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Name Holding Trade Value Shares
Change
Change in
Stake
TH
1226
TCTC Holdings
Texas
$121K -$26.1K -495 -18%
PFG
1227
Peterson Financial Group
Iowa
$119K +$115K +2,171 New
PMFA
1228
Plante Moran Financial Advisors
Michigan
$118K -$5.28K -100 -4%
WWP
1229
WR Wealth Planners
Missouri
$115K -$4.54K -86 -4%
FPFS
1230
First Personal Financial Services
North Carolina
$113K
CFO
1231
CVA Family Office
Colorado
$113K +$6.44K +122 +6%
EIM
1232
Essex Investment Management
Massachusetts
$112K
CH
1233
Cromwell Holdings
Wyoming
$109K -$12.2K -232 -10%
AA
1234
Alta Advisers
United Kingdom
$109K
PG
1235
Proffitt & Goodson
Tennessee
$109K
FMB
1236
Field & Main Bank
Kentucky
$108K -$5.28K -100 -5%
BONH
1237
Bank of New Hampshire
New Hampshire
$108K
BL
1238
BFSG LLC
California
$106K +$1.32K +25 +1%
CT
1239
Coastline Trust
Rhode Island
$105K +$101K +1,914 New
ZB
1240
Zions Bancorporation
Utah
$102K -$3.96K -75 -4%
LFG
1241
Larson Financial Group
Missouri
$102K +$46.2K +875 +89%
ICM
1242
Islay Capital Management
Texas
$98.9K
C
1243
Covestor
United Kingdom
$96K +$12K +228 +15%
HNB
1244
Hilltop National Bank
Wyoming
$94.7K
GJWM
1245
Gilliland Jeter Wealth Management
Arkansas
$92.8K
CWM
1246
Compass Wealth Management
Connecticut
$92.2K
JWA
1247
JFS Wealth Advisors
Pennsylvania
$91.6K +$50.9K +965 +136%
SNB
1248
Security National Bank
Nebraska
$88.6K
MIA
1249
MeadowBrook Investment Advisors
Michigan
$88.2K
TIM
1250
Thompson Investment Management
Wisconsin
$88.2K