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Name Holding Trade Value Shares
Change
Change in
Stake
QC
1101
Quent Capital
New York
$69.5K +$2.46K +16 +4%
PWMG
1102
Private Wealth Management Group
New Jersey
$68.7K
CCA
1103
Catalyst Capital Advisors
New York
$66K
OA
1104
Operose Advisors
Wisconsin
$64.8K -$38.8K -252 -40%
HI
1105
Harbour Investments
Wisconsin
$63.2K +$5.54K +36 +11%
SS
1106
Sunbelt Securities
Texas
$61.8K +$38.8K +252 +233%
CP
1107
Castleview Partners
Texas
$61.1K
JWA
1108
JFS Wealth Advisors
Pennsylvania
$59.8K +$4.93K +32 +10%
AT
1109
Arlington Trust
Alabama
$59.1K -$4.31K -28 -8%
IPW
1110
Impact Partnership Wealth
Georgia
$59.1K
RTC
1111
Riverview Trust Company
Washington
$57K +$51.1K +332 New
ST
1112
Smithfield Trust
Pennsylvania
$57K +$16.6K +108 +47%
KFI
1113
Key Financial Inc
Pennsylvania
$55.6K
SWS
1114
SYSTM Wealth Solutions
Illinois
$55K
CYG
1115
Clean Yield Group
Vermont
$55K
OC
1116
Oakworth Capital
Alabama
$55K
TFIPS
1117
Towarzystwo Funduszy Inwestycyjnych PZU SA
$55K
EWA
1118
EverSource Wealth Advisors
Alabama
$54K +$8.62K +56 +21%
FIM
1119
Fernwood Investment Management
Massachusetts
$52.9K +$47.4K +308 New
GKIM
1120
GW&K Investment Management
Massachusetts
$49K +$27.7K +180 +167%
DCP
1121
DSM Capital Partners
Florida
$45.3K
EWP
1122
Elevation Wealth Partners
California
$45.3K +$40.6K +264 New
PMFA
1123
Plante Moran Financial Advisors
Michigan
$41.2K -$566K -3,676 -94%
FMB
1124
Field & Main Bank
Kentucky
$41.2K
WB
1125
Webster Bank
Connecticut
$37.8K +$33.9K +220 New