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Name Holding Trade Value Shares
Change
Change in
Stake
NF
1101
Norwood Financial
Pennsylvania
$83.7K
CSPIA
1102
Cary Street Partners Investment Advisory
Virginia
$82.1K +$81.2K +1,134 New
PA
1103
PSI Advisors
Florida
$80.1K
RTC
1104
Riverview Trust Company
Washington
$79K +$63.5K +886 +439%
TCWA
1105
Ten Capital Wealth Advisors
Washington
$77.8K -$6.45K -90 -8%
HCM
1106
Hollencrest Capital Management
California
$77.6K +$76.8K +1,072 New
IGWM
1107
ICA Group Wealth Management
Colorado
$77.3K +$76.4K +1,067 New
FFC
1108
First Financial Corp
Indiana
$76.9K
ORAM
1109
One River Asset Management
Connecticut
$76.2K +$75.4K +1,052 New
CAS
1110
Coppell Advisory Solutions
Texas
$76K +$75.2K +1,050 New
CASC
1111
Coppell Advisory Solutions Corp
Texas
$76K +$75.2K +1,050 New
MSCM
1112
McElhenny Sheffield Capital Management
Texas
$75.9K +$75.1K +1,049 New
MPWT
1113
MassMutual Private Wealth & Trust
Connecticut
$72K -$6.59K -92 -8%
DAM
1114
Delta Asset Management
Tennessee
$71.6K +$70.8K +989 New
Loomis, Sayles & Company
1115
Loomis, Sayles & Company
Massachusetts
$71K -$8.24K -115 -10%
GWM
1116
Geneos Wealth Management
Colorado
$69.7K -$240K -3,352 -78%
HWA
1117
HHM Wealth Advisors
Tennessee
$67.2K
BIA
1118
Bell Investment Advisors
California
$66.9K +$26.1K +364 +65%
LS
1119
Leelyn Smith
Illinois
$66.3K +$64.5K +900 +5,625%
WPWM
1120
Western Pacific Wealth Management
Illinois
$66.1K +$23.6K +330 +57%
SC
1121
Sawyer & Company
Massachusetts
$66K -$1.79K -25 -3%
CTA
1122
Colonial Trust Advisors
South Carolina
$65.9K
GFPC
1123
Global Financial Private Client
Florida
$65.7K
MSFP
1124
Mark Sheptoff Financial Planning
Connecticut
$65.1K
ME
1125
McIlrath & Eck
Washington
$64K