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Name Holding Trade Value Shares
Change
Change in
Stake
HTC
826
Haverford Trust Company
Pennsylvania
$448K +$19K +78 +4%
Koshinski Asset Management
827
Koshinski Asset Management
Illinois
$447K +$15.4K +63 +3%
EH
828
Equitable Holdings
New York
$445K +$5.86K +24 +1%
PTC
829
Petrus Trust Company
Texas
$443K +$186K +760 +69%
CWS
830
Confluence Wealth Services
Pennsylvania
$443K
EWS
831
Evergreen Wealth Solutions
Pennsylvania
$442K -$40.5K -166 -8%
1WA
832
180 Wealth Advisors
Washington
$441K +$451K +1,846 New
CWM
833
Concentric Wealth Management
California
$441K -$4.88K -20 -1%
FA
834
FDx Advisors
Illinois
$439K
BFG
835
Beacon Financial Group
Texas
$436K -$105K -431 -18%
JIC
836
Johnson Investment Counsel
Ohio
$436K +$8.06K +33 +2%
MA
837
Mutual Advisors
Nebraska
$434K +$56.9K +233 +15%
WT
838
Washington Trust
Rhode Island
$431K
TC
839
Trust Company
Kansas
$431K -$142K -582 -24%
DWM
840
Dorchester Wealth Management
Quebec, Canada
$430K
Voloridge Investment Management
841
Voloridge Investment Management
Florida
$427K -$11.9M -48,907 -96%
OTL
842
Oak Thistle LLC
New York
$426K +$436K +1,784 New
SIMG
843
Sonora Investment Management Group
Arizona
$424K
WI
844
Wahed Invest
New York
$423K -$9.77K -40 -2%
MG
845
Mather Group
Illinois
$423K -$41.3K -169 -9%
LIM
846
Longfellow Investment Management
Massachusetts
$422K
NQWM
847
Northwest Quadrant Wealth Management
Oregon
$422K +$1.71K +7 +0.4%
ADL
848
Asset Dedication LLC
California
$420K -$2.69K -11 -0.6%
CSB
849
City State Bank
Iowa
$419K
1SB
850
1ST Source Bank
Indiana
$419K