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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1126
Evermay Wealth Management
Virginia
$18.8K
CWM
1127
CarsonAllaria Wealth Management
Illinois
$18.6K
OC
1128
Oakworth Capital
Alabama
$18.5K
AAG
1129
Accordant Advisory Group
Maryland
$18.2K
PSB
1130
Piscataqua Savings Bank
New Hampshire
$18K
HCM
1131
Hollencrest Capital Management
California
$17.5K +$4.34K +41 +27%
FFC
1132
First Financial Corp
Indiana
$17K
CA
1133
Centerpoint Advisors
Massachusetts
$17K -$13.2K -125 -40%
UIA
1134
Ulland Investment Advisors
Minnesota
$17K
GKIM
1135
GW&K Investment Management
Massachusetts
$17K +$6.88K +65 +55%
OPTFSNA
1136
Old Point Trust & Financial Services N A
Virginia
$16.6K
TCM
1137
TruNorth Capital Management
Michigan
$16.3K +$18.9K +179 New
BSB
1138
Bangor Savings Bank
Maine
$15.9K -$14K -132 -43%
DWM
1139
Darwin Wealth Management
Florida
$15.6K
WTA
1140
Washington Trust Advisors
Massachusetts
$15.4K +$17.9K +169 New
DJSG
1141
D.J. St. Germain
Massachusetts
$14.6K -$1.69K -16 -9%
SSB
1142
Sandy Spring Bank
Maryland
$13.9K -$4.87K -46 -23%
JFGIW
1143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8K -$4.13K -39 -21%
CWM
1144
Consultiva Wealth Management
Puerto Rico
$13.7K +$15.9K +150 New
SIS
1145
Strategic Investment Solutions
Illinois
$13.7K +$15.9K +150 New
RMC
1146
Resources Management Corp
Connecticut
$13K
W
1147
WealthCollab
Washington
$12.7K +$423 +4 +3%
CB
1148
CNB Bank
Pennsylvania
$12.5K
PMFA
1149
Plante Moran Financial Advisors
Michigan
$12.2K +$3.7K +35 +35%
PWA
1150
Physician Wealth Advisors
Utah
$12K -$423 -4 -3%