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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
526
TS Financial Group (TSFG)
Illinois
$14K
CMP
527
Coston McIsaac & Partners
Maine
$14K +$103 +2 +0.6%
CAS
528
Coppell Advisory Solutions
Texas
$13.9K +$15.8K +306 New
OIA
529
Optimum Investment Advisors
Illinois
$13.7K
WT
530
Whittier Trust
California
$13.7K
CA
531
Clearstead Advisors
Ohio
$13.3K
C
532
Covestor
United Kingdom
$13K -$619 -12 -4%
CNBTD
533
Citizens National Bank Trust Department
Mississippi
$12.6K -$258 -5 -2%
SWM
534
Sugarloaf Wealth Management
Georgia
$12.4K
GCM
535
Gables Capital Management
Florida
$12.3K
RTC
536
Riverview Trust Company
Washington
$12K
TVWM
537
Tower View Wealth Management
Wisconsin
$12K +$13.4K +260 New
FPFS
538
First Personal Financial Services
North Carolina
$11.4K
SIC
539
Salem Investment Counselors
North Carolina
$11.4K +$12.9K +250 New
GRP
540
Global Retirement Partners
California
$10.7K -$12.7K -247 -51%
BCWM
541
Bartlett & Co Wealth Management
Ohio
$10.3K
BC
542
Bartlett & Co
Ohio
$10K
CSB
543
City State Bank
Iowa
$10K
BAM
544
Byrne Asset Management
New Jersey
$10K +$3.61K +70 +47%
AWM
545
Avior Wealth Management
Nebraska
$9.6K
BAM
546
Bellevue Asset Management
Washington
$9.14K
GGI
547
Godsey & Gibb Inc
Virginia
$9.14K
TIM
548
Tortoise Investment Management
New York
$9.14K
FBC
549
Fairfield, Bush & Co
Connecticut
$9.14K +$10.3K +200 New
OC
550
Oakworth Capital
Alabama
$9.1K +$10.3K +199 New