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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1501
Plante Moran Financial Advisors
Michigan
$174K -$16.8K -124 -10%
HWP
1502
Highline Wealth Partners
California
$170K +$29.6K +218 +24%
KB
1503
Kimelman & Baird
New York
$167K -$50.8K -375 -25%
OSNBOA
1504
Old Second National Bank of Aurora
Illinois
$165K
GSWM
1505
Golden State Wealth Management
California
$164K +$56.9K +420 +61%
EPAM
1506
Evelyn Partners Asset Management
$162K +$147K +1,087 New
SWIM
1507
Smallwood Wealth Investment Management
New Jersey
$158K -$13.6K -100 -9%
EFMH
1508
E Fund Management (HK)
Hong Kong
$157K +$75.4K +556 +111%
MSG
1509
Main Street Group
Virginia
$156K -$407 -3 -0.3%
AW
1510
Avion Wealth
Texas
$156K
EWM
1511
Evermay Wealth Management
Virginia
$154K
MIM
1512
MTM Investment Management
South Carolina
$152K
TCOV
1513
Trust Company of Vermont
Vermont
$151K
PWA
1514
Physician Wealth Advisors
Utah
$149K -$10.4K -77 -7%
FMTCOCP
1515
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$149K
CBT
1516
Crews Bank & Trust
Florida
$149K
HWA
1517
HHM Wealth Advisors
Tennessee
$148K -$39.5K -291 -23%
CI
1518
CX Institutional
Indiana
$140K
CCM
1519
Cloud Capital Management
Washington
$138K +$126K +932 New
CSPIA
1520
Cary Street Partners Investment Advisory
Virginia
$137K +$62.8K +463 +102%
BCM
1521
Boreal Capital Management
Florida
$133K -$33.4K -246 -22%
MG
1522
Mather Group
Illinois
$133K +$121K +893 New
OCM
1523
Orion Capital Management
California
$133K
Simplex Trading
1524
Simplex Trading
Illinois
$132K +$121K +894 New
FNWA
1525
Financial Network Wealth Advisors
Utah
$131K -$12.9K -95 -10%