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Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CoreCap Advisors
Michigan
$6.47K
CPG
302
Cornerstone Planning Group
New Jersey
$6.37K
IBOK
303
Independence Bank of Kentucky
Kentucky
$6.34K
ZBNA
304
Zions Bancorporation, National Association
Utah
$6.31K -$555 -17 -8%
CT
305
Caldwell Trust
Florida
$6.31K
YP
306
YANKCOM Partnership
South Dakota
$6.28K
WSFS
307
Wilmington Savings Fund Society
Delaware
$6.19K -$32.5K -995 -83%
SIC
308
SJS Investment Consulting
Ohio
$6.16K
GKIM
309
GW&K Investment Management
Massachusetts
$6K
KFI
310
Key Financial Inc
Pennsylvania
$5.64K
RWA
311
Redmont Wealth Advisors
Illinois
$5.36K
BFS
312
Bare Financial Services
Pennsylvania
$4.87K +$3.36K +103 +187%
AF
313
Advisornet Financial
Minnesota
$4.8K
SGK
314
Steigerwald Gordon & Koch
Virginia
$4.4K +$4.67K +143 New
KA
315
Kozak & Associates
Colorado
$4.15K +$4.67K +143 New
Federated Hermes
316
Federated Hermes
Pennsylvania
$4.04K
CTB
317
Country Trust Bank
Illinois
$4.04K +$4.27K +131 New
MWA
318
Medallion Wealth Advisors
Connecticut
$3.85K
HHGA
319
Halbert Hargrove Global Advisors
California
$3.79K
IA
320
IFP Advisors
Florida
$3.63K -$10.3K -317 -73%
SSG
321
Summit Securities Group
New York
$3.36K +$3.26K +100 +1,111%
BBHC
322
Brown Brothers Harriman & Co
New York
$3.2K -$33 -1 -1%
AWM
323
AllSquare Wealth Management
New York
$3.08K
FP
324
Financial Perspectives
Minnesota
$3.08K
CB
325
CNB Bank
Pennsylvania
$3.08K +$3.26K +100 New