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Name Holding Trade Value Shares
Change
Change in
Stake
EP
1201
Essential Partners
California
$22.3K +$21.5K +530 New
TTIC
1202
Tower Trust & Investment Company
Iowa
$22K
MIM
1203
MTM Investment Management
South Carolina
$21.8K -$359K -8,840 -94%
MCM
1204
Manchester Capital Management
Vermont
$21.8K -$243 -6 -1%
GSWM
1205
Golden State Wealth Management
California
$21.4K
CT
1206
Clearstead Trust
Maine
$21.3K +$11.4K +282 +126%
MTIC
1207
Missouri Trust & Investment Company
Missouri
$21.2K -$1.42K -35 -6%
CMP
1208
Coston McIsaac & Partners
Maine
$21K
PMFA
1209
Plante Moran Financial Advisors
Michigan
$21K
PPA
1210
Painted Porch Advisors
California
$20.1K -$1.01K -25 -5%
AWM
1211
Abound Wealth Management
Tennessee
$19.8K
EFMH
1212
E Fund Management (HK)
Hong Kong
$19.7K
HFS
1213
Hughes Financial Services
Virginia
$19.2K +$446 +11 +3%
BGAI
1214
Bruce G. Allen Investments
Colorado
$18.6K +$406 +10 +2%
KPP
1215
Kings Path Partners
Texas
$18.5K
USB
1216
Union Savings Bank
Connecticut
$18.5K
NEWAS
1217
N.E.W. Advisory Services
Wisconsin
$18.1K -$65.9K -1,625 -79%
DF
1218
Dunhill Financial
United Kingdom
$17.3K +$5.19K +128 +45%
CNBTD
1219
Citizens National Bank Trust Department
Mississippi
$17K
CSB
1220
City State Bank
Iowa
$16.8K
FCAS
1221
First Command Advisory Services
Texas
$16.8K
RS
1222
Rakuten Securities
Japan
$16.8K +$9.74K +240 +150%
AUB
1223
Atlantic Union Bankshares
Virginia
$16.8K +$16.2K +400 New
MS
1224
Marshall & Sullivan
Washington
$16.8K +$16.2K +400 New
GCM
1225
Gables Capital Management
Florida
$15.8K