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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
Salem Investment Counselors
North Carolina
$15.7K – – –
CTC
502
Central Trust Company
Missouri
$15.3K – – –
CFD
503
Creative Financial Designs
Indiana
$14.9K – – –
JWA
504
JFS Wealth Advisors
Pennsylvania
$14.3K – – –
WTC
505
WhitTier Trust Company
Nevada
$13.2K – – –
OC
506
Oakworth Capital
Alabama
$13K – – –
CFO
507
CVA Family Office
Colorado
$11.7K -$3.43K -46 -22%
OCWP
508
Owl Creek Wealth Partners
Colorado
$10.4K +$1.12K +15 +11%
DWM
509
Dogwood Wealth Management
Kansas
$10.1K -$1.72K -23 -14%
BCM
510
Boreal Capital Management
Florida
$10.1K – – –
FFA
511
Frazier Financial Advisors
Ohio
$9.84K – – –
WETS
512
Wealth Enhancement Trust Services
South Dakota
$9.7K +$9.69K +130 +1,444%
APFP
513
Action Point Financial Planning
Michigan
$9.56K +$10.4K +140 New
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$9.28K – – –
WA
515
WPG Advisers
Maryland
$9K -$3.58K -48 -27%
CT
516
Clearstead Trust
Maine
$8.65K +$9.25K +124 New
SGFG
517
Silver Grove Financial Group
New York
$8.37K +$8.95K +120 New
BW
518
Basepoint Wealth
Iowa
$7.23K +$75 +1 +1%
RWS
519
Retirement Wealth Solutions
Wisconsin
$6.54K -$746 -10 -10%
WT
520
Whittier Trust
California
$6.46K +$6.41K +86 New
BFPW
521
BOK Financial Private Wealth
Colorado
$6.07K +$6.49K +87 New
CA
522
Continuum Advisory
Idaho
$6K +$6.41K +86 New
TM
523
Torren Management
California
$5.95K – – –
AT
524
Arlington Trust
Alabama
$5.93K – – –
BIA
525
Bell Investment Advisors
California
$5.86K -$522 -7 -8%