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TM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
501
Greykasell Wealth Strategies
California
$103K – – –
HPC
502
HM Payson & Co
Maine
$101K – – –
MIA
503
MeadowBrook Investment Advisors
Michigan
$96.5K – – –
ASCM
504
Adkins Seale Capital Management
Louisiana
$92.7K – – –
AA
505
Addison Advisors
Vermont
$90.9K -$7.23K -32 -7%
CAM
506
Costello Asset Management
Pennsylvania
$86.6K – – –
RFS
507
Richardson Financial Services
Massachusetts
$84.1K +$452 +2 +0.5%
WIM
508
Westside Investment Management
California
$83.3K – – –
BTD
509
BankPlus Trust Department
Mississippi
$82.4K – – –
BP
510
BNP Paribas
France
$82.4K – – –
TCOT
511
Trust Company of Toledo
Ohio
$82.4K – – –
DWP
512
Destiny Wealth Partners
Florida
$80.4K +$88.1K +390 New
GAA
513
Global Assets Advisory
Florida
$80.4K +$88.1K +390 New
SC
514
SouthState Corp
Florida
$80.2K – – –
FMP
515
Financial Management Professionals
Texas
$76.5K -$18.8K -83 -18%
PAM
516
Paradigm Asset Management
New York
$73.2K -$67.8K -300 -46%
SL
517
Salomon & Ludwin
Virginia
$72.2K – – –
GWM
518
Geneos Wealth Management
Colorado
$71.9K -$5.42K -24 -6%
GSWM
519
Golden State Wealth Management
California
$71.9K – – –
BWL
520
Bogart Wealth LLC
Virginia
$70.9K -$452 -2 -0.6%
AUB
521
Atlantic Union Bankshares
Virginia
$70.9K +$4.52K +20 +6%
CBT
522
CoreFirst Bank & Trust
Kansas
$69.7K – – –
CCWM
523
Cassaday & Co Wealth Management
Virginia
$66.2K +$72.5K +321 New
AA
524
Ancora Advisors
Ohio
$64.9K +$19.7K +87 +38%
HNB
525
Hilltop National Bank
Wyoming
$64.5K -$33.2K -147 -32%
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