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Name Holding Trade Value Shares
Change
Change in
Stake
YAL
851
Your Advocates Ltd
Texas
$94.6K – – –
KFI
852
Key Financial Inc
Pennsylvania
$93.2K – – –
WB
853
Webster Bank
Connecticut
$92.9K – – –
GRP
854
Global Retirement Partners
California
$91.5K -$5.68K -213 -6%
GCM
855
Gables Capital Management
Florida
$91.2K -$18.7K -700 -17%
ADL
856
Asset Dedication LLC
California
$90.2K -$18.4K -692 -17%
CH
857
Cromwell Holdings
Wyoming
$89.8K +$33K +1,238 +61%
ABWM
858
Alpine Bank Wealth Management
Colorado
$87.1K – – –
CYG
859
Clean Yield Group
Vermont
$87.1K – – –
CVM
860
Cheviot Value Management
California
$87K -$36K -1,350 -30%
POIA
861
Pin Oak Investment Advisors
Texas
$87K – – –
NRG
862
Nemes Rush Group
Michigan
$85.9K – – –
MCM
863
MV Capital Management
Maryland
$84.6K +$32.4K +1,216 +64%
ANBT
864
American National Bank & Trust
Texas
$84K -$373 -14 -0.5%
PWMA
865
Pension & Wealth Management Advisors
Massachusetts
$81.9K +$1.86K +70 +2%
ZBNA
866
Zions Bancorporation, National Association
Utah
$81.3K +$55.4K +2,077 +228%
JFA
867
JNBA Financial Advisors
Minnesota
$81.2K – – –
SGK
868
Steigerwald Gordon & Koch
Virginia
$81K +$79.2K +2,973 New
CFO
869
CVA Family Office
Colorado
$79.8K +$3.54K +133 +5%
TF
870
Tompkins Financial
New York
$78.8K – – –
RFS
871
Richardson Financial Services
Massachusetts
$77K +$9.78K +367 +15%
PCFFS
872
Pacific Center for Financial Services
California
$75.8K – – –
SC
873
SouthState Corp
Florida
$73.1K -$69.6K -2,613 -49%
AAS
874
Ameritas Advisory Services
Nebraska
$72.6K -$75K -2,816 -51%
MA
875
Montag & Associates
Georgia
$72.6K – – –