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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1001
SouthState Corp
Florida
$194K -$3.43K -48 -2%
SIM
1002
Sentry Investment Management
Wisconsin
$193K -$40.2K -563 -17%
MCM
1003
MV Capital Management
Maryland
$188K -$143 -2 -0.1%
CB
1004
Community Bank
New York
$185K
UFF
1005
USA Financial Formulas
Michigan
$183K +$186K +2,602 New
USB
1006
Union Savings Bank
Connecticut
$182K
CT
1007
Caldwell Trust
Florida
$182K -$2.21K -31 -1%
TCOV
1008
Trust Company of Vermont
Vermont
$179K +$5.07K +71 +3%
AT
1009
Arlington Trust
Alabama
$178K
AFWM
1010
Abich Financial Wealth Management
Virginia
$175K +$177K +2,475 +16,500%
BEI
1011
Benjamin Edwards Inc
Missouri
$170K +$3.57K +50 +2%
SS
1012
Sunbelt Securities
Texas
$166K -$71 -1 -0%
IBOK
1013
Independence Bank of Kentucky
Kentucky
$165K
ZB
1014
Zions Bancorporation
Utah
$165K -$40.1K -561 -19%
SIC
1015
Salem Investment Counselors
North Carolina
$165K
RFS
1016
Richardson Financial Services
Massachusetts
$162K -$75.1K -1,052 -31%
OA
1017
Operose Advisors
Wisconsin
$160K
GEA
1018
Glen Eagle Advisors
New Jersey
$160K -$26.6K -372 -14%
SWM
1019
Sugarloaf Wealth Management
Georgia
$156K
MPWT
1020
MassMutual Private Wealth & Trust
Connecticut
$153K +$25.9K +363 +20%
GITFIT
1021
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$147K +$14.3K +200 +11%
HGERS
1022
Householder Group Estate & Retirement Specialist
Arizona
$147K +$13.8K +193 +10%
CFO
1023
CVA Family Office
Colorado
$147K +$3.71K +52 +3%
QL
1024
Quarry LP
New York
$147K +$90.7K +1,270 +155%
HPC
1025
HM Payson & Co
Maine
$145K +$21.4K +300 +17%