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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
526
Pinnacle Wealth Planning Services
Ohio
$34.5K -$727 -4 -3%
UB
527
UMB Bank
Missouri
$30.9K -$4.36K -24 -15%
WIM
528
Westside Investment Management
California
$29.8K – – –
HNB
529
Huntington National Bank
Ohio
$28K -$1.64K -9 -7%
CT
530
Coastline Trust
Rhode Island
$27.8K – – –
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$25.8K -$727 -4 -3%
IA
532
IFG Advisory
Georgia
$25.4K +$20.7K +114 New
EP
533
Essential Partners
California
$24.7K +$4.18K +23 +26%
PWMG
534
Private Wealth Management Group
New Jersey
$24.5K – – –
AssetMark Inc
535
AssetMark Inc
California
$22.9K +$2K +11 +12%
BWS
536
Buck Wealth Strategies
Colorado
$22.2K +$18.2K +100 New
LI
537
LRI Investments
Florida
$21.8K +$13.3K +73 +292%
TCM
538
Triumph Capital Management
Colorado
$21.4K – – –
SFCL
539
Strengthening Families & Communities LLC
Massachusetts
$20.9K – – –
OL
540
OneFund LLC
Florida
$19.4K -$1.64K -9 -9%
CIAM
541
Caitong International Asset Management
Hong Kong
$18.2K -$5.45K -30 -27%
S
542
Sachetta
Massachusetts
$17.6K +$7.09K +39 +98%
FFO
543
Fortitude Family Office
Arizona
$17.1K +$182 +1 +1%
CAL
544
Capital Advisors Ltd
Ohio
$17K -$3.82K -21 -22%
PTC
545
Private Trust Company
Ohio
$16.9K – – –
ATC
546
Adirondack Trust Company
New York
$16.7K – – –
BONH
547
Bank of New Hampshire
New Hampshire
$16.7K – – –
TM
548
Torren Management
California
$16.5K – – –
SIC
549
Salem Investment Counselors
North Carolina
$16K – – –
MHR
550
Matthew Hamilton Rosenberg
$15.1K – – –