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Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
1326
Citizens National Bank Trust Department
Mississippi
$79.8K
SIM
1327
Synergy Investment Management
Florida
$79.6K +$92.3K +1,116 New
SC
1328
SouthState Corp
Florida
$78.7K +$1.41K +17 +2%
HDIM
1329
Hanson & Doremus Investment Management
Vermont
$77K -$10.9K -132 -11%
PPC
1330
Park Place Capital
Alabama
$75.3K +$62.1K +751 +247%
PWPS
1331
Pinnacle Wealth Planning Services
Ohio
$74.8K -$6.04K -73 -7%
BWL
1332
Bogart Wealth LLC
Virginia
$73.6K +$2.65K +32 +3%
JFA
1333
JNBA Financial Advisors
Minnesota
$72.5K
BHWM
1334
Bay Harbor Wealth Management
Maryland
$72.4K
ATC
1335
Adirondack Trust Company
New York
$72.3K -$9.76K -118 -10%
HIC
1336
Hamrick Investment Counsel
Washington
$71.3K +$82.7K +1,000 New
PWM
1337
Proathlete Wealth Management
Florida
$68.6K
TFM
1338
TFC Financial Management
Massachusetts
$65.6K
AF
1339
Alerus Financial
North Dakota
$64.7K -$14.8K -179 -16%
TVWM
1340
Tower View Wealth Management
Wisconsin
$64.2K +$74.4K +900 New
YP
1341
YANKCOM Partnership
South Dakota
$64K +$2.07K +25 +3%
BC
1342
Broadwater Capital
Massachusetts
$63.7K
PWA
1343
Physician Wealth Advisors
Utah
$62.7K +$7.28K +88 +11%
QL
1344
Quarry LP
New York
$60.3K -$31.2K -378 -31%
M
1345
MOTCO
Texas
$60.3K
TC
1346
Truvestments Capital
Florida
$60.2K +$248 +3 +0.4%
FMP
1347
Financial Management Professionals
Texas
$59.3K +$49.6K +600 +259%
JWA
1348
JFS Wealth Advisors
Pennsylvania
$58.6K -$10.9K -132 -14%
Bank Julius Baer & Co
1349
Bank Julius Baer & Co
Switzerland
$57.9K -$10.9M -131,674 -99%
SS
1350
SBI Securities
Japan
$57.3K +$5.87K +71 +10%