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Name Holding Trade Value Shares
Change
Change in
Stake
SMBT
901
Southern Michigan Bank & Trust
Michigan
$304K -$13K -200 -4%
HTC
902
Haverford Trust Company
Pennsylvania
$301K +$196 +3 +0.1%
TPCW
903
TD Private Client Wealth
New York
$300K -$9.53K -146 -3%
AC
904
AlphaCore Capital
California
$299K +$35.4K +543 +11%
SFG
905
Sovereign Financial Group
Connecticut
$299K +$33.8K +518 +11%
FCFC
906
First Citizens Financial Corp
Iowa
$298K
SCA
907
Snowden Capital Advisors
New York
$296K -$53.8K -824 -13%
FSBI
908
Fearless Solutions (Best Invest)
Texas
$293K
SW
909
Simplicity Wealth
New Jersey
$292K +$343K +5,265 New
CFP
910
Catalyst Financial Partners
Massachusetts
$291K +$43.4K +666 +15%
MIC
911
Means Investment Company
Maine
$289K
DWA
912
Delap Wealth Advisory
Oregon
$287K
LA
913
LexAurum Advisors
Kansas
$287K +$10.2K +156 +3%
HFAS
914
Hummer Financial Advisory Services
Illinois
$286K
CIAS
915
Capital Investment Advisory Services
North Carolina
$284K +$6.52K +100 +2%
SCM
916
Spreng Capital Management
Ohio
$284K
SIC
917
Sigma Investment Counselors
Michigan
$283K
MA
918
MONECO Advisors
Connecticut
$283K +$15.9K +243 +5%
SIC
919
SJS Investment Consulting
Ohio
$282K -$9.79K -150 -3%
UIM
920
USS Investment Management
United Kingdom
$281K -$6.34M -97,176 -95%
JE
921
Jacobs Equity
Utah
$280K +$6.52K +100 +2%
BFM
922
Boothbay Fund Management
New York
$280K +$132K +2,018 +67%
PCM
923
Prelude Capital Management
New York
$280K +$329K +5,040 New
GAM
924
Groupama Asset Management
France
$280K
FPCG
925
Forum Private Client Group
Indiana
$279K +$8.55K +131 +3%