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Name Holding Trade Value Shares
Change
Change in
Stake
PB
851
Pinnacle Bancorp
Nebraska
$49K -$16.1K -151 -23%
AP
852
Atwood & Palmer
Missouri
$49K – – –
PFSC
853
Peoples Financial Services Corp
Pennsylvania
$49K – – –
BAM
854
Barrett Asset Management
New York
$48K – – –
MA
855
MUFG Americas
New York
$48K +$4.25K +40 +9%
MA
856
Montag & Associates
Georgia
$47K – – –
PMFA
857
Plante Moran Financial Advisors
Michigan
$43K -$3.83K -36 -8%
DFCM
858
Dark Forest Capital Management
Puerto Rico
$43K +$46.5K +437 New
AWM
859
AllSquare Wealth Management
New York
$42K -$10.6K -100 -19%
AA
860
Addison Advisors
Vermont
$42K – – –
WT
861
Washington Trust
Rhode Island
$42K – – –
UAML
862
US Asset Management LLC
Pennsylvania
$42K +$44.9K +422 New
RDFA
863
Ritter Daniher Financial Advisory
Ohio
$39K – – –
HIA
864
Harbor Investment Advisory
Maryland
$39K +$5.63K +53 +16%
EW
865
Evoke Wealth
California
$38K – – –
LC
866
Lindbrook Capital
California
$38K +$1.81K +17 +5%
GWMIA
867
Global Wealth Management Investment Advisory
Florida
$34K – – –
SGAM
868
Smith Group Asset Management
Texas
$30K -$4.25K -40 -11%
FHA
869
First Horizon Advisors
Tennessee
$30K +$12K +113 +55%
HF
870
Halpern Financial
Virginia
$29.4K +$31.8K +299 New
LAS
871
Lloyd Advisory Services
Georgia
$29K -$9.67K -91 -23%
AF
872
Advisornet Financial
Minnesota
$28K – – –
GLLW
873
Graves Light Lenhart Wealth
Virginia
$27K – – –
CPC
874
Consolidated Planning Corp
Georgia
$27K +$29.6K +278 New
WT
875
Whittier Trust
California
$26K -$42.5K -400 -61%