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Name Holding Trade Value Shares
Change
Change in
Stake
UBP
1251
Union Bancaire Privee
Switzerland
$153K
HHCP
1252
Hilton Head Capital Partners
South Carolina
$150K -$3.28K -38 -2%
TSMHT
1253
Thurston Springer Miller Herd & Titak
Indiana
$147K +$144K +1,670 +729%
RTC
1254
Riverview Trust Company
Washington
$146K
NWMP
1255
Noble Wealth Management PBC
Colorado
$146K
WTA
1256
Washington Trust Advisors
Massachusetts
$137K -$121K -1,400 -44%
AWM
1257
Ameliora Wealth Management
Switzerland
$133K
SMBT
1258
Southern Michigan Bank & Trust
Michigan
$132K -$1.04K -12 -0.7%
MP
1259
McDonald Partners
Ohio
$131K -$66.8K -774 -31%
BL
1260
BFSG LLC
California
$126K +$12K +139 +9%
WCM
1261
Winthrop Capital Management
Indiana
$125K
SWP
1262
Strategic Wealth Partners
Ohio
$124K +$2.94K +34 +2%
CBT
1263
Crews Bank & Trust
Florida
$122K
MWA
1264
Medallion Wealth Advisors
Connecticut
$120K -$22.5K -261 -14%
CTA
1265
Colonial Trust Advisors
South Carolina
$119K +$863 +10 +0.7%
ITIM
1266
Indiana Trust & Investment Management
Indiana
$118K
CCC
1267
Chelsea Counsel Company
California
$117K
TFGT
1268
TS Financial Group (TSFG)
Illinois
$116K +$5.01K +58 +4%
GBT
1269
Grove Bank & Trust
Florida
$114K -$9.06K -105 -7%
AIM
1270
Acropolis Investment Management
Missouri
$114K -$7.77K -90 -6%
RF
1271
Rossby Financial
Florida
$109K -$22.7K -263 -16%
TLA
1272
Tanglewood Legacy Advisors
Texas
$108K
CPG
1273
Cornerstone Planning Group
New Jersey
$107K +$604 +7 +0.6%
SIA
1274
Strategic Investment Advisors
Michigan
$104K +$14.9K +173 +15%
PGAM
1275
Princeton Global Asset Management
New Jersey
$103K +$6.65K +77 +6%