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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1251
Clean Yield Group
Vermont
$34.1K
GSWM
1252
Golden State Wealth Management
California
$33.6K +$8.32K +176 +35%
FHC
1253
First Horizon Corporation
Tennessee
$33.4K +$32.2K +682 New
HNB
1254
Hilltop National Bank
Wyoming
$31.5K -$283 -6 -0.9%
PWMG
1255
Private Wealth Management Group
New Jersey
$31.5K
MA
1256
Montag & Associates
Georgia
$31.5K +$3.31K +70 +12%
CAM
1257
Close Asset Management
United Kingdom
$31K -$1.32K -28 -4%
RFG
1258
REAP Financial Group
Texas
$30.2K +$29.1K +615 New
SWA
1259
SOA Wealth Advisors
New York
$30K +$12K +255 +72%
ATC
1260
Adirondack Trust Company
New York
$29.9K +$28.8K +610 New
GEA
1261
Glen Eagle Advisors
New Jersey
$29.4K +$94 +2 +0.3%
RTC
1262
Riverview Trust Company
Washington
$28.6K
PP
1263
Pacifica Partners
Canada
$27.4K
EWP
1264
Elevation Wealth Partners
California
$26.7K
EP
1265
Essential Partners
California
$26.6K +$567 +12 +2%
CMP
1266
Coston McIsaac & Partners
Maine
$26K +$2.17K +46 +9%
TTIC
1267
Tower Trust & Investment Company
Iowa
$25.7K
MIM
1268
MTM Investment Management
South Carolina
$25.4K
CT
1269
Clearstead Trust
Maine
$24.8K
MTIC
1270
Missouri Trust & Investment Company
Missouri
$24.8K
PMFA
1271
Plante Moran Financial Advisors
Michigan
$24.5K
WWA
1272
Wealth Watch Advisors
Colorado
$24.1K +$23.2K +492 New
PPA
1273
Painted Porch Advisors
California
$23.5K
AWM
1274
Abound Wealth Management
Tennessee
$23.1K
DWM
1275
Dogwood Wealth Management
Kansas
$22.8K +$10.1K +214 +85%