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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
851
Venturi Wealth Management
Texas
$25.2K +$1.98K +22 +9%
ST
852
Smithfield Trust
Pennsylvania
$22K
CSC
853
Caldwell Sutter Capital
California
$22K
NF
854
Norwood Financial
Pennsylvania
$22K
PWA
855
Provenance Wealth Advisors
Florida
$21.7K +$19.9K +222 New
FCT
856
First Community Trust
Iowa
$20.5K
TCOV
857
Trust Company of Vermont
Vermont
$19.8K +$1.44K +16 +9%
AIC
858
Archer Investment Corporation
Indiana
$19.4K
HFS
859
HBC Financial Services
Washington
$19K +$17.5K +195 New
ZB
860
Zions Bancorporation
Utah
$18.3K
GKIM
861
GW&K Investment Management
Massachusetts
$18K +$2.16K +24 +15%
CWAF
862
Core Wealth Advisors (Florida)
Florida
$17.9K
GC
863
Gould Capital
Washington
$16.4K
CAC
864
Core Alternative Capital
Georgia
$16.2K -$3.41K -38 -19%
WPA
865
West Paces Advisors
Georgia
$15.9K +$898 +10 +7%
SAM
866
Smartleaf Asset Management
Massachusetts
$15.8K +$14.6K +162 New
AGWCA
867
Annis Gardner Whiting Capital Advisors
Florida
$15.8K
TVAMP
868
Tennessee Valley Asset Management Partners
Tennessee
$14.7K +$13.6K +151 New
IBOK
869
Independence Bank of Kentucky
Kentucky
$14.6K
RFG
870
RFP Financial Group
Georgia
$14.6K +$13.5K +150 New
FFA
871
Frazier Financial Advisors
Ohio
$14.4K +$13.2K +147 New
DCP
872
Distillate Capital Partners
Illinois
$13.8K +$12.7K +141 New
BIA
873
Bell Investment Advisors
California
$12.9K -$90 -1 -0.8%
TSWM
874
Tyler-Stone Wealth Management
Ohio
$12.6K
DIP
875
DT Investment Partners
Pennsylvania
$12.2K