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Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Montag & Associates
Georgia
$73.2K
ATC
502
Advantage Trust Company
Kansas
$72.1K
AT
503
Avalon Trust
New Mexico
$71.4K
MIM
504
Merewether Investment Management
Texas
$71.1K +$16.8M +329,802 New
SWP
505
Strategic Wealth Partners
Ohio
$68.1K +$67.2K +1,322 New
GAM
506
Generali Asset Management
Italy
$65.6K
CFD
507
Creative Financial Designs
Indiana
$64.9K
FHA
508
First Horizon Advisors
Tennessee
$64.3K
APW
509
Aventura Private Wealth
Florida
$64K
TC
510
Trust Company
Kansas
$63.6K
HWA
511
Heritage Wealth Advisors
Virginia
$61.9K +$7.93K +156 +15%
GWM
512
Geneos Wealth Management
Colorado
$58.5K -$57.7K -1,135 -50%
SOW
513
State of Wyoming
Wyoming
$57.3K -$440K -8,658 -89%
TCM
514
Traub Capital Management
Massachusetts
$56.7K +$55.9K +1,100 New
FFO
515
Fortitude Family Office
Arizona
$52K
APW
516
Atlantic Private Wealth
North Carolina
$51.5K
CPBTD
517
Central Pacific Bank - Trust Division
Hawaii
$51.5K
HIA
518
Harbor Investment Advisory
Maryland
$51.5K
MA
519
MCF Advisors
Kentucky
$51.5K
WOSD
520
WFA of San Diego
California
$51.5K +$50.8K +1,000 New
VWA
521
VSM Wealth Advisory
Maryland
$50.9K +$16.5K +325 +49%
MWM
522
MorganRosel Wealth Management
Colorado
$46.4K
EWA
523
EverSource Wealth Advisors
Alabama
$45.3K +$51 +1 +0.1%
CCM
524
Chilton Capital Management
Texas
$43.5K -$2.79K -55 -6%
TCOT
525
Trust Company of Toledo
Ohio
$38.6K +$38.1K +750 New