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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1201
City State Bank
Iowa
$93.9K
Fidelity International
1202
Fidelity International
Bermuda
$93.4K +$4.24K +63 +5%
GJIA
1203
Glass Jacobson Investment Advisors
Maryland
$93.1K
USB
1204
Union Savings Bank
Connecticut
$91.5K
PGAM
1205
Princeton Global Asset Management
New Jersey
$91.3K -$44.9K -667 -35%
CNBTD
1206
Citizens National Bank Trust Department
Mississippi
$84.1K -$13.5K -200 -15%
FCAS
1207
First Command Advisory Services
Texas
$82.7K -$10.4K -154 -12%
PAM
1208
Paradigm Asset Management
New York
$81.9K
CI
1209
CX Institutional
Indiana
$81K +$74.2K +1,101 New
ANBT
1210
American National Bank & Trust
Texas
$80.6K
GSWM
1211
Golden State Wealth Management
California
$80.5K +$67 +1 +0.1%
IUHSA
1212
Itau Unibanco Holding S.A.
Brazil
$79K -$202 -3 -0.3%
SC
1213
Sawyer & Company
Massachusetts
$78K -$46.9K -696 -40%
BFP
1214
Briaud Financial Planning
Texas
$77K
AW
1215
Avion Wealth
Texas
$71K
RF
1216
Roxbury Financial
New Jersey
$70.6K +$337 +5 +0.5%
BC
1217
Barrett & Company
Rhode Island
$69.7K -$5.05K -75 -7%
NC
1218
North Capital
Utah
$69.7K +$64.1K +951 New
AAG
1219
Armstrong Advisory Group
Massachusetts
$68.3K
ADL
1220
Asset Dedication LLC
California
$68K -$3.57K -53 -5%
MCM
1221
Manchester Capital Management
Vermont
$66K -$7.41K -110 -11%
AWM
1222
Accredited Wealth Management
Kentucky
$66K
PWA
1223
Physician Wealth Advisors
Utah
$64.1K -$23.3K -346 -28%
NC
1224
NewSquare Capital
Pennsylvania
$63.8K +$47.9K +711 +447%
JFGIW
1225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.8K +$49.2K +730 +521%