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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$43.6K +$2.63K +141 +7%
KA
702
Kozak & Associates
Colorado
$43.2K +$372 +20 +1%
TCOV
703
Trust Company of Vermont
Vermont
$41.9K – – –
MCM
704
MV Capital Management
Maryland
$41.6K +$56 +3 +0.1%
MA
705
MCF Advisors
Kentucky
$39.2K +$8.49K +456 +32%
ACA
706
American Capital Advisory
Idaho
$39K +$3.18K +171 +10%
RFS
707
Richardson Financial Services
Massachusetts
$38K +$34.3K +1,840 New
QC
708
Quent Capital
New York
$37K +$13.5K +726 +68%
SWM
709
Spire Wealth Management
Virginia
$36.2K -$633 -34 -2%
FUBT
710
First United Bank & Trust
Maryland
$36.1K – – –
KFA
711
Kelleher Financial Advisors
New York
$35.8K – – –
S
712
Sachetta
Massachusetts
$35.6K – – –
TWD
713
True Wealth Design
Ohio
$35.5K +$29.6K +1,592 +1,263%
SIM
714
Sentry Investment Management
Wisconsin
$34K – – –
CA
715
Centerpoint Advisors
Massachusetts
$33K – – –
WT
716
Whittier Trust
California
$32.9K – – –
WWM
717
Wolff Wiese Magana
California
$31.8K – – –
BOJHT
718
Bank of Jackson Hole Trust
Wyoming
$31.6K -$3.72K -200 -12%
TF
719
Tompkins Financial
New York
$31.1K – – –
MSFP
720
Mark Sheptoff Financial Planning
Connecticut
$31.1K +$93 +5 +0.3%
ST
721
Smithfield Trust
Pennsylvania
$31K +$27.9K +1,500 New
GA
722
GoalVest Advisory
New York
$30.5K +$27.5K +1,476 New
UCB
723
United Community Bank
South Carolina
$29.6K – – –
AWM
724
Abound Wealth Management
Tennessee
$29.3K – – –
AFG
725
Albion Financial Group
Utah
$28.9K – – –