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Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
2226
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K +$5.04K +41 +5%
MCA
2227
Maryland Capital Advisors
Maryland
$99K – – –
Itau Unibanco Holding S.A.
2228
Itau Unibanco Holding S.A.
Brazil
$98.8K +$99.1K +806 New
TF
2229
TimeScale Financial
Massachusetts
$98.8K -$13.6K -111 -12%
MFT
2230
Moisand Fitzgerald Tamayo
Florida
$98.2K +$24.6K +200 +33%
PCC
2231
Park Circle Company
Maryland
$98.1K – – –
RFA
2232
Resurgent Financial Advisors
Georgia
$97K -$59K -480 -38%
PCTC
2233
Perkins Coie Trust Company
Washington
$95.3K – – –
JWA
2234
JFS Wealth Advisors
Pennsylvania
$94.3K +$4.92K +40 +5%
CA
2235
Centerpoint Advisors
Massachusetts
$93K +$738 +6 +0.8%
DF
2236
DecisionPoint Financial
Arizona
$92.2K +$10.4K +85 +13%
GC
2237
Gould Capital
Washington
$89K – – –
PPWM
2238
PFG Private Wealth Management
Florida
$87.1K -$5.41K -44 -6%
RFA
2239
Register Financial Advisors
Georgia
$85.8K – – –
SOAMC
2240
Spirit of America Management Corp
New York
$85.8K – – –
GCGDR
2241
Geo Capital Gestora de Recursos
Brazil
$85K -$23.4K -190 -21%
WWP
2242
WR Wealth Planners
Missouri
$85K +$54.6K +444 +178%
FMP
2243
Financial Management Professionals
Texas
$84K +$38.7K +315 +84%
LF
2244
Lee Financial
Texas
$82.6K -$36K -293 -30%
TIM
2245
Tortoise Investment Management
New York
$81.7K +$492 +4 +0.6%
CCA
2246
Column Capital Advisors
Indiana
$79.2K -$13.4K -109 -14%
EWP
2247
Elevation Wealth Partners
California
$76.6K +$76.7K +624 New
SWA
2248
Sutton Wealth Advisors
Florida
$76.2K -$246K -2,003 -76%
CIA
2249
Cascade Investment Advisors
Oregon
$75.4K +$75.6K +615 New
BWAM
2250
Boyd Watterson Asset Management
Ohio
$74.6K – – –