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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
176
Plante Moran Financial Advisors
Michigan
$26K
WT
177
Washington Trust
Rhode Island
$25K
KFP
178
KB Financial Partners
New Jersey
$23K +$3.15K +63 +16%
HIA
179
Harbor Investment Advisory
Maryland
$22K +$2K +40 +10%
ST
180
Smithfield Trust
Pennsylvania
$20K
WT
181
Whittier Trust
California
$19K
HWMA
182
Heritage Wealth Management (Arizona)
Arizona
$18K
GWS
183
Glassman Wealth Services
Virginia
$18K +$50 +1 +0.3%
EFSCE
184
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$1.45K +29 +9%
JWA
185
JFS Wealth Advisors
Pennsylvania
$17K -$4.05K -81 -20%
IA
186
IFP Advisors
Florida
$17K
CFO
187
CVA Family Office
Colorado
$16K +$16K +319 New
PB
188
Pinnacle Bancorp
Nebraska
$15K -$1.1K -22 -7%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$14K -$1.95K -39 -12%
GRP
190
Global Retirement Partners
California
$12K +$6.1K +122 +108%
SL
191
Savior LLC
Massachusetts
$11K
NFG
192
Next Financial Group
Texas
$11K +$1.15K +23 +11%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$10K
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$10K
HI
195
Harbour Investments
Wisconsin
$10K +$3.25K +65 +53%
HWM
196
HighMark Wealth Management
Minnesota
$9K
Federated Hermes
197
Federated Hermes
Pennsylvania
$9K +$2.9K +58 +52%
CP
198
Castleview Partners
Texas
$9K +$9K +180 New
OAJ
199
Ogorek Anthony Joseph
New York
$8K
FHC
200
First Horizon Corporation
Tennessee
$7K