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Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1501
Washington Trust Advisors
Massachusetts
$19.8K – – –
RTC
1502
Riverview Trust Company
Washington
$19.6K -$23.6K -421 -49%
BWAM
1503
Boyd Watterson Asset Management
Ohio
$19.5K – – –
SFA
1504
Semmax Financial Advisors
North Carolina
$19.5K -$67.6K -1,205 -80%
BTD
1505
BankPlus Trust Department
Mississippi
$18.6K +$23.2K +414 New
CT
1506
Caldwell Trust
Florida
$18.5K – – –
PP
1507
Pacifica Partners
Canada
$18.1K – – –
ANBT
1508
American National Bank & Trust
Texas
$18K – – –
PLU
1509
Performa Ltd (US)
South Carolina
$18K +$22.4K +400 New
PPA
1510
Painted Porch Advisors
California
$17.9K +$15.5K +276 +224%
MAS
1511
MPWM Advisory Solutions
Georgia
$17.5K +$21.9K +391 New
CMA
1512
Cedar Mountain Advisors
Oregon
$16.7K +$20.8K +371 New
HIA
1513
Harbor Investment Advisory
Maryland
$16.4K -$17.6K -313 -46%
AFS
1514
Anderson Financial Strategies
Ohio
$16.3K +$20.4K +364 New
LIS
1515
Legacy Investment Solutions
Idaho
$16.3K -$11.1K -198 -40%
LWMI
1516
Legacy Wealth Management (Idaho)
Idaho
$16.3K -$11.1K -198 -40%
CA
1517
Centerpoint Advisors
Massachusetts
$16K – – –
CTWM
1518
Cherry Tree Wealth Management
Minnesota
$15.8K -$52.5K -936 -73%
MAM
1519
Meeder Asset Management
Ohio
$15.8K -$557K -9,933 -97%
GFL
1520
Granite FO LLC
New Hampshire
$15.7K – – –
FWA
1521
Flagship Wealth Advisors
Massachusetts
$15.6K +$19.5K +348 New
FWM
1522
FSA Wealth Management
Massachusetts
$15.4K +$56 +1 +0.3%
RF
1523
Roxbury Financial
New Jersey
$15.4K +$14.4K +256 New
VWWMG
1524
Vermillion & White Wealth Management Group
Pennsylvania
$15.4K +$112 +2 +0.6%
GTAM
1525
Global Trust Asset Management
Florida
$15.3K -$549K -9,788 -97%
59 60
61
62 63