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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1051
Cumberland Partners
Ontario, Canada
$921K -$555K -3,650 -41%
MMM
1052
Mendel Money Management
Illinois
$919K -$6.85K -45 -0.9%
PFSC
1053
Peoples Financial Services Corp
Pennsylvania
$918K -$132K -865 -14%
CPA
1054
Court Place Advisors
Maryland
$913K
EI
1055
Ellevest Inc
New York
$910K +$28K +184 +4%
LWA
1056
Lineweaver Wealth Advisors
Ohio
$909K +$10.8K +71 +1%
EWM
1057
Executive Wealth Management
Michigan
$902K -$14.5K -95 -2%
RPCONE
1058
Retirement Planning Company of New England
Rhode Island
$901K -$32.7K -215 -4%
MAM
1059
Martingale Asset Management
Massachusetts
$900K +$411K +2,700 +113%
NHC
1060
Nicholas Hoffman & Company
Georgia
$899K +$77.7K +511 +11%
CWS
1061
Confluence Wealth Services
Pennsylvania
$897K -$145K -950 -16%
ATC
1062
Adirondack Trust Company
New York
$892K -$7.76K -51 -1%
WA
1063
WBH Advisory
Maryland
$891K -$23.3K -153 -3%
EWA
1064
Encompass Wealth Advisors
Oregon
$891K
EGM
1065
Engineers Gate Manager
New York
$889K -$4.55M -29,923 -86%
SACTSONJ
1066
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$886K
FIA
1067
Foundations Investment Advisors
Arizona
$883K -$102K -672 -12%
QI
1068
Qtron Investments
Massachusetts
$881K
SVCP
1069
Silicon Valley Capital Partners
California
$881K -$352K -2,311 -32%
CCT
1070
Capital City Trust
Florida
$877K -$30.4K -200 -4%
SB
1071
Sunflower Bank
Texas
$876K
HNB
1072
Hilltop National Bank
Wyoming
$874K +$750K +4,930 New
LA
1073
LM Advisors
California
$873K +$750K +4,927 New
DWG
1074
Darden Wealth Group
Michigan
$870K -$159K -1,044 -18%
DLA
1075
Douglas Lane & Associates
New York
$869K +$1.22K +8 +0.2%