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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
826
Global Retirement Partners
California
$87.4K +$91.1K +3,575 New
PCTC
827
Perkins Coie Trust Company
Washington
$87.3K +$968 +38 +1%
POIA
828
Pin Oak Investment Advisors
Texas
$87K
FWA
829
Flagship Wealth Advisors
Massachusetts
$85.7K +$12.6K +493 +16%
KFI
830
Key Financial Inc
Pennsylvania
$85.4K
YAL
831
Your Advocates Ltd
Texas
$85K
WB
832
Webster Bank
Connecticut
$83.4K +$5.38K +211 +7%
CCM
833
Chilton Capital Management
Texas
$83.3K
ABWM
834
Alpine Bank Wealth Management
Colorado
$78.3K
CYG
835
Clean Yield Group
Vermont
$78.3K
OIAM
836
OFI Invest Asset Management
France
$77.5K +$38.9K +1,525 +69%
NRG
837
Nemes Rush Group
Michigan
$77.2K -$18.9K -741 -19%
AF
838
Alerus Financial
North Dakota
$76.1K +$79.3K +3,111 New
ANBT
839
American National Bank & Trust
Texas
$75.8K -$1.53K -60 -2%
SIM
840
Sentry Investment Management
Wisconsin
$75K
PTC
841
Private Trust Company
Ohio
$74.4K -$16.4K -643 -17%
ATC
842
Advantage Trust Company
Kansas
$73.4K
JFA
843
JNBA Financial Advisors
Minnesota
$72.9K
HI
844
Harbour Investments
Wisconsin
$72.9K -$5.05K -198 -6%
PWMA
845
Pension & Wealth Management Advisors
Massachusetts
$71.8K +$17.5K +685 +30%
TF
846
Tompkins Financial
New York
$70.8K
CFO
847
CVA Family Office
Colorado
$68.4K +$9.22K +362 +15%
PCFFS
848
Pacific Center for Financial Services
California
$68.1K
MSE
849
MUFG Securities EMEA
United Kingdom
$67.6K +$70.4K +2,763 New
MA
850
Montag & Associates
Georgia
$65.5K -$18.2K -715 -21%