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Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
Centerpoint Advisors
Massachusetts
$7K +$6.54K +400 New
BTI
927
Blue Trust Inc
Georgia
$6.92K -$25.3K -1,550 -79%
CAIM
928
Catherine Avery Investment Management
Florida
$6.87K
CFM
929
Cornerstone Financial Management
Massachusetts
$6.83K +$6.47K +396 New
EB
930
Eastern Bank
Massachusetts
$6.47K +$98 +6 +2%
NB
931
NBT Bank
New York
$6.42K -$19.5K -1,192 -76%
FMP
932
Financial Management Professionals
Texas
$6.42K +$1.03K +63 +20%
SC
933
Swan Capital
Florida
$6.37K
EF
934
Entrust Financial
Pennsylvania
$6.23K +$5.9K +361 New
T. Rowe Price Investment Management
935
T. Rowe Price Investment Management
Maryland
$6K -$1.52K -93 -22%
CMP
936
Coston McIsaac & Partners
Maine
$6K +$4.58K +280 +230%
M
937
MOTCO
Texas
$5.99K
API
938
Asset Planning Inc
California
$5.95K -$13.1K -801 -70%
GSIAS
939
Garden State Investment Advisory Services
New Jersey
$5.79K +$5.48K +335 New
AFC
940
Ares Financial Consulting
California
$5.71K +$5.41K +331 New
PUI
941
Purpose Unlimited Inc
$5.63K +$5.33K +326 New
GWM
942
Geneos Wealth Management
Colorado
$5.45K
MAM
943
Meeder Asset Management
Ohio
$5.45K +$294 +18 +6%
BWA
944
Basecamp Wealth Advisors
Washington
$5.42K +$5.13K +314 New
RFS
945
Richardson Financial Services
Massachusetts
$5.41K
WA
946
Westfuller Advisors
New York
$5.34K -$2.48K -152 -33%
SIS
947
Strategic Investment Solutions
Illinois
$5.23K
ANBT
948
American National Bank & Trust
Texas
$5.21K +$4.94K +302 New
EP
949
Elkhorn Partners
Nebraska
$5.17K +$4.91K +300 New
EWP
950
Elevation Wealth Partners
California
$4.99K +$3.17K +194 +204%