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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
651
Deseret Mutual Benefit Administrators
Utah
$110K
MO
652
McMillan Office
Michigan
$108K +$110K +1,700 New
CTC
653
Central Trust Company
Missouri
$107K
GAM
654
Generali Asset Management
Italy
$99.7K -$970K -14,946 -90%
BTI
655
Blue Trust Inc
Georgia
$97K -$18K -277 -15%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.5K +$16.2K +250 +20%
CYG
657
Clean Yield Group
Vermont
$95.2K
CBT
658
CoreFirst Bank & Trust
Kansas
$95.2K
CA
659
Clearstead Advisors
Ohio
$85.4K +$25.8K +398 +42%
WG
660
Wellington Group
Indiana
$85K +$87K +1,340 New
CG
661
Curat Global
New Hampshire
$82.5K
BWA
662
Basecamp Wealth Advisors
Washington
$80.3K +$82.1K +1,265 New
PB
663
Pinnacle Bancorp
Nebraska
$76.4K -$4.87K -75 -6%
ITIM
664
Indiana Trust & Investment Management
Indiana
$76.2K
GIA
665
GHP Investment Advisors
Colorado
$73K +$389 +6 +0.5%
TFA
666
Transamerica Financial Advisors
Florida
$72.2K -$1.36K -21 -2%
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$71.1K -$11.4K -176 -14%
TPCW
668
TD Private Client Wealth
New York
$69.2K -$300K -4,621 -81%
DMIC
669
Dixon Mitchell Investment Counsel
British Columbia, Canada
$66.6K +$68.1K +1,050 New
A
670
AlphaQuest
New York
$63.6K -$29.6K -456 -31%
SOAMC
671
Spirit of America Management Corp
New York
$63.5K -$422K -6,500 -87%
KSB
672
Kennebec Savings Bank
Maine
$63.5K
RA
673
Ransom Advisory
Rhode Island
$61.8K
AF
674
Allworth Financial
California
$59.5K -$26K -400 -30%
C
675
Covestor
United Kingdom
$53K +$9.21K +142 +21%