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Name Holding Trade Value Shares
Change
Change in
Stake
WAU
576
Wellington-Altus USA
Manitoba, Canada
$61.2K – – –
MMG
577
Monetary Management Group
Missouri
$59.3K – – –
SNB
578
Security National Bank
Nebraska
$54.4K – – –
OCWP
579
Owl Creek Wealth Partners
Colorado
$52.4K +$1.01K +5 +2%
SIC
580
SJS Investment Consulting
Ohio
$51.4K -$11.9K -59 -18%
KFI
581
Key Financial Inc
Pennsylvania
$51K – – –
MIM
582
MTM Investment Management
South Carolina
$49K – – –
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$48.3K +$809 +4 +2%
CIA
584
Cape Investment Advisory
Georgia
$48.1K +$49.1K +243 New
MWPCG
585
Measured Wealth Private Client Group
New Hampshire
$47.1K – – –
PFBT
586
Parkside Financial Bank & Trust
Missouri
$43.5K +$4.65K +23 +12%
WA
587
Whipplewood Advisors
Colorado
$43.1K -$2.02K -10 -4%
TFA
588
Transamerica Financial Advisors
Florida
$43K +$17K +84 +63%
FFO
589
Fortitude Family Office
Arizona
$42.7K +$33.4K +165 +324%
RWM
590
Rialto Wealth Management
New York
$42.3K -$1.42K -7 -3%
CFO
591
CVA Family Office
Colorado
$41.5K -$3.03K -15 -7%
EF
592
Entrust Financial
Pennsylvania
$41.4K – – –
TCM
593
Triumph Capital Management
Colorado
$41.1K – – –
EB
594
Eastern Bank
Massachusetts
$39.6K – – –
WSFS
595
Wilmington Savings Fund Society
Delaware
$39.6K – – –
Nomura Asset Management
596
Nomura Asset Management
Japan
$38K -$25.9K -128 -40%
NB
597
NBT Bank
New York
$36.6K -$404 -2 -1%
TPCW
598
TD Private Client Wealth
New York
$36.4K +$20.4K +101 +122%
B
599
Bayban
Minnesota
$35.4K – – –
FGC
600
Financial Gravity Companies
Texas
$34K +$34.8K +172 New