Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Private Trust Company
Ohio
$636 – – –
DMBA
402
Deseret Mutual Benefit Administrators
Utah
$623 – – –
VWA
403
Valued Wealth Advisors
Utah
$597 – – –
SIC
404
SJS Investment Consulting
Ohio
$597 +$581 +45 New
RS
405
Rakuten Securities
Japan
$596 -$646 -50 -53%
CTB
406
Country Trust Bank
Illinois
$530 – – –
SC
407
SouthState Corp
Florida
$464 -$620 -48 -58%
CH
408
Cromwell Holdings
Wyoming
$451 – – –
OIA
409
Optimum Investment Advisors
Illinois
$451 – – –
HIA
410
HFM Investment Advisors
New Jersey
$384 +$194 +15 +107%
BI
411
Binnacle Investments
Iowa
$384 +$375 +29 New
HI
412
Harbour Investments
Wisconsin
$371 – – –
SIS
413
Sound Income Strategies
Florida
$355 +$349 +27 New
PFBT
414
Parkside Financial Bank & Trust
Missouri
$346 – – –
BHWM
415
Bay Harbor Wealth Management
Maryland
$304 +$168 +13 +130%
HIA
416
Harbor Investment Advisory
Maryland
$265 – – –
QWM
417
Quaker Wealth Management
New Jersey
$252 – – –
MCM
418
MV Capital Management
Maryland
$199 -$142 -11 -42%
PWA
419
Principia Wealth Advisory
Texas
$146 -$233 -18 -62%
ACA
420
American Capital Advisory
Idaho
$146 -$65 -5 -31%
SHIM
421
Stone House Investment Management
Pennsylvania
$119 – – –
EWM
422
Evermay Wealth Management
Virginia
$106 – – –
GRP
423
Global Retirement Partners
California
$106 +$39 +3 +60%
GEA
424
Glen Eagle Advisors
New Jersey
$97 – – –
AF
425
Advisornet Financial
Minnesota
$53 – – –