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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1251
Plante Moran Financial Advisors
Michigan
$12.1K -$3.58K -35 -26%
PWMA
1252
Pension & Wealth Management Advisors
Massachusetts
$11.8K
ANBT
1253
American National Bank & Trust
Texas
$11.6K
NECFA
1254
New England Capital Financial Advisors
Connecticut
$11.2K +$6.03K +59 +184%
VWWMG
1255
Vermillion & White Wealth Management Group
Pennsylvania
$11K
GBT
1256
Grove Bank & Trust
Florida
$11K +$1.02K +10 +13%
ITFISA
1257
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.8K +$8.99K +88 New
AWM
1258
Abound Wealth Management
Tennessee
$10.7K +$409 +4 +5%
CHC
1259
City Holding Co
West Virginia
$10.4K +$1.74K +17 +25%
WA
1260
Whipplewood Advisors
Colorado
$9.93K -$1.53K -15 -16%
CFS
1261
CGC Financial Services
Oregon
$9.69K
TCM
1262
TD Capital Management
Tennessee
$9.69K
TF
1263
Tompkins Financial
New York
$9.69K
CIAS
1264
CBIZ Investment Advisory Services
Ohio
$9.56K +$7.97K +78 New
LWA
1265
Lowe Wealth Advisors
Maryland
$9.2K -$3.99K -39 -34%
IA
1266
IFS Advisors
Kansas
$9.2K
TCA
1267
Trifecta Capital Advisors
Illinois
$9.2K +$409 +4 +6%
AW
1268
Avion Wealth
Texas
$9K +$1.43K +14 +23%
RCM
1269
Richardson Capital Management
Wisconsin
$8.83K
GPI
1270
General Partner Inc
Pennsylvania
$8.71K
TCOV
1271
Trust Company of Vermont
Vermont
$8.71K
MSWM
1272
Mowery & Schoenfeld Wealth Management
Illinois
$8.62K
HWM
1273
HighMark Wealth Management
Minnesota
$8.58K
HHMI
1274
Howard Hughes Medical Institute
Maryland
$8.21K +$6.85K +67 New
BFS
1275
Bare Financial Services
Pennsylvania
$7.97K +$6.64K +65 New