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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
376
City State Bank
Iowa
$3.6K
SS
377
SBI Securities
Japan
$3.43K +$2.05K +38 +181%
SC
378
SouthState Corp
Florida
$3.2K -$270 -5 -8%
MCM
379
MV Capital Management
Maryland
$3.2K
BONH
380
Bank of New Hampshire
New Hampshire
$3.2K
RFP
381
Root Financial Partners
California
$3.08K +$2.86K +53 New
TCOV
382
Trust Company of Vermont
Vermont
$2.91K
MA
383
MCF Advisors
Kentucky
$2.67K
B
384
Birchbrook
Maine
$2.56K
PWA
385
Physician Wealth Advisors
Utah
$2.5K
CFO
386
CVA Family Office
Colorado
$2.44K
LCM
387
Logan Capital Management
Pennsylvania
$2.33K
BFS
388
Bare Financial Services
Pennsylvania
$2.21K
EAM
389
Eukles Asset Management
Ohio
$2.21K
GRP
390
Global Retirement Partners
California
$2.04K
HHGA
391
Halbert Hargrove Global Advisors
California
$2.04K +$1.89K +35 New
AW
392
Avion Wealth
Texas
$2K -$701 -13 -20%
CI
393
CX Institutional
Indiana
$2K +$1.62K +30 New
PWMG
394
Prestige Wealth Management Group
New Jersey
$1.98K
S
395
Sachetta
Massachusetts
$1.98K
HFS
396
Hughes Financial Services
Virginia
$1.81K
GFWA
397
Grey Fox Wealth Advisors
Delaware
$1.74K +$1.62K +30 New
LI
398
LRI Investments
Florida
$1.67K
BTI
399
Blue Trust Inc
Georgia
$1.63K
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.51K +$1.4K +26 New