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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1051
JFS Wealth Advisors
Pennsylvania
$64.4K +$19.1K +497 +37%
FHA
1052
First Horizon Advisors
Tennessee
$62.9K -$35.1K -914 -34%
FMB
1053
Field & Main Bank
Kentucky
$62.5K -$7.87K -205 -10%
GIA
1054
GHP Investment Advisors
Colorado
$62.3K -$510K -13,293 -88%
GM
1055
GeoWealth Management
Illinois
$62K -$130K -3,380 -66%
CH
1056
Cromwell Holdings
Wyoming
$61.5K +$43.7K +1,138 +183%
FUBT
1057
First United Bank & Trust
Maryland
$59.7K -$179K -4,651 -73%
SNB
1058
Security National Bank
Nebraska
$59K +$2.61K +68 +4%
ETS
1059
ESL Trust Services
New York
$58.9K -$13.1K -341 -17%
CSPIA
1060
Cary Street Partners Investment Advisory
Virginia
$57.7K +$6.8K +177 +12%
MFC
1061
Mechanics Financial Corp
Ohio
$57.1K -$132K -3,430 -68%
SIM
1062
Sentry Investment Management
Wisconsin
$56K -$23.3K -606 -23%
RF
1063
Rossby Financial
Florida
$54.8K +$70.1K +1,826 New
CWM
1064
Crowley Wealth Management
Delaware
$51.9K -$10.8K -280 -16%
BL
1065
BFSG LLC
California
$51.6K +$8.72K +227 +18%
PMFA
1066
Plante Moran Financial Advisors
Michigan
$51.5K -$27.4K -713 -33%
WBC
1067
Westpac Banking Corp
Australia
$51K
CFFP
1068
Center for Financial Planning
Michigan
$50.6K
CTA
1069
Colonial Trust Advisors
South Carolina
$50.3K -$922 -24 -2%
CFO
1070
CVA Family Office
Colorado
$49.4K +$230 +6 +0.4%
BC
1071
Barrett & Company
Rhode Island
$49K -$1.84K -48 -3%
CAL
1072
Capital Analysts LLC
Pennsylvania
$49K -$6.45K -168 -11%
Loomis, Sayles & Company
1073
Loomis, Sayles & Company
Massachusetts
$48K -$28.4K -740 -35%
CAM
1074
Costello Asset Management
Pennsylvania
$48K +$11.5K +300 +28%
TIM
1075
Thompson Investment Management
Wisconsin
$47.2K