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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
376
HM Payson & Co
Maine
$57.4K
LTI
377
Laffer Tengler Investments
Tennessee
$55.7K -$288 -8 -0.5%
PA
378
Parallel Advisors
California
$55.3K -$49K -1,364 -48%
MSWM
379
McGlone Suttner Wealth Management
Wisconsin
$54.4K +$53.2K +1,481 New
CTC
380
Central Trust Company
Missouri
$53.5K
MA
381
Montag & Associates
Georgia
$52.2K +$51.1K +1,421 New
ATC
382
Advantage Trust Company
Kansas
$51.4K +$50.3K +1,400 New
SC
383
SouthState Corp
Florida
$51.4K +$50.3K +1,400 New
PTC
384
Private Trust Company
Ohio
$50.9K
GRP
385
Global Retirement Partners
California
$50.2K -$14.4K -400 -23%
CWM
386
Compass Wealth Management
Connecticut
$45.9K
TC
387
Trust Company
Kansas
$45.3K
RA
388
Rational Advisors
New York
$44.2K
EWA
389
EverSource Wealth Advisors
Alabama
$42.6K
FFO
390
Fortitude Family Office
Arizona
$40.7K +$39.8K +1,108 New
HIA
391
Harbor Investment Advisory
Maryland
$36.7K
MA
392
MCF Advisors
Kentucky
$36.7K
HFS
393
HBC Financial Services
Washington
$36K +$35.9K +1,000 New
JWA
394
JFS Wealth Advisors
Pennsylvania
$34.8K +$791 +22 +2%
CCM
395
Chilton Capital Management
Texas
$33K -$6.83K -190 -17%
CFGS
396
Concourse Financial Group Securities
Alabama
$33K
PA
397
PSI Advisors
Florida
$33K +$12.6K +350 +64%
FFA
398
Farther Finance Advisors
California
$30.2K +$4.42K +123 +18%
CAS
399
Coppell Advisory Solutions
Texas
$27.1K +$1.98K +55 +8%
WAG
400
Wiser Advisor Group
Arizona
$26.2K +$25.6K +713 New