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Independent Bank
INDB

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Allworth Financial
California
$8.79K +$1.82K +23 +28%
DB
302
Danske Bank
Denmark
$8.37K – – –
FAM
303
Fulcrum Asset Management
United Kingdom
$7.34K +$6.98K +88 New
HNW
304
High Note Wealth
Minnesota
$6.03K – – –
PWMG
305
Prestige Wealth Management Group
New Jersey
$5.99K – – –
KFAS
306
Keating Financial Advisory Services
Kansas
$5.94K +$79 +1 +1%
CFD
307
Creative Financial Designs
Indiana
$5.92K +$79 +1 +1%
CA
308
Continuum Advisory
Idaho
$5.86K +$5.55K +70 New
QL
309
Quarry LP
New York
$5.78K -$7.38K -93 -57%
CFO
310
CVA Family Office
Colorado
$5.53K +$1.75K +22 +50%
FFO
311
Fortitude Family Office
Arizona
$4.69K +$79 +1 +2%
EP
312
Essential Partners
California
$4.52K – – –
SGFG
313
Silver Grove Financial Group
New York
$4.35K +$4.13K +52 New
TCOV
314
Trust Company of Vermont
Vermont
$4.02K +$3.81K +48 New
BTI
315
Blue Trust Inc
Georgia
$3.77K -$238 -3 -6%
WTC
316
WhitTier Trust Company
Nevada
$3.54K – – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$3.45K +$714 +9 +28%
PWMA
318
Pension & Wealth Management Advisors
Massachusetts
$3.01K +$2.86K +36 New
CA
319
Clearstead Advisors
Ohio
$2.35K +$2.22K +28 New
PWMG
320
Private Wealth Management Group
New Jersey
$2.26K – – –
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$2.26K – – –
APFP
322
Action Point Financial Planning
Michigan
$2.18K +$2.22K +28 New
IA
323
IFP Advisors
Florida
$2.01K – – –
PTC
324
Private Trust Company
Ohio
$1.76K – – –
SHIM
325
Stone House Investment Management
Pennsylvania
$1.59K – – –
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