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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
901
Parkside Financial Bank & Trust
Missouri
$203K +$2.01K +48 +1%
LSPW
902
Lake Street Private Wealth
Illinois
$203K +$185K +4,414 New
PD
903
Planning Directions
Pennsylvania
$203K +$184K +4,410 New
USCWA
904
U.S. Capital Wealth Advisors
Texas
$203K -$76.9K -1,839 -29%
FCAS
905
First Command Advisory Services
Texas
$202K -$73.4K -1,755 -29%
UAML
906
US Asset Management LLC
Pennsylvania
$202K +$184K +4,393 New
GL
907
Graypoint LLC
New York
$201K +$182K +4,361 New
WTFG
908
Wells Trecaso Financial Group
Ohio
$201K +$182K +4,360 New
VWWMG
909
Vermillion & White Wealth Management Group
Pennsylvania
$199K -$3.3K -79 -2%
BC
910
Bayforest Capital
United Kingdom
$195K +$159K +3,802 +888%
HCP
911
Hexagon Capital Partners
Arkansas
$195K +$14.5K +347 +9%
PFSC
912
Peoples Financial Services Corp
Pennsylvania
$192K
IA
913
IFP Advisors
Florida
$189K +$22.7K +544 +15%
MPWT
914
MassMutual Private Wealth & Trust
Connecticut
$185K +$14.8K +354 +10%
VCM
915
Versant Capital Management
Arizona
$176K +$116K +2,775 +265%
TF
916
Tompkins Financial
New York
$167K
GEA
917
Glen Eagle Advisors
New Jersey
$165K
WPA
918
Wealth Preservation Advisors
Tennessee
$161K +$146K +3,489 New
TCOV
919
Trust Company of Vermont
Vermont
$161K
GBT
920
Grove Bank & Trust
Florida
$159K +$15.1K +361 +12%
BBHC
921
Brown Brothers Harriman & Co
New York
$157K -$28.7K -687 -17%
CPBTD
922
Central Pacific Bank - Trust Division
Hawaii
$156K
LC
923
Lindbrook Capital
California
$155K -$22.7K -544 -14%
FFM
924
Fullerton Fund Management
Singapore
$150K +$136K +3,250 New
SIM
925
Sentry Investment Management
Wisconsin
$148K +$138K +3,304 New