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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
976
Boyd Watterson Asset Management
Ohio
$164K -$7.4K -160 -4%
MSWM
977
Mowery & Schoenfeld Wealth Management
Illinois
$161K
EI
978
EFG International
$161K +$125K +2,700 +360%
DMBA
979
Deseret Mutual Benefit Administrators
Utah
$160K -$11.2K -243 -7%
AUB
980
Atlantic Union Bankshares
Virginia
$160K -$25.2K -545 -14%
MA
981
Montag & Associates
Georgia
$160K
NEWAS
982
N.E.W. Advisory Services
Wisconsin
$159K +$601 +13 +0.4%
CH
983
Cromwell Holdings
Wyoming
$158K +$29.3K +634 +23%
TF
984
Tompkins Financial
New York
$156K
RFS
985
Richardson Financial Services
Massachusetts
$152K
WT
986
Whittier Trust
California
$148K +$278 +6 +0.2%
MPWT
987
MassMutual Private Wealth & Trust
Connecticut
$148K +$3.89K +84 +3%
HIA
988
HFM Investment Advisors
New Jersey
$143K -$2.27K -49 -2%
UFPG
989
United Financial Planning Group
New York
$138K +$133K +2,875 +3,594%
FCAS
990
First Command Advisory Services
Texas
$134K -$120K -2,587 -47%
FA
991
Fedenia Advisers
Wisconsin
$133K +$132K +2,847 New
GJIA
992
Glass Jacobson Investment Advisors
Maryland
$131K +$4.21K +91 +3%
OL
993
OneFund LLC
Florida
$130K +$278 +6 +0.2%
CG
994
Curat Global
New Hampshire
$129K -$60K -1,296 -38%
GWP
995
Gen-Wealth Partners
Michigan
$127K -$5.97K -129 -5%
C
996
Covestor
United Kingdom
$125K -$10.4K -225 -8%
DF
997
Dunhill Financial
United Kingdom
$124K -$278 -6 -0.2%
CB
998
Community Bank
New York
$124K -$9.25K -200 -7%
OSNBOA
999
Old Second National Bank of Aurora
Illinois
$123K
ZBNA
1000
Zions Bancorporation, National Association
Utah
$122K +$6.85K +148 +6%