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CPB

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
526
WhitTier Trust Company
Nevada
$20.1K – – –
PAI
527
Pittenger & Anderson Inc
Nebraska
$19.2K – – –
JWA
528
JFS Wealth Advisors
Pennsylvania
$19.1K +$1.49K +38 +9%
KFI
529
Key Financial Inc
Pennsylvania
$18.9K – – –
WA
530
WPG Advisers
Maryland
$18.6K -$12.9K -330 -41%
SCM
531
Silvant Capital Management
Georgia
$18.5K – – –
CHC
532
City Holding Co
West Virginia
$18.4K – – –
HBW
533
Hazlett, Burt & Watson
West Virginia
$18K +$13.7K +350 +350%
HIW
534
Holos Integrated Wealth
Pennsylvania
$17.1K – – –
OW
535
Olistico Wealth
Oklahoma
$16K – – –
HCP
536
Hexagon Capital Partners
Arkansas
$14.8K -$4.9K -125 -25%
W
537
WealthCollab
Washington
$14.1K – – –
CFS
538
Compass Financial Services
Iowa
$13.7K +$13.4K +343 New
BC
539
Barrett & Company
Rhode Island
$13.6K – – –
CMP
540
Coston McIsaac & Partners
Maine
$13K +$78 +2 +0.6%
CH
541
Cromwell Holdings
Wyoming
$12K -$1.45K -37 -11%
TFGT
542
TS Financial Group (TSFG)
Illinois
$12K – – –
KB
543
Kimelman & Baird
New York
$12K – – –
TCPG
544
Trivant Custom Portfolio Group
California
$12K – – –
HWM
545
Hemington Wealth Management
Virginia
$11K +$7.25K +185 +173%
RA
546
Rise Advisors
New York
$10.6K +$10.4K +265 New
PP
547
Pacifica Partners
Canada
$10.3K – – –
SAM
548
Smartleaf Asset Management
Massachusetts
$10.1K -$5.57K -142 -36%
C
549
Covestor
United Kingdom
$10K +$39 +1 +0.4%
HFS
550
Hantz Financial Services
Michigan
$10K +$10.1K +257 New
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