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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1026
Trust Company of Vermont
Vermont
$54.1K
RIL
1027
Rothschild Investment LLC
Illinois
$53.3K +$3.99K +70 +8%
TFM
1028
TFC Financial Management
Massachusetts
$53K
IUHSA
1029
Itau Unibanco Holding S.A.
Brazil
$52.6K +$40.3K +708 +340%
CAC
1030
Core Alternative Capital
Georgia
$52.3K
CA
1031
Centerpoint Advisors
Massachusetts
$52K
CW
1032
Curio Wealth
Maryland
$51.7K +$51.3K +900 New
BC
1033
Barrett & Company
Rhode Island
$51.1K
ACM
1034
Anfield Capital Management
California
$50.3K -$570 -10 -1%
CMBA
1035
C.M. Bidwell & Associates
Hawaii
$50K
APW
1036
Aventura Private Wealth
Florida
$46.3K +$45.9K +806 New
DIP
1037
DT Investment Partners
Pennsylvania
$46.1K
PCTC
1038
Perkins Coie Trust Company
Washington
$45.4K -$456 -8 -1%
MSWA
1039
Marshall & Sterling Wealth Advisors
New York
$45.3K +$45K +790 New
FFO
1040
Fortitude Family Office
Arizona
$39.8K
TWD
1041
True Wealth Design
Ohio
$38.7K +$1.76K +31 +5%
SL
1042
Salomon & Ludwin
Virginia
$38.4K
A
1043
AlphaQuest
New York
$34.5K -$887K -15,579 -96%
PK
1044
Pflug Koory
Nebraska
$34.4K
HWA
1045
HHM Wealth Advisors
Tennessee
$33.3K +$1.76K +31 +6%
BC
1046
Bayforest Capital
United Kingdom
$33.3K +$33K +580 New
IFS
1047
Intelligent Financial Strategies
Minnesota
$33K
CPG
1048
Cornerstone Planning Group
New Jersey
$31.6K +$6.21K +109 +25%
BIA
1049
Bell Investment Advisors
California
$30.9K -$1.48K -26 -5%
QL
1050
Quarry LP
New York
$30.8K -$1.37K -24 -4%