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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
851
Tradewinds Capital Management
Washington
$142K
BTI
852
Blue Trust Inc
Georgia
$138K -$2.78K -23 -2%
CFO
853
CVA Family Office
Colorado
$137K +$23.3K +193 +19%
UCB
854
United Community Bank
South Carolina
$134K -$40.3K -333 -22%
RIL
855
Rothschild Investment LLC
Illinois
$130K +$19.7K +163 +17%
GBT
856
Grove Bank & Trust
Florida
$128K +$846 +7 +0.6%
SIC
857
Salem Investment Counselors
North Carolina
$126K +$132K +1,095 New
FPF
858
First Pacific Financial
Washington
$125K +$2.9K +24 +2%
PTC
859
Private Trust Company
Ohio
$124K -$5.32K -44 -4%
FUBT
860
First United Bank & Trust
Maryland
$122K
TFM
861
TFC Financial Management
Massachusetts
$119K
HPBT
862
Hickory Point Bank & Trust
Illinois
$117K +$122K +1,009 New
AT
863
Avalon Trust
New Mexico
$115K +$14.5K +120 +14%
AF
864
Avanza Fonder
Sweden
$115K +$120K +995 New
EP
865
Essential Partners
California
$114K +$725 +6 +0.6%
SNB
866
Security National Bank
Nebraska
$106K
CT
867
Clearstead Trust
Maine
$102K
HFM
868
Hartford Financial Management
Connecticut
$102K -$36.3K -300 -25%
WSFG
869
Wall Street Financial Group
Illinois
$95.3K +$99.7K +825 New
Loomis, Sayles & Company
870
Loomis, Sayles & Company
Massachusetts
$91.7K +$363 +3 +0.4%
TGY2IT
871
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$90K +$94.2K +779 New
SC
872
Solstein Capital
California
$89.9K
EB
873
Eastern Bank
Massachusetts
$86.6K
AF
874
Advisornet Financial
Minnesota
$83K +$2.06K +17 +2%
3FI
875
3 Factor Indexing
California
$80.7K +$84.5K +699 New