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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%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$130K +$59.9K +416 +94%
EB
429
Eastern Bank
Massachusetts
$130K – – –
MG
430
Mather Group
Illinois
$117K – – –
USB
431
Union Savings Bank
Connecticut
$113K – – –
CYG
432
Clean Yield Group
Vermont
$106K – – –
SPIA
433
Steward Partners Investment Advisory
New York
$105K -$12.5K -87 -11%
1IA
434
1620 Investment Advisors
Massachusetts
$100K -$5.62K -39 -6%
ACM
435
Aquatic Capital Management
Illinois
$95.5K -$2.01M -13,972 -96%
API
436
Asset Planning Inc
California
$83.5K +$576 +4 +0.7%
SC
437
SouthState Corp
Florida
$77.9K – – –
AT
438
Avalon Trust
New Mexico
$75.7K – – –
WSC
439
Wellington Shields & Co
New York
$75.7K – – –
WSFS
440
Wilmington Savings Fund Society
Delaware
$75.7K – – –
VCM
441
Versant Capital Management
Arizona
$74.6K – – –
BWA
442
Basecamp Wealth Advisors
Washington
$71.1K – – –
SAM
443
Smartleaf Asset Management
Massachusetts
$58.3K – – –
Bessemer Group
444
Bessemer Group
New Jersey
$58K – – –
QL
445
Quarry LP
New York
$55.4K -$127K -879 -71%
IFWM
446
Institute for Wealth Management
Colorado
$54.8K +$52.1K +362 New
HI
447
Harbour Investments
Wisconsin
$54.4K -$864 -6 -2%
IBOK
448
Independence Bank of Kentucky
Kentucky
$54K – – –
ST
449
Smithfield Trust
Pennsylvania
$52K – – –
ECSS
450
Eurizon Capital SGR SpA
$50.3K +$3.46K +24 +8%