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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
251
Brown Brothers Harriman & Co
New York
$22K +$19.6K +691 +483%
TPWA
252
Twin Peaks Wealth Advisors
California
$21.9K +$23.5K +830 New
PTC
253
Private Trust Company
Ohio
$21.8K +$16.6K +587 +246%
HI
254
Harbour Investments
Wisconsin
$21K +$9.37K +331 +71%
KFAS
255
Keating Financial Advisory Services
Kansas
$17.5K
FFO
256
Fortitude Family Office
Arizona
$17.4K
WA
257
WPG Advisers
Maryland
$17.4K -$8.91K -315 -32%
SWP
258
Strategic Wealth Partners
Ohio
$17K
ITIM
259
Indiana Trust & Investment Management
Indiana
$16.1K
NSIM
260
North Star Investment Management
Illinois
$14.9K +$651 +23 +4%
TWD
261
True Wealth Design
Ohio
$14.6K +$9.65K +341 +162%
CA
262
Clearstead Advisors
Ohio
$14.2K
MIM
263
MTM Investment Management
South Carolina
$14.2K
PMFA
264
Plante Moran Financial Advisors
Michigan
$14.2K
MA
265
Montag & Associates
Georgia
$13.5K
PB
266
Pinnacle Bancorp
Nebraska
$12.5K
UB
267
UMB Bank
Missouri
$12.1K
AA
268
Ancora Advisors
Ohio
$12K +$11.9K +420 +1,200%
ACM
269
Anfield Capital Management
California
$11.8K +$12.6K +447 New
CCWM
270
Cassaday & Co Wealth Management
Virginia
$11.7K +$12.5K +442 New
MG
271
Mather Group
Illinois
$11.7K +$12.5K +442 New
MGI
272
Miller Global Investments
Texas
$11.1K
AWA
273
Acumen Wealth Advisors
Tennessee
$10.3K +$11K +390 New
SL
274
Salomon & Ludwin
Virginia
$10.2K -$2.12K -75 -16%
M
275
MOTCO
Texas
$8.99K