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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2101
Greenline Wealth Management
Florida
$45.3K +$44.9K +68 New
WB
2102
Webster Bank
Connecticut
$45K +$9.25K +14 +26%
AFG
2103
Albion Financial Group
Utah
$44.4K -$1.98K -3 -4%
AP
2104
Atwood & Palmer
Missouri
$44.4K – – –
CIAS
2105
CBIZ Investment Advisory Services
Ohio
$44.4K -$5.95K -9 -12%
AFC
2106
Ares Financial Consulting
California
$44.4K +$44.3K +67 New
CP
2107
Camelot Portfolios
Ohio
$43.1K +$43K +65 New
HPWM
2108
High Point Wealth Management
New Jersey
$43.1K +$43K +65 New
PSB
2109
Piscataqua Savings Bank
New Hampshire
$43.1K – – –
RWM
2110
RMG Wealth Management
Wisconsin
$41.7K +$19.2K +29 +59%
CTC
2111
Cetera Trust Company
Minnesota
$41.1K – – –
MFT
2112
Moisand Fitzgerald Tamayo
Florida
$39.7K – – –
Loomis, Sayles & Company
2113
Loomis, Sayles & Company
Massachusetts
$39.7K -$1.32K -2 -3%
HHMI
2114
Howard Hughes Medical Institute
Maryland
$39.7K – – –
PCA
2115
PMV Capital Advisers
Texas
$39.7K – – –
DWA
2116
Delos Wealth Advisors
Texas
$39.1K – – –
KG
2117
Kilter Group
New York
$39.1K +$6.61K +10 +20%
FUBT
2118
First United Bank & Trust
Maryland
$38.4K -$6.61K -10 -15%
SC
2119
Steph & Co
Wisconsin
$38.4K +$29.7K +45 +346%
CNBT
2120
Cornerstone National Bank & Trust
Illinois
$37.8K – – –
VWA
2121
VSM Wealth Advisory
Maryland
$37.1K – – –
BSB
2122
Bangor Savings Bank
Maine
$35.8K – – –
CTA
2123
Colonial Trust Advisors
South Carolina
$35.8K – – –
BDPWM
2124
Barnes Dennig Private Wealth Management
Ohio
$35.8K +$12.6K +19 +54%
HNW
2125
High Note Wealth
Minnesota
$35.1K +$11.9K +18 +51%