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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
601
Blue Trust Inc
Georgia
$30K +$29.6K +315 New
CFO
602
CVA Family Office
Colorado
$28K -$15.5K -165 -35%
CT
603
Caldwell Trust
Florida
$27.1K
WT
604
Whittier Trust
California
$27K +$470 +5 +2%
MCM
605
MV Capital Management
Maryland
$27K +$19.6K +208 +234%
PFBT
606
Parkside Financial Bank & Trust
Missouri
$26K -$22.6K -240 -45%
CWM
607
Curi Wealth Management
North Carolina
$26K +$23.5K +250 +595%
AF
608
Allworth Financial
California
$24K -$1.13K -12 -4%
HFM
609
Harvest Fund Management
China
$23K
MA
610
MCF Advisors
Kentucky
$23K
NC
611
NewSquare Capital
Pennsylvania
$23K
CH
612
Canton Hathaway
Rhode Island
$23K +$23.7K +252 New
IBOK
613
Independence Bank of Kentucky
Kentucky
$21K
CFN
614
Cordasco Financial Network
Florida
$20K
SC
615
Stephens Consulting
Michigan
$19K
CHC
616
City Holding Co
West Virginia
$18K
MSFP
617
Mark Sheptoff Financial Planning
Connecticut
$18K
GWS
618
Glassman Wealth Services
Virginia
$18K +$7.71K +82 +68%
CTC
619
Central Trust Company
Missouri
$18K +$9.4K +100 +100%
PCG
620
Private Capital Group
Connecticut
$16K -$2.82K -30 -15%
RTC
621
Riverview Trust Company
Washington
$15K -$3.29K -35 -18%
VVP
622
Venture Visionary Partners
Ohio
$12.6K +$13.1K +139 New
C
623
Covestor
United Kingdom
$12K -$2.16K -23 -15%
ZB
624
Zions Bancorporation
Utah
$12K
CCM
625
Chilton Capital Management
Texas
$12K +$12.1K +129 New