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Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
251
Citizens National Bank Trust Department
Mississippi
$15.8K – – –
PW
252
Pandora Wealth
Illinois
$15.8K – – –
HNB
253
Hilltop National Bank
Wyoming
$13.2K – – –
SAM
254
Smartleaf Asset Management
Massachusetts
$13K +$11.3K +800 +415%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$11K -$40.2K -2,857 -78%
PA
256
Parallel Advisors
California
$10.9K +$8.14K +578 +231%
SSG
257
Summit Securities Group
New York
$10.5K +$11.3K +800 New
UB
258
UMB Bank
Missouri
$10.5K +$11.3K +800 New
SIS
259
Sound Income Strategies
Florida
$9.2K -$14 -1 -0.1%
QL
260
Quarry LP
New York
$9.1K +$9.73K +691 New
BTI
261
Blue Trust Inc
Georgia
$8.05K -$47.6K -3,383 -85%
ITIM
262
Indiana Trust & Investment Management
Indiana
$7.38K – – –
CMP
263
Coston McIsaac & Partners
Maine
$7K – – –
CTB
264
Country Trust Bank
Illinois
$6.65K – – –
PWA
265
Physician Wealth Advisors
Utah
$6.58K -$972 -69 -12%
PWPS
266
Pinnacle Wealth Planning Services
Ohio
$5.73K +$6.13K +435 New
SPIA
267
Steward Partners Investment Advisory
New York
$5.53K -$2.31K -164 -28%
CFFP
268
Center for Financial Planning
Michigan
$5.32K – – –
IA
269
IFP Advisors
Florida
$4.96K -$1.21K -86 -19%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$4.82K -$14.7K -1,046 -74%
FFA
271
Farther Finance Advisors
California
$4.73K -$36.1K -2,567 -88%
MWPCG
272
Measured Wealth Private Client Group
New Hampshire
$3.95K – – –
WFA
273
West Financial Advisors
Iowa
$3.95K – – –
SWM
274
Spire Wealth Management
Virginia
$3.6K – – –
DMIC
275
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.52K +$56 +4 +2%