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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Cascade Investment Advisors
Oregon
$57.9K
LIM
352
Longfellow Investment Management
Massachusetts
$55K
WT
353
Whittier Trust
California
$54K
UB
354
UMB Bank
Missouri
$54K +$55.7K +933 New
FWM
355
Focused Wealth Management
New York
$53K
FCA
356
FinTrust Capital Advisors
South Carolina
$50K -$116K -1,946 -69%
DI
357
Disciplined Investments
Oklahoma
$49K
FRA
358
Front Row Advisors
California
$47K -$597 -10 -1%
PA
359
PSI Advisors
Florida
$44K -$29.2K -489 -39%
PA
360
Parallel Advisors
California
$44K +$18.3K +307 +68%
PK
361
Pflug Koory
Nebraska
$40K -$5.97K -100 -13%
RIA
362
Richwood Investment Advisors
Ohio
$39K +$40K +670 New
SWA
363
SOA Wealth Advisors
New York
$36K +$299 +5 +0.8%
HPC
364
HM Payson & Co
Maine
$35K
CWC
365
Carolinas Wealth Consulting
North Carolina
$35K +$179 +3 +0.5%
PFGIA
366
Patriot Financial Group Insurance Agency
Massachusetts
$34K
APF
367
Alaska Permanent Fund
Alaska
$34K +$35.7K +598 New
GLLW
368
Graves Light Lenhart Wealth
Virginia
$29K
MA
369
MUFG Americas
New York
$29K
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$27K +$27.6K +462 New
CWM
371
Cranbrook Wealth Management
Michigan
$26K
AssetMark Inc
372
AssetMark Inc
California
$25K +$5.62K +94 +27%
BFC
373
Bedel Financial Consulting
Indiana
$23K
CA
374
Clearstead Advisors
Ohio
$22K
RTC
375
Riverview Trust Company
Washington
$22K