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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
576
Atlantic Union Bankshares
Virginia
$25.2K -$3.03K -13 -10%
KAS
577
Kemnay Advisory Services
New York
$25.2K +$27.1K +116 New
LCA
578
Legend Capital Advisors
New York
$25K +$26.8K +115 New
CCM
579
Copeland Capital Management
Pennsylvania
$24.1K -$19.2M -82,166 -100%
TC
580
Trust Company
Kansas
$23.4K – – –
IWS
581
Intentional Wealth Strategies
Colorado
$23K +$24.7K +106 New
OL
582
OneFund LLC
Florida
$22.9K -$2.1K -9 -8%
HFS
583
Horizon Financial Services
North Carolina
$22.1K +$20.8K +89 +685%
BWL
584
Bogart Wealth LLC
Virginia
$21K +$700 +3 +3%
FHC
585
First Horizon Corporation
Tennessee
$20.8K -$233 -1 -1%
TFA
586
Transamerica Financial Advisors
Florida
$20.7K +$21.7K +93 +4,650%
FCT
587
First Community Trust
Iowa
$20.2K – – –
UCB
588
United Community Bank
South Carolina
$20K +$21.5K +92 New
WTA
589
Washington Trust Advisors
Massachusetts
$19.5K -$233 -1 -1%
CH
590
Cromwell Holdings
Wyoming
$18.9K -$467 -2 -2%
DIP
591
DT Investment Partners
Pennsylvania
$17.4K – – –
ST
592
Smithfield Trust
Pennsylvania
$17K – – –
CTC
593
Central Trust Company
Missouri
$16.9K – – –
HI
594
Harbour Investments
Wisconsin
$16.9K +$13.1K +56 +267%
QC
595
Quent Capital
New York
$16.3K -$2.1K -9 -11%
HFM
596
Hartford Financial Management
Connecticut
$16.3K – – –
CB
597
Community Bank
New York
$16.1K – – –
PWPS
598
Pinnacle Wealth Planning Services
Ohio
$15.4K -$38.7K -166 -70%
PCM
599
PenderFund Capital Management
British Columbia, Canada
$15.2K – – –
M
600
MOTCO
Texas
$14.5K – – –
22 23
24
25 26