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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1551
Core Alternative Capital
Georgia
$42.4K – – –
FHC
1552
First Horizon Corporation
Tennessee
$42.1K +$42.6K +176 New
PS
1553
Pinney & Scofield
Massachusetts
$41.9K – – –
VWA
1554
Valued Wealth Advisors
Utah
$41.7K -$1.69K -7 -4%
MFT
1555
Moisand Fitzgerald Tamayo
Florida
$41.7K – – –
TFA
1556
Transamerica Financial Advisors
Florida
$41.1K +$41.6K +172 New
ATC
1557
Adirondack Trust Company
New York
$40.7K – – –
DF
1558
Dunhill Financial
United Kingdom
$39.8K – – –
WTA
1559
Washington Trust Advisors
Massachusetts
$39.5K -$1.21K -5 -3%
LWMI
1560
Legacy Wealth Management (Idaho)
Idaho
$39.3K – – –
KG
1561
Kilter Group
New York
$38.1K +$3.63K +15 +10%
CCM
1562
Cloud Capital Management
Washington
$38K +$38.7K +160 New
DAM
1563
Delta Asset Management
Tennessee
$37.4K +$9.93K +41 +36%
PWMG
1564
Private Wealth Management Group
New Jersey
$37.3K – – –
SA
1565
Seneschal Advisors
Washington
$36.6K +$37K +153 New
Q1WB
1566
Quest 10 Wealth Builders
Virginia
$36.4K – – –
MLA
1567
MB, Levis & Associates
Pennsylvania
$35.7K – – –
CHC
1568
City Holding Co
West Virginia
$33.8K +$11.1K +46 +48%
RTC
1569
Riverview Trust Company
Washington
$33.5K – – –
NSIM
1570
North Star Investment Management
Illinois
$33K +$484 +2 +1%
AP
1571
Aspect Partners
Virginia
$31.1K +$1.69K +7 +6%
TFGT
1572
TS Financial Group (TSFG)
Illinois
$31K – – –
CBT
1573
CoreFirst Bank & Trust
Kansas
$30.9K – – –
T
1574
Tidemark
California
$29.2K – – –
HCM
1575
Hollencrest Capital Management
California
$29K +$242 +1 +0.8%
61 62
63
64 65