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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
401
Transamerica Financial Advisors
Florida
$892 +$966 +53 New
WT
402
Whittier Trust
California
$885
AIM
403
Anchor Investment Management
South Carolina
$842
HWA
404
HHM Wealth Advisors
Tennessee
$842
SIC
405
SJS Investment Consulting
Ohio
$775 -$109 -6 -12%
VWM
406
Vermillion Wealth Management
Minnesota
$774
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$690 -$292 -16 -28%
QC
408
Quent Capital
New York
$690 +$747 +41 New
MCM
409
Manchester Capital Management
Vermont
$674
ME
410
McIlrath & Eck
Washington
$656
HRC
411
Hoertkorn Richard Charles
$640
PWA
412
Physician Wealth Advisors
Utah
$590
SIS
413
Sound Income Strategies
Florida
$543
QWM
414
Quaker Wealth Management
New Jersey
$505
CH
415
Cromwell Holdings
Wyoming
$472
SC
416
SouthState Corp
Florida
$421 -$91 -5 -17%
BIA
417
Bell Investment Advisors
California
$421
KSWA
418
Kathleen S. Wright Associates
Pennsylvania
$421
PMFA
419
Plante Moran Financial Advisors
Michigan
$404
Kayne Anderson Rudnick Investment Management
420
Kayne Anderson Rudnick Investment Management
California
$387
HIA
421
HFM Investment Advisors
New Jersey
$337 -$36 -2 -9%
BHWM
422
Bay Harbor Wealth Management
Maryland
$336 +$36 +2 +11%
BCM
423
Boreal Capital Management
Florida
$320
ACA
424
American Capital Advisory
Idaho
$253 -$200 -11 -42%
TIM
425
Tortoise Investment Management
New York
$252