -$1.63K -11 -2%
GTAM
948
Global Trust Asset Management
Florida
$94K -$1.19K -8 -1%
CPBTD
949
Central Pacific Bank - Trust Division
Hawaii
$91.2K -$2.96K -20 -3%
PPA
950
Painted Porch Advisors
California
$89.6K