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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
801
Toth Financial Advisory
Virginia
$41K -$6.66K -195 -14%
SFFS
802
Stonehage Fleming Financial Services
Jersey
$40.6K -$114K -3,330 -74%
HWA
803
HHM Wealth Advisors
Tennessee
$40.3K -$33.5K -980 -46%
OSNBOA
804
Old Second National Bank of Aurora
Illinois
$38.5K – – –
First Manhattan
805
First Manhattan
New York
$37.3K +$15.2K +444 +70%
WC
806
Westwind Capital
New Mexico
$37K -$341 -10 -0.9%
PFPT
807
Pinnacle Financial Partners (Tennessee)
Tennessee
$36.4K – – –
TCOV
808
Trust Company of Vermont
Vermont
$36.4K – – –
CT
809
Caldwell Trust
Florida
$35.9K -$42.7K -1,250 -55%
CA
810
CoreCap Advisors
Michigan
$35.8K +$35.2K +1,032 New
AWM
811
Accel Wealth Management
Iowa
$35.1K -$3.42K -100 -9%
AW
812
Avion Wealth
Texas
$35K – – –
FMTCOCP
813
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K – – –
NSIM
814
North Star Investment Management
Illinois
$34.7K -$683 -20 -2%
MRCM
815
M&R Capital Management
New Jersey
$34.7K – – –
NIC
816
Northwest Investment Counselors
Oregon
$31.9K – – –
CFO
817
CVA Family Office
Colorado
$30.9K – – –
RFG
818
RFP Financial Group
Georgia
$30.7K +$30.3K +886 New
HWP
819
Highline Wealth Partners
California
$29.5K – – –
JWA
820
JFS Wealth Advisors
Pennsylvania
$29.4K -$16.5K -484 -36%
PMFA
821
Plante Moran Financial Advisors
Michigan
$28.1K +$9.56K +280 +53%
EWM
822
Evermay Wealth Management
Virginia
$27.8K +$27.3K +800 New
TCA
823
Trifecta Capital Advisors
Illinois
$27.8K +$27.3K +800 New
GI
824
Gradient Investments
Minnesota
$26.4K -$2.05K -60 -7%
DF
825
DecisionPoint Financial
Arizona
$26K +$25.6K +750 New