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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Evermay Wealth Management
Virginia
$69.3K +$15K +200 +25%
RA
702
Ransom Advisory
Rhode Island
$67.7K – – –
USB
703
Union Savings Bank
Connecticut
$67.4K – – –
IIM
704
Intact Investment Management
Quebec, Canada
$64K – – –
SPF
705
South Plains Financial
Texas
$60.5K -$7.48K -100 -10%
WF
706
Wayfinding Financial
Washington
$56K +$60.5K +809 New
ST
707
Smithfield Trust
Pennsylvania
$55K – – –
BAM
708
Bellevue Asset Management
Washington
$53.8K – – –
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$53.7K +$5.16K +69 +10%
CTC
710
Central Trust Company
Missouri
$51.7K – – –
PMFA
711
Plante Moran Financial Advisors
Michigan
$50.5K -$24.8K -332 -31%
AF
712
Allworth Financial
California
$50.2K -$5.16K -69 -8%
HWM
713
Hemington Wealth Management
Virginia
$50K +$3.44K +46 +7%
SHIM
714
Stone House Investment Management
Pennsylvania
$49.6K +$53.4K +714 New
GAG
715
Goodman Advisory Group
Massachusetts
$49.6K +$53.4K +713 New
CH
716
Cromwell Holdings
Wyoming
$49K +$898 +12 +2%
Walleye Trading
717
Walleye Trading
New York
$47.8K -$237K -3,171 -82%
PPC
718
Park Place Capital
Alabama
$47.7K -$1.42K -19 -3%
BGAI
719
Bruce G. Allen Investments
Colorado
$47.4K -$1.27K -17 -2%
CA
720
Clearstead Advisors
Ohio
$47K -$9.8K -131 -16%
TCOV
721
Trust Company of Vermont
Vermont
$45.2K -$176K -2,350 -78%
LB
722
Legacy Bridge
Iowa
$45.2K – – –
FFO
723
Fortitude Family Office
Arizona
$42.8K – – –
VIS
724
Vega Investment Solutions
France
$42.4K +$45.6K +609 New
FP
725
Financial Perspectives
Minnesota
$40.3K – – –