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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1776
WFA of San Diego
California
$84K
WA
1777
WPG Advisers
Maryland
$83.7K +$11K +384 +16%
SA
1778
Scarborough Advisors
Maryland
$83.7K -$57 -2 -0.1%
Bank Julius Baer & Co
1779
Bank Julius Baer & Co
Switzerland
$83.4K -$114 -4 -0.1%
MSFP
1780
Mark Sheptoff Financial Planning
Connecticut
$82.9K
MIM
1781
MTM Investment Management
South Carolina
$82.7K +$57 +2 +0.1%
DCM
1782
Davis Capital Management
Florida
$81.5K -$1.15M -40,302 -94%
EF
1783
Entrust Financial
Pennsylvania
$79.3K +$75.7K +2,652 New
B
1784
Bayban
Minnesota
$79.2K +$75.6K +2,650 New
DPW
1785
DiNuzzo Private Wealth
Pennsylvania
$78.9K -$6.59K -231 -8%
CHC
1786
City Holding Co
West Virginia
$78K -$76.3K -2,674 -51%
MHR
1787
Matthew Hamilton Rosenberg
$77.4K -$7.9K -277 -10%
PUI
1788
Purpose Unlimited Inc
$76.7K +$73.2K +2,566 New
HNB
1789
Hilltop National Bank
Wyoming
$76.6K -$10.8K -377 -13%
FHC
1790
First Horizon Corporation
Tennessee
$74.2K -$73K -2,560 -51%
W
1791
WealthCollab
Washington
$74.2K +$56.3K +1,973 +388%
BONH
1792
Bank of New Hampshire
New Hampshire
$73.2K -$7.7K -270 -10%
BC
1793
Barrett & Company
Rhode Island
$73K +$8.19K +287 +13%
OP
1794
ORG Partners
Indiana
$71.1K -$2.42K -85 -3%
PPC
1795
Park Place Capital
Alabama
$69.8K -$6.28K -220 -9%
SIS
1796
Sound Income Strategies
Florida
$69.3K +$43.7K +1,530 +159%
WIM
1797
Westside Investment Management
California
$69.2K -$17.3K -607 -21%
MIFH
1798
Migdal Insurance & Financial Holdings
Israel
$69K +$65.8K +2,306 New
USB
1799
Union Savings Bank
Connecticut
$68.7K +$65.6K +2,300 New
CTB
1800
Country Trust Bank
Illinois
$68.5K