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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1101
Oakworth Capital
Alabama
$85.5K -$2.72K -38 -3%
KFI
1102
Key Financial Inc
Pennsylvania
$84.7K – – –
WT
1103
Washington Trust
Rhode Island
$83.9K -$1.15K -16 -1%
NF
1104
Norwood Financial
Pennsylvania
$83.7K – – –
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$82.1K +$81.2K +1,134 New
PA
1106
PSI Advisors
Florida
$80.1K – – –
RTC
1107
Riverview Trust Company
Washington
$79K +$63.5K +886 +439%
TCWA
1108
Ten Capital Wealth Advisors
Washington
$77.8K -$6.45K -90 -8%
HCM
1109
Hollencrest Capital Management
California
$77.6K +$76.8K +1,072 New
IGWM
1110
ICA Group Wealth Management
Colorado
$77.3K +$76.4K +1,067 New
FFC
1111
First Financial Corp
Indiana
$76.9K – – –
ORAM
1112
One River Asset Management
Connecticut
$76.2K +$75.4K +1,052 New
CAS
1113
Coppell Advisory Solutions
Texas
$76K +$75.2K +1,050 New
CASC
1114
Coppell Advisory Solutions Corp
Texas
$76K +$75.2K +1,050 New
MSCM
1115
McElhenny Sheffield Capital Management
Texas
$75.9K +$75.1K +1,049 New
MPWT
1116
MassMutual Private Wealth & Trust
Connecticut
$72K -$6.59K -92 -8%
DAM
1117
Delta Asset Management
Tennessee
$71.6K +$70.8K +989 New
Loomis, Sayles & Company
1118
Loomis, Sayles & Company
Massachusetts
$71K -$8.24K -115 -10%
GWM
1119
Geneos Wealth Management
Colorado
$69.7K -$240K -3,352 -78%
HWA
1120
HHM Wealth Advisors
Tennessee
$67.2K – – –
BIA
1121
Bell Investment Advisors
California
$66.9K +$26.1K +364 +65%
LS
1122
Leelyn Smith
Illinois
$66.3K +$64.5K +900 +5,625%
WPWM
1123
Western Pacific Wealth Management
Illinois
$66.1K +$23.6K +330 +57%
SC
1124
Sawyer & Company
Massachusetts
$66K -$1.79K -25 -3%
CTA
1125
Colonial Trust Advisors
South Carolina
$65.9K – – –