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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1376
Plante Moran Financial Advisors
Michigan
$62.9K +$11.1K +54 +21%
OP
1377
ORG Partners
Indiana
$62.7K -$31.3K -152 -33%
HWM
1378
HighMark Wealth Management
Minnesota
$62K – – –
STB
1379
S&T Bank
Pennsylvania
$61.5K – – –
SouthState Corp
1380
SouthState Corp
Florida
$60.7K -$29K -141 -32%
CCC
1381
Chelsea Counsel Company
California
$60.5K – – –
GPI
1382
General Partner Inc
Pennsylvania
$60.1K – – –
WB
1383
Webster Bank
Connecticut
$59.9K -$6.38K -31 -9%
DF
1384
Dunhill Financial
United Kingdom
$58.3K -$411 -2 -0.7%
TCA
1385
Trifecta Capital Advisors
Illinois
$58.2K – – –
RA
1386
Rise Advisors
New York
$58K +$1.44K +7 +2%
PCTC
1387
Perkins Coie Trust Company
Washington
$57.6K – – –
M
1388
MOTCO
Texas
$57.2K -$23.4K -114 -29%
PWA
1389
Physician Wealth Advisors
Utah
$55.4K +$411 +2 +0.7%
CPG
1390
Cornerstone Planning Group
New Jersey
$54.2K +$1.85K +9 +3%
SVWA
1391
Sarver Vrooman Wealth Advisors
Missouri
$54.2K – – –
PWMA
1392
Pension & Wealth Management Advisors
Massachusetts
$53.2K – – –
EWP
1393
Elevation Wealth Partners
California
$51.9K +$4.32K +21 +9%
CoreCap Advisors
1394
CoreCap Advisors
Michigan
$51.4K -$9.46K -46 -15%
FFO
1395
Fortitude Family Office
Arizona
$51K – – –
AA
1396
Addison Advisors
Vermont
$50.6K -$26.7K -130 -34%
TF
1397
Tompkins Financial
New York
$50.2K -$52K -253 -50%
WIM
1398
Westside Investment Management
California
$49.9K +$22.4K +109 +78%
GW&K Investment Management
1399
GW&K Investment Management
Massachusetts
$48K -$7.82K -38 -14%
NRG
1400
Nemes Rush Group
Michigan
$47.3K +$206 +1 +0.4%