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Name Holding Trade Value Shares
Change
Change in
Stake
SMBT
1301
Southern Michigan Bank & Trust
Michigan
$51.3K +$13K +165 +33%
WAU
1302
Wellington-Altus USA
Manitoba, Canada
$50.7K -$284K -3,610 -84%
BHWM
1303
Beaird Harris Wealth Management
Texas
$50.5K – – –
AEPWM
1304
Atlantic Edge Private Wealth Management
Florida
$50.1K – – –
TIM
1305
Thompson Investment Management
Wisconsin
$49.6K -$40.9K -520 -45%
WA
1306
WPG Advisers
Maryland
$49.3K -$157 -2 -0.3%
W
1307
WealthCollab
Washington
$47K – – –
ETS
1308
ESL Trust Services
New York
$46.2K – – –
EI
1309
EFG International
$45.9K -$12.7K -162 -21%
VR
1310
Vision Retirement
New Jersey
$45.8K – – –
MWA
1311
Medallion Wealth Advisors
Connecticut
$45.7K -$864 -11 -2%
LWM
1312
Lodestone Wealth Management
Washington
$45.3K +$79 +1 +0.2%
MCA
1313
McGuire Capital Advisors
Oklahoma
$44.7K -$18.1K -231 -28%
SVWA
1314
Sarver Vrooman Wealth Advisors
Missouri
$42.6K -$1.41K -18 -3%
AA
1315
Addison Advisors
Vermont
$41.9K -$392K -4,993 -90%
CTA
1316
Colonial Trust Advisors
South Carolina
$41.5K +$29.5K +375 +229%
SFS
1317
Sunrise Financial Services
Washington
$41.2K – – –
JWM
1318
JPL Wealth Management
Colorado
$41K -$1.26K -16 -3%
AG
1319
AmeriFlex Group
Nevada
$40.4K +$12.5K +159 +44%
HPC
1320
HM Payson & Co
Maine
$40.1K +$29.1K +370 +247%
SG
1321
Sankala Group
Colorado
$39.8K – – –
RF
1322
Robinswood Financial
Washington
$39.2K – – –
PB
1323
Prosperity Bancshares
Texas
$39.2K -$3.93K -50 -9%
OPTFSNA
1324
Old Point Trust & Financial Services N A
Virginia
$38.5K – – –
TCOT
1325
Trust Company of Toledo
Ohio
$38.5K – – –