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Name Holding Trade Value Shares
Change
Change in
Stake
IRF
901
IBM Retirement Fund
New York
$440K
WGAM
902
Wilkinson Global Asset Management
New York
$440K
V
903
VeraBank
Texas
$432K
SSW
904
Smith Shellnut Wilson
Mississippi
$431K +$2.74K +9 +0.6%
DT
905
Diversified Trust
Tennessee
$430K -$935K -3,077 -68%
GFS
906
GYL Financial Synergies
Connecticut
$430K +$6.08K +20 +1%
AWM
907
Aberdeen Wealth Management
Illinois
$428K
ADL
908
Asset Dedication LLC
California
$427K +$70.5K +232 +19%
FPCP
909
Fort Point Capital Partners
California
$426K +$441K +1,451 New
FNBT
910
FineMark National Bank & Trust
Florida
$425K -$14.9K -49 -3%
CIC
911
Carnegie Investment Counsel
Ohio
$421K -$109K -359 -20%
TIA
912
Tiemann Investment Advisors
California
$421K -$15.2K -50 -3%
SPC
913
Sigma Planning Corp
Michigan
$420K -$189K -622 -30%
CWP
914
Curated Wealth Partners
California
$419K +$119K +393 +38%
TCOO
915
Trust Company of Oklahoma
Oklahoma
$418K
AWM
916
AllSquare Wealth Management
New York
$416K
AG
917
AlphaSimPlex Group
Massachusetts
$414K +$27.4K +90 +7%
RM
918
Resource Management
Louisiana
$411K -$30.4K -100 -7%
OBGC
919
O'Brien Greene & Co
Pennsylvania
$411K
SOAMC
920
Spirit of America Management Corp
New York
$411K
SMA
921
Sage Mountain Advisors
Georgia
$411K +$426K +1,400 New
TC
922
Toews Corporation
New Jersey
$411K +$426K +1,400 New
SEEDPG
923
S.E.E.D. Planning Group
New York
$403K +$30.1K +99 +8%
PB
924
Pinnacle Bancorp
Nebraska
$401K +$4.25K +14 +1%
BDF
925
Balasa Dinverno & Foltz
$397K +$33.7K +111 +9%