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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
851
Central Trust Company
Missouri
$78.2K -$9.72K -301 -10%
IBOK
852
Independence Bank of Kentucky
Kentucky
$78.1K -$88.8K -2,749 -50%
C
853
Covestor
United Kingdom
$78K +$25.1K +776 +39%
FMII
854
Farmers & Merchants Investments Inc
Nebraska
$73.2K -$1.1K -34 -1%
PFBT
855
Parkside Financial Bank & Trust
Missouri
$71.4K +$5.52K +171 +7%
1IA
856
1620 Investment Advisors
Massachusetts
$70.4K -$2.52K -78 -3%
TWD
857
True Wealth Design
Ohio
$68.1K +$9.91K +307 +15%
OL
858
OneFund LLC
Florida
$68K -$1.16K -36 -1%
WPWM
859
Western Pacific Wealth Management
Illinois
$67.9K -$7.69K -238 -9%
TC
860
Trust Company
Kansas
$66.4K +$11.6K +360 +18%
FC
861
Financial Consulate
Maryland
$64.6K -$10.5K -324 -12%
Vanguard National Trust
862
Vanguard National Trust
Pennsylvania
$64K – – –
TCIIS
863
TIAA-CREF Individual & Institutional Services
New York
$61K -$38.3K -1,187 -35%
Bank Julius Baer & Co
864
Bank Julius Baer & Co
Switzerland
$58.7K -$77.2K -2,389 -54%
RF
865
Rossby Financial
Florida
$57K +$2.65K +82 +4%
FHC
866
First Horizon Corporation
Tennessee
$55.5K -$5.78K -179 -8%
IA
867
IFG Advisory
Georgia
$55.1K +$63.2K +1,956 New
CT
868
Colonial Trust
South Carolina
$55.1K +$3.13K +97 +5%
KFA
869
Kelleher Financial Advisors
New York
$53.1K +$60.9K +1,885 New
ZBNA
870
Zions Bancorporation, National Association
Utah
$52.8K -$6.01K -186 -9%
CVM
871
Cheviot Value Management
California
$50.3K – – –
CH
872
Cromwell Holdings
Wyoming
$50K -$4.59K -142 -7%
APFP
873
Action Point Financial Planning
Michigan
$49.4K +$56.7K +1,756 New
PWA
874
Physician Wealth Advisors
Utah
$47.2K -$3.17K -98 -6%
KFAS
875
Keating Financial Advisory Services
Kansas
$47.2K -$19.1K -593 -26%