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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
551
Deseret Mutual Benefit Administrators
Utah
$187K +$13.8K +266 +7%
HIA
552
Harbor Investment Advisory
Maryland
$175K +$1.04K +20 +0.5%
UB
553
UMB Bank
Missouri
$166K – – –
TF
554
Tompkins Financial
New York
$163K – – –
VWM
555
Valley Wealth Managers
New Jersey
$154K -$151K -2,910 -47%
EI
556
Ellevest Inc
New York
$150K -$50.6K -972 -23%
FFA
557
Fairfield Financial Advisors
Massachusetts
$149K +$156 +3 +0.1%
QCG
558
Quadrant Capital Group
Ohio
$145K +$13.9K +268 +9%
FPFS
559
First Personal Financial Services
North Carolina
$142K -$2.6K -50 -2%
WFA
560
Wipfli Financial Advisors
Wisconsin
$140K +$156K +2,998 New
SC
561
Stephens Consulting
Michigan
$137K – – –
AIP
562
Ameritas Investment Partners
Nebraska
$133K -$22.1K -425 -13%
LJHT
563
Laurie J. Hall Trustee
$133K -$10.4K -200 -7%
WTC
564
WhitTier Trust Company
Nevada
$130K – – –
TCOV
565
Trust Company of Vermont
Vermont
$122K -$521 -10 -0.4%
BAM
566
Bellevue Asset Management
Washington
$114K – – –
O
567
Ossiam
France
$108K +$120K +2,309 New
EWM
568
Evermay Wealth Management
Virginia
$106K – – –
S
569
SignatureFD
Georgia
$106K +$16.2K +311 +16%
PTC
570
Private Trust Company
Ohio
$102K -$171K -3,290 -60%
ECG
571
Edge Capital Group
Georgia
$102K +$114K +2,192 New
OA
572
Operose Advisors
Wisconsin
$96K – – –
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$92K -$46K -884 -31%
ONST
574
Old North State Trust
North Carolina
$91K +$102K +1,954 New
OLVIG
575
Oliver Lagore Vanvalin Investment Group
Michigan
$88K +$2.65K +51 +3%