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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
426
Plante Moran Financial Advisors
Michigan
$149K -$12K -83 -8%
PWPS
427
Pinnacle Wealth Planning Services
Ohio
$138K -$18.7K -130 -12%
EB
428
Eastern Bank
Massachusetts
$130K
MG
429
Mather Group
Illinois
$117K
USB
430
Union Savings Bank
Connecticut
$113K
CYG
431
Clean Yield Group
Vermont
$106K
SPIA
432
Steward Partners Investment Advisory
New York
$105K -$12.5K -87 -11%
1IA
433
1620 Investment Advisors
Massachusetts
$100K -$5.62K -39 -6%
ACM
434
Aquatic Capital Management
Illinois
$95.5K -$2.01M -13,972 -96%
API
435
Asset Planning Inc
California
$83.5K +$576 +4 +0.7%
SC
436
SouthState Corp
Florida
$77.9K
AT
437
Avalon Trust
New Mexico
$75.7K
WSC
438
Wellington Shields & Co
New York
$75.7K
WSFS
439
Wilmington Savings Fund Society
Delaware
$75.7K
VCM
440
Versant Capital Management
Arizona
$74.6K
BWA
441
Basecamp Wealth Advisors
Washington
$71.1K
SAM
442
Smartleaf Asset Management
Massachusetts
$58.3K
Bessemer Group
443
Bessemer Group
New Jersey
$58K
QL
444
Quarry LP
New York
$55.4K -$127K -879 -71%
IFWM
445
Institute for Wealth Management
Colorado
$54.8K +$52.1K +362 New
HI
446
Harbour Investments
Wisconsin
$54.4K -$864 -6 -2%
IBOK
447
Independence Bank of Kentucky
Kentucky
$54K
ST
448
Smithfield Trust
Pennsylvania
$52K
ECSS
449
Eurizon Capital SGR SpA
$50.3K +$3.46K +24 +8%
SW
450
StrongBox Wealth
Missouri
$46K +$43.8K +304 New