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Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1726
Eagle Bay Advisors
New York
$102K -$45.8K -291 -30%
SL
1727
Salomon & Ludwin
Virginia
$100K +$1.89K +12 +2%
BTC
1728
Bank & Trust Company
Illinois
$100K +$106K +676 New
UIA
1729
Ulland Investment Advisors
Minnesota
$100K
JSAM
1730
J. Safra Asset Management
New York
$99.9K +$69.4K +441 +188%
VWM
1731
Venturi Wealth Management
Texas
$98.2K -$3.62K -23 -3%
CT
1732
Clearstead Trust
Maine
$98.2K +$26.7K +170 +34%
VC
1733
Vestor Capital
Illinois
$98K
FFO
1734
Fortitude Family Office
Arizona
$97.7K +$24.5K +156 +31%
TCM
1735
TD Capital Management
Tennessee
$97.7K +$157 +1 +0.2%
CA
1736
Crewe Advisors
Utah
$97.3K +$12.1K +77 +13%
GJWM
1737
Gilliland Jeter Wealth Management
Arkansas
$93.4K
FUBT
1738
First United Bank & Trust
Maryland
$92.7K
TCM
1739
Tributary Capital Management
Nebraska
$92.1K -$4.56K -29 -4%
GJIA
1740
Glass Jacobson Investment Advisors
Maryland
$88.1K
ST
1741
Smithfield Trust
Pennsylvania
$87K -$8.18K -52 -8%
GCM
1742
Gables Capital Management
Florida
$86.6K -$78.7K -500 -46%
CFFP
1743
Center for Financial Planning
Michigan
$86.3K
JWM
1744
Janiczek Wealth Management
Colorado
$80.1K +$10.4K +66 +14%
HEIP
1745
Hudson Edge Investment Partners
New Jersey
$79.8K +$84.8K +539 New
Loomis, Sayles & Company
1746
Loomis, Sayles & Company
Massachusetts
$79K -$4.41K -28 -5%
T
1747
TOBAM
France
$79K +$83.5K +531 New
TFF
1748
The Family Firm
Maryland
$78.8K +$83.7K +532 New
TCA
1749
Trifecta Capital Advisors
Illinois
$76.7K -$925K -5,880 -92%
CWM
1750
CarsonAllaria Wealth Management
Illinois
$76.3K +$472 +3 +0.6%