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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1026
Intelligent Financial Strategies
Minnesota
$121K
EWA
1027
EverSource Wealth Advisors
Alabama
$121K -$10.9K -308 -8%
AF
1028
Advisornet Financial
Minnesota
$110K -$59K -1,668 -37%
SC
1029
SouthState Corp
Florida
$108K
CBT
1030
CoreFirst Bank & Trust
Kansas
$108K
KFI
1031
Key Financial Inc
Pennsylvania
$101K
TPCW
1032
TD Private Client Wealth
New York
$99.4K -$3.18K -90 -3%
AFS
1033
Annapolis Financial Services
Maryland
$99.2K
MA
1034
Montag & Associates
Georgia
$99.2K
TCOV
1035
Trust Company of Vermont
Vermont
$96K -$141 -4 -0.2%
PSB
1036
Piscataqua Savings Bank
New Hampshire
$95.8K
PCMC
1037
Planning Capital Management Corporation
Pennsylvania
$95.4K -$636 -18 -0.7%
RA
1038
Rise Advisors
New York
$95.3K +$21.7K +614 +33%
PCFFS
1039
Pacific Center for Financial Services
California
$92.6K
CBT
1040
Central Bank & Trust
Kentucky
$88.2K -$32.2K -910 -28%
PB
1041
Pinnacle Bancorp
Nebraska
$87.5K
QC
1042
Quent Capital
New York
$84.3K
LS
1043
Livforsakringsbolaget Skandia
Sweden
$83.6K
OC
1044
Oakworth Capital
Alabama
$81.2K
FMII
1045
Farmers & Merchants Investments Inc
Nebraska
$80.1K
RIL
1046
Rothschild Investment LLC
Illinois
$78.1K +$1.41K +40 +2%
TFA
1047
Transamerica Financial Advisors
Florida
$74K -$261K -7,386 -79%
TVWM
1048
Tower View Wealth Management
Wisconsin
$62.5K
AA
1049
Ancora Advisors
Ohio
$62.3K
SL
1050
Salomon & Ludwin
Virginia
$62.2K