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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1251
Optimum Investment Advisors
Illinois
$92K
RFA
1252
Register Financial Advisors
Georgia
$91.4K +$2.09K +214 +2%
CH
1253
Cromwell Holdings
Wyoming
$88.5K +$18.3K +1,875 +27%
SIC
1254
Salem Investment Counselors
North Carolina
$88.3K +$1.66K +170 +2%
PFBT
1255
Parkside Financial Bank & Trust
Missouri
$87.6K +$3.49K +357 +4%
Cohen & Steers
1256
Cohen & Steers
New York
$87K -$20.8K -2,129 -20%
RFS
1257
Richardson Financial Services
Massachusetts
$86.3K -$4.3K -440 -5%
NSIM
1258
North Star Investment Management
Illinois
$84.6K +$440 +45 +0.5%
SC
1259
SouthState Corp
Florida
$83.6K +$19.9K +2,035 +32%
PWA
1260
Physician Wealth Advisors
Utah
$83.1K -$6.13K -628 -7%
NB
1261
NBT Bank
New York
$78.4K -$2.93K -300 -4%
CTC
1262
Central Trust Company
Missouri
$77.5K -$23.6K -2,412 -24%
GK
1263
Graney & King
New York
$76.7K +$234 +24 +0.3%
SFCL
1264
Strengthening Families & Communities LLC
Massachusetts
$75K +$29.8K +3,051 +104%
KFI
1265
Key Financial Inc
Pennsylvania
$72.1K -$2.7K -276 -4%
TH
1266
TCTC Holdings
Texas
$70.2K
MCM
1267
Manchester Capital Management
Vermont
$69.3K +$51.5K +5,272 +322%
RS
1268
Rakuten Securities
Japan
$69.1K +$8.37K +857 +14%
PH
1269
Pinnacle Holdings
Oklahoma
$67.5K +$107 +11 +0.2%
AWM
1270
AllSquare Wealth Management
New York
$67.3K
GIA
1271
GHP Investment Advisors
Colorado
$66.2K -$7.73K -791 -11%
CFO
1272
CVA Family Office
Colorado
$66.1K +$20.5K +2,096 +47%
VCM
1273
Versant Capital Management
Arizona
$61.4K +$34.2K +3,497 +133%
FDW
1274
Fourth Dimension Wealth
Ohio
$61.1K +$303 +31 +0.5%
WBC
1275
Westpac Banking Corp
Australia
$58.5K