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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
601
Farther Finance Advisors
California
$165K +$82.8K +347 +99%
WT
602
Whittier Trust
California
$162K
DAM
603
Delta Asset Management
Tennessee
$161K
IA
604
IFP Advisors
Florida
$150K +$37.5K +157 +34%
EBA
605
Eagle Bay Advisors
New York
$145K +$239 +1 +0.2%
PCM
606
Penserra Capital Management
California
$141K +$3.1K +13 +2%
GM
607
GeoWealth Management
Illinois
$135K -$1.91K -8 -1%
LC
608
Lindbrook Capital
California
$132K +$9.06K +38 +7%
TFF
609
The Family Firm
Maryland
$132K +$130K +545 New
PWMA
610
Pension & Wealth Management Advisors
Massachusetts
$131K +$21.5K +90 +20%
SIM
611
Sentry Investment Management
Wisconsin
$129K -$26K -109 -17%
CB
612
Chris Bulman
California
$124K +$122K +513 New
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$123K +$16.7K +70 +16%
PA
614
Parallel Advisors
California
$123K +$20.5K +86 +20%
GRP
615
Global Retirement Partners
California
$102K +$72K +302 +252%
PBK
616
Peoples Bank (Kansas)
Kansas
$101K
AT
617
Arlington Trust
Alabama
$99.4K
TCOV
618
Trust Company of Vermont
Vermont
$98.2K
NL
619
NVWM LLC
Pennsylvania
$98K +$239 +1 +0.2%
AA
620
Alta Advisers
United Kingdom
$97K
HDIM
621
Hanson & Doremus Investment Management
Vermont
$96K
DIP
622
DT Investment Partners
Pennsylvania
$86.1K
CFO
623
CVA Family Office
Colorado
$84.1K
PSB
624
Piscataqua Savings Bank
New Hampshire
$81.7K -$954 -4 -1%
CH
625
Cromwell Holdings
Wyoming
$79.3K +$78K +327 New