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Name Holding Trade Value Shares
Change
Change in
Stake
CB
551
Community Bank
New York
$24K +$25.4K +672 New
Bank of Montreal
552
Bank of Montreal
Ontario, Canada
$23.7K -$3.28M -86,617 -12%
TWA
553
TCI Wealth Advisors
Arizona
$23K -$5.22K -138 -18%
PK
554
Pflug Koory
Nebraska
$23K +$15.8K +418 +194%
PFBT
555
Parkside Financial Bank & Trust
Missouri
$21K +$9.95K +263 +79%
SWM
556
Selective Wealth Management
Virginia
$19K
GM
557
GeoWealth Management
Illinois
$19K +$1.1K +29 +5%
PB
558
Pinnacle Bancorp
Nebraska
$19K +$4.39K +116 +28%
BTI
559
Blue Trust Inc
Georgia
$19K +$7.41K +196 +60%
Capstone Investment Advisors
560
Capstone Investment Advisors
New York
$19K +$20K +529 New
SBL
561
Sargent Bickham Lagudis
Colorado
$18K
ST
562
Smithfield Trust
Pennsylvania
$18K
TFS
563
TrustCore Financial Services
Tennessee
$18K +$1.21K +32 +7%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$18K +$16.2K +427 +547%
CCA
565
Column Capital Advisors
Indiana
$17K
EI
566
Ellevest Inc
New York
$17K +$11.8K +311 +206%
GIA
567
GHP Investment Advisors
Colorado
$16K +$4.92K +130 +42%
HNB
568
Huntington National Bank
Ohio
$15K -$17.4K -461 -52%
SC
569
SouthState Corp
Florida
$13K
SFCL
570
Strengthening Families & Communities LLC
Massachusetts
$13K +$4.27K +113 +44%
RTC
571
Riverview Trust Company
Washington
$13K +$13.4K +354 New
WTA
572
Washington Trust Advisors
Massachusetts
$12K +$6.62K +175 +116%
OLVIG
573
Oliver Lagore Vanvalin Investment Group
Michigan
$11K
GFPC
574
Global Financial Private Client
Florida
$10.6K
CA
575
Crewe Advisors
Utah
$10K +$2.53K +67 +33%