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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
601
First Horizon Advisors
Tennessee
$40K +$19.5K +1,210 +74%
SQA
602
Simon Quick Advisors
New Jersey
$39K +$322 +20 +0.7%
1W
603
1776 Wealth
Georgia
$38K +$20.5K +1,270 +109%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$37K
VCM
605
Versant Capital Management
Arizona
$37K
CFA
606
Carroll Financial Associates
North Carolina
$35K +$4.67K +290 +14%
VNA
607
Valley National Advisers
Pennsylvania
$34K
MWM
608
MBE Wealth Management
Wisconsin
$33K +$37.5K +2,330 New
CA
609
Clearstead Advisors
Ohio
$32K +$36.2K +2,250 New
WPA
610
West Paces Advisors
Georgia
$31.3K
HDIM
611
Hanson & Doremus Investment Management
Vermont
$31K -$12.4K -770 -27%
KPW
612
Kore Private Wealth
New York
$30K +$2.25K +140 +7%
PMFA
613
Plante Moran Financial Advisors
Michigan
$29K +$33K +2,050 New
IBOK
614
Independence Bank of Kentucky
Kentucky
$28K
SFSIG
615
San Francisco Sentry Investment Group
California
$28K +$9.66K +600 +44%
PFO
616
Pathstone Family Office
New Jersey
$26K
GI
617
Gradient Investments
Minnesota
$25K -$3.22K -200 -10%
BCA
618
Berman Capital Advisors
Georgia
$25K +$14.8K +920 +100%
ZB
619
Zions Bancorporation
Utah
$24K -$2.9K -180 -10%
PA
620
Procyon Advisors
Connecticut
$23K -$805 -50 -3%
ACA
621
Atlas Capital Advisors
Wyoming
$23K -$8.05K -500 -24%
CCM
622
Cribstone Capital Management
Maine
$22K
PFBT
623
Parkside Financial Bank & Trust
Missouri
$21K +$5.48K +340 +30%
JFGIW
624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
PFGIA
625
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$9.5K -590 -32%