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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
526
Atlantic Union Bankshares
Virginia
$109K -$3.23K -18 -3%
AAG
527
Armstrong Advisory Group
Massachusetts
$104K
SAM
528
Smartleaf Asset Management
Massachusetts
$103K +$28.3K +158 +37%
BL
529
BFSG LLC
California
$101K
ST
530
Smithfield Trust
Pennsylvania
$95K
WTC
531
WhitTier Trust Company
Nevada
$91.8K
FHC
532
First Horizon Corporation
Tennessee
$89.5K
ADL
533
Asset Dedication LLC
California
$88.5K
AF
534
Advisornet Financial
Minnesota
$84.5K
RFP
535
Root Financial Partners
California
$83K -$4.3K -24 -5%
SN
536
Sittner & Nelson
Oregon
$82.7K
CT
537
Caldwell Trust
Florida
$79.8K
BCWM
538
Bartlett & Co Wealth Management
Ohio
$78.4K
PWA
539
Provenance Wealth Advisors
Florida
$78.1K
SFAM
540
Sawyer Falduto Asset Management
Illinois
$78.1K +$80.6K +450 New
TM
541
Torren Management
California
$75.8K +$78.3K +437 New
PCM
542
Penserra Capital Management
California
$73K +$75.4K +421 New
BWA
543
Basecamp Wealth Advisors
Washington
$71.1K +$73.5K +410 New
LC
544
Lavaca Capital
Texas
$69.4K
WSFS
545
Wilmington Savings Fund Society
Delaware
$69.4K
BC
546
Barrett & Company
Rhode Island
$65.1K
VSQM
547
V-Square Quantitative Management
Illinois
$63.7K +$65.8K +367 New
BTI
548
Blue Trust Inc
Georgia
$63.5K
Group One Trading
549
Group One Trading
Illinois
$62.1K -$854K -4,764 -93%
SVCP
550
Silicon Valley Capital Partners
California
$61.8K