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Name Holding Trade Value Shares
Change
Change in
Stake
FLP
501
Financial Life Planners
Arizona
$178 +$139 +29 New
CB
502
CNB Bank
Pennsylvania
$177 +$139 +29 New
TLCM
503
Twin Lakes Capital Management
California
$173
CVM
504
Cheviot Value Management
California
$161
IA
505
IFS Advisors
Kansas
$159
HWM
506
HighMark Wealth Management
Minnesota
$153
MSWA
507
Marshall & Sterling Wealth Advisors
New York
$147
SFCL
508
Strengthening Families & Communities LLC
Massachusetts
$146 +$115 +24 New
CPG
509
Cornerstone Planning Group
New Jersey
$145
WT
510
Whittier Trust
California
$138
AWM
511
AllSquare Wealth Management
New York
$129
PGAM
512
Princeton Global Asset Management
New Jersey
$129
AUB
513
Atlantic Union Bankshares
Virginia
$128
TCM
514
Tradewinds Capital Management
Washington
$111
TH
515
TCTC Holdings
Texas
$104
MG
516
Mather Group
Illinois
$104 +$82 +17 New
FGA
517
Fortis Group Advisors
New Jersey
$98
KFI
518
Key Financial Inc
Pennsylvania
$97
TCM
519
TD Capital Management
Tennessee
$77
MFT
520
Moisand Fitzgerald Tamayo
Florida
$74
FLFS
521
Family Legacy Financial Solutions
North Carolina
$73
BFS
522
Burkett Financial Services
South Carolina
$70 -$398 -83 -88%
TWD
523
True Wealth Design
Ohio
$68 -$82 -17 -61%
TCOT
524
Trust Company of Toledo
Ohio
$67
CS
525
Clear Street
New York
$67 +$53 +11 New