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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1851
SouthState Corp
Florida
$112K +$3.39K +80 +3%
RTC
1852
Riverview Trust Company
Washington
$111K – – –
SWA
1853
Sutton Wealth Advisors
Florida
$109K – – –
EL
1854
EMFO LLC
Florida
$109K – – –
BWAM
1855
Boyd Watterson Asset Management
Ohio
$108K -$10.6K -250 -8%
BIA
1856
Bell Investment Advisors
California
$107K -$5.09K -120 -4%
HL
1857
HeadInvest LLC
Maine
$106K +$119K +2,800 New
C
1858
Covestor
United Kingdom
$105K +$12.3K +290 +12%
WBC
1859
West Branch Capital
Massachusetts
$105K – – –
MCM
1860
Manchester Capital Management
Vermont
$103K +$424 +10 +0.4%
BC
1861
Bartlett & Co
Ohio
$102K – – –
BCWM
1862
Bartlett & Co Wealth Management
Ohio
$102K – – –
USB
1863
Union Savings Bank
Connecticut
$100K – – –
NIMI
1864
Natixis Investment Managers International
France
$98.6K -$7.21K -170 -6%
OA
1865
Operose Advisors
Wisconsin
$98.6K +$38.2K +900 +53%
TSWM
1866
Tyler-Stone Wealth Management
Ohio
$97K -$29.7K -700 -21%
AA
1867
Addison Advisors
Vermont
$96.6K +$47.5K +1,120 +78%
FMP
1868
Financial Management Professionals
Texas
$96K -$39.8K -940 -27%
HCM
1869
Highlander Capital Management
New Jersey
$94K – – –
TSW
1870
Thompson Siegel & Walmsley
Virginia
$94K – – –
HBW
1871
Hazlett, Burt & Watson
West Virginia
$94K +$2.12K +50 +2%
PMFA
1872
Plante Moran Financial Advisors
Michigan
$92.5K +$14.8K +350 +17%
GM
1873
GeoWealth Management
Illinois
$89K +$98.8K +2,330 +5,825%
VCM
1874
Versant Capital Management
Arizona
$83.8K -$848 -20 -0.9%
Jones Financial Companies
1875
Jones Financial Companies
Missouri
$81.6K -$9.75K -230 -10%