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Name Holding Trade Value Shares
Change
Change in
Stake
KA
701
Kozak & Associates
Colorado
$43.2K +$372 +20 +1%
TCOV
702
Trust Company of Vermont
Vermont
$41.9K
MCM
703
MV Capital Management
Maryland
$41.6K +$56 +3 +0.1%
MA
704
MCF Advisors
Kentucky
$39.2K +$8.49K +456 +32%
ACA
705
American Capital Advisory
Idaho
$39K +$3.18K +171 +10%
RFS
706
Richardson Financial Services
Massachusetts
$38K +$34.3K +1,840 New
QC
707
Quent Capital
New York
$37K +$13.5K +726 +68%
SWM
708
Spire Wealth Management
Virginia
$36.2K -$633 -34 -2%
FUBT
709
First United Bank & Trust
Maryland
$36.1K
KFA
710
Kelleher Financial Advisors
New York
$35.8K
S
711
Sachetta
Massachusetts
$35.6K
TWD
712
True Wealth Design
Ohio
$35.5K +$29.6K +1,592 +1,263%
SIM
713
Sentry Investment Management
Wisconsin
$34K
CA
714
Centerpoint Advisors
Massachusetts
$33K
WT
715
Whittier Trust
California
$32.9K
WWM
716
Wolff Wiese Magana
California
$31.8K
BOJHT
717
Bank of Jackson Hole Trust
Wyoming
$31.6K -$3.72K -200 -12%
TF
718
Tompkins Financial
New York
$31.1K
MSFP
719
Mark Sheptoff Financial Planning
Connecticut
$31.1K +$93 +5 +0.3%
ST
720
Smithfield Trust
Pennsylvania
$31K +$27.9K +1,500 New
GA
721
GoalVest Advisory
New York
$30.5K +$27.5K +1,476 New
UCB
722
United Community Bank
South Carolina
$29.6K
AWM
723
Abound Wealth Management
Tennessee
$29.3K
AFG
724
Albion Financial Group
Utah
$28.9K
MPW
725
MASECO Private Wealth
$27.3K +$24.6K +1,322 New