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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
501
Realta Investment Advisors
Delaware
$85K +$79.4K +1,756 New
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$83K +$3.98K +88 +5%
FCB
503
First Command Bank
Texas
$81K
FCFS
504
First Command Financial Services
Texas
$81K
ATC
505
Adirondack Trust Company
New York
$78K
IA
506
IFP Advisors
Florida
$74K -$24.8K -548 -26%
CHP
507
Cable Hill Partners
Oregon
$74K
DAM
508
Delta Asset Management
Tennessee
$70K -$9.04K -200 -12%
LJHT
509
Laurie J. Hall Trustee
$67K
OC
510
Oakworth Capital
Alabama
$67K
AWM
511
AllSquare Wealth Management
New York
$65K
TFA
512
Toth Financial Advisory
Virginia
$64K +$452 +10 +0.8%
TAM
513
Tiverton Asset Management
Delaware
$61K +$4.97K +110 +9%
WT
514
Whittier Trust
California
$58K -$84.4K -1,868 -61%
TCOV
515
Trust Company of Vermont
Vermont
$58K -$3.62K -80 -6%
TC
516
Truvestments Capital
Florida
$58K +$54.4K +1,204 New
VCM
517
Vigilant Capital Management
Maine
$57K
GEA
518
Glen Eagle Advisors
New Jersey
$54.5K +$4.52K +100 +10%
IWP
519
Icon Wealth Partners
Texas
$54K +$51.4K +1,136 New
PHK
520
Point72 Hong Kong
Hong Kong
$53K +$50.5K +1,116 New
SNT
521
Security National Trust
West Virginia
$52K
GLI
522
Guardian Life Insurance
New York
$52K +$3.25K +72 +7%
PK
523
Pflug Koory
Nebraska
$51K
TWA
524
TCI Wealth Advisors
Arizona
$51K
FCMT
525
Founders Capital Management (Texas)
Texas
$49K