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Name Holding Trade Value Shares
Change
Change in
Stake
BTD
451
BankPlus Trust Department
Mississippi
$67.4K – – –
BP
452
BNP Paribas
France
$67.4K – – –
TCOT
453
Trust Company of Toledo
Ohio
$67.4K – – –
KFI
454
Key Financial Inc
Pennsylvania
$67.2K +$28.6K +151 +61%
SC
455
SouthState Corp
Florida
$65.5K – – –
MSG
456
Main Street Group
Virginia
$65K +$73.1K +386 New
FMP
457
Financial Management Professionals
Texas
$63.8K +$1.51K +8 +2%
PAM
458
Paradigm Asset Management
New York
$59.8K – – –
SWA
459
SOA Wealth Advisors
New York
$58.8K +$1.19M +6,268 +2,009%
BWL
460
Bogart Wealth LLC
Virginia
$58.3K +$379 +2 +0.6%
AUB
461
Atlantic Union Bankshares
Virginia
$57.9K – – –
CBT
462
CoreFirst Bank & Trust
Kansas
$56.9K – – –
GSWM
463
Golden State Wealth Management
California
$56.4K -$2.84K -15 -4%
FCAS
464
First Command Advisory Services
Texas
$53.7K +$55.9K +295 +1,229%
AFC
465
Ares Financial Consulting
California
$50.9K – – –
AF
466
Abound Financial
California
$50.5K – – –
BLC
467
Brown, Lisle/Cummings
Rhode Island
$48.5K +$39.8K +210 +269%
LAMC
468
Longview Asset Management (California)
California
$47.2K – – –
BSB
469
Bangor Savings Bank
Maine
$45K – – –
OWP
470
ORG Wealth Partners
Texas
$45K – – –
FP
471
Financial Perspectives
Minnesota
$44.9K – – –
IBOK
472
Independence Bank of Kentucky
Kentucky
$42.1K – – –
IAS
473
IMA Advisory Services
Colorado
$41.9K +$40.2K +212 +573%
SIC
474
SJS Investment Consulting
Ohio
$39.7K +$23.9K +126 +115%
RFS
475
Richardson Financial Services
Massachusetts
$37.7K -$34.9K -184 -45%