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Name Holding Trade Value Shares
Change 		Change in
Stake
C
1126
Covestor
United Kingdom
$184K -$583K -909 -79%
CF
1127
Centaurus Financial
California
$182K +$153K +238 New
CSP
1128
Cary Street Partners
Virginia
$178K +$149K +232 New
AC
1129
AlphaCore Capital
California
$172K +$144K +224 New
CTC
1130
Central Trust Company
Missouri
$165K -$55.2K -86 -29%
PSFG
1131
Park Square Financial Group
Georgia
$161K -$24.4K -38 -15%
CHC
1132
City Holding Co
West Virginia
$161K +$121K +189 +900%
CFD
1133
Creative Financial Designs
Indiana
$158K -$2.57K -4 -2%
GCM
1134
Gables Capital Management
Florida
$157K -$417K -650 -76%
SC
1135
SouthState Corp
Florida
$157K +$85.4K +133 +187%
FF
1136
Finley Financial
Nevada
$149K – – –
BIA
1137
Bell Investment Advisors
California
$141K +$3.21K +5 +3%
ME
1138
McIlrath & Eck
Washington
$136K – – –
AUB
1139
Atlantic Union Bankshares
Virginia
$127K +$107K +166 New
PTC
1140
Private Trust Company
Ohio
$127K -$31.4K -49 -23%
VSQM
1141
V-Square Quantitative Management
Illinois
$124K -$16K -25 -13%
GSWM
1142
Golden State Wealth Management
California
$118K – – –
FFWM
1143
Future Financial Wealth Management
Ohio
$115K – – –
PWAM
1144
Private Wealth Asset Management
Iowa
$114K -$3.85K -6 -4%
RIL
1145
Rothschild Investment LLC
Illinois
$113K +$14.8K +23 +19%
WTA
1146
Washington Trust Advisors
Massachusetts
$105K -$19.3K -30 -18%
RFG
1147
REAP Financial Group
Texas
$104K +$55.2K +86 +172%
TH
1148
TCTC Holdings
Texas
$101K – – –
ABWM
1149
Alpine Bank Wealth Management
Colorado
$98.2K – – –
EP
1150
Essential Partners
California
$98.2K +$82.2K +128 New
44 45
46
47 48