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Name Holding Trade Value Shares
Change
Change in
Stake
CH
876
Cromwell Holdings
Wyoming
$59.6K +$1.89K +5 +3%
SMBT
877
Southern Michigan Bank & Trust
Michigan
$59.2K
WT
878
Whittier Trust
California
$59.1K +$3.78K +10 +8%
DMBA
879
Deseret Mutual Benefit Administrators
Utah
$58.8K -$1.89K -5 -3%
HAP
880
Harbor Asset Planning
Massachusetts
$58.8K
TCOT
881
Trust Company of Toledo
Ohio
$57.9K +$31.4K +83 +136%
CT
882
Colonial Trust
South Carolina
$57.5K +$22.3K +59 +70%
ABWM
883
Alpine Bank Wealth Management
Colorado
$56.7K +$53.3K +141 New
OL
884
OneFund LLC
Florida
$55.9K -$1.13K -3 -2%
ITG
885
Index Technologies Group
New York
$55.1K +$51.8K +137 New
EWP
886
Elevation Wealth Partners
California
$52.7K +$43.8K +116 +773%
LAS
887
Lloyd Advisory Services
Georgia
$50.5K +$15.1K +40 +47%
TWD
888
True Wealth Design
Ohio
$49.1K +$9.45K +25 +26%
IFWM
889
Institute for Wealth Management
Colorado
$47.1K +$44.2K +117 New
CSP
890
Cary Street Partners
Virginia
$46.7K -$4.54K -12 -9%
KFAS
891
Keating Financial Advisory Services
Kansas
$45.1K +$18.1K +48 +75%
QC
892
Quent Capital
New York
$44.3K +$378 +1 +0.9%
CA
893
Clearstead Advisors
Ohio
$43.9K +$19.7K +52 +91%
MCM
894
Manchester Capital Management
Vermont
$42.7K
NS
895
NBC Securities
Alabama
$42.7K +$2.27K +6 +6%
RF
896
Robinswood Financial
Washington
$42.5K
UB
897
UMB Bank
Missouri
$41.9K -$1.13K -3 -3%
CPG
898
Cornerstone Planning Group
New Jersey
$41.8K -$5.67K -15 -13%
QWM
899
Quaker Wealth Management
New Jersey
$41K
AUB
900
Atlantic Union Bankshares
Virginia
$40.2K