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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1026
Jones Financial Companies
Missouri
$120K -$23.3K -140 -17%
MTIC
1027
Missouri Trust & Investment Company
Missouri
$119K +$113K +680 New
ATC
1028
Adirondack Trust Company
New York
$113K – – –
EIP
1029
Ellis Investment Partners
Pennsylvania
$112K +$107K +643 New
TFS
1030
TrustCore Financial Services
Tennessee
$107K -$16.5K -99 -14%
OC
1031
Oakworth Capital
Alabama
$104K – – –
AHIA
1032
Andrew Hill Investment Advisors
Florida
$104K +$100K +600 New
NICM
1033
Neo Ivy Capital Management
New York
$97K +$93K +558 New
AIC
1034
Archer Investment Corporation
Indiana
$94.2K – – –
C
1035
Covestor
United Kingdom
$94K +$89.4K +536 New
CFO
1036
CVA Family Office
Colorado
$93K -$18.3K -110 -17%
PSB
1037
Piscataqua Savings Bank
New Hampshire
$92K – – –
CFFP
1038
Center for Financial Planning
Michigan
$91K – – –
JFGIW
1039
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K – – –
AWM
1040
Accel Wealth Management
Iowa
$88K -$7.67K -46 -8%
PGAM
1041
Princeton Global Asset Management
New Jersey
$87K – – –
GG
1042
Gleason Group
Kentucky
$87K +$667 +4 +0.8%
CSB
1043
City State Bank
Iowa
$87K +$83.4K +500 New
SIC
1044
SJS Investment Consulting
Ohio
$87K +$83.4K +500 New
RFA
1045
Reilly Financial Advisors
California
$86K -$10.8K -65 -12%
BIA
1046
Bell Investment Advisors
California
$82K +$2.33K +14 +3%
TPCW
1047
TD Private Client Wealth
New York
$79K -$9K -54 -11%
1IA
1048
1834 Investment Advisors
Wisconsin
$78K -$16.7K -100 -18%
EW
1049
Evoke Wealth
California
$77K +$500 +3 +0.7%
BLC
1050
Brown, Lisle/Cummings
Rhode Island
$76.4K +$73K +438 New