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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
551
Thompson Investment Management
Wisconsin
$42.9K
WB
552
Webster Bank
Connecticut
$42.9K
HB
553
Horizon Bancorp
Indiana
$42K
FWA
554
FSC Wealth Advisors
New York
$41.6K
TCOV
555
Trust Company of Vermont
Vermont
$40.4K
TFF
556
The Family Firm
Maryland
$40K +$41.5K +466 New
BAM
557
Bellevue Asset Management
Washington
$38.4K
CH
558
Cromwell Holdings
Wyoming
$38.1K +$39.5K +444 New
CAL
559
Capital Advisors Ltd
Ohio
$38K
SWA
560
SOA Wealth Advisors
New York
$37.7K
Jones Financial Companies
561
Jones Financial Companies
Missouri
$37.1K +$21.4K +240 +125%
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$36.7K -$2.05K -23 -5%
SAM
563
Smartleaf Asset Management
Massachusetts
$34.9K +$9.26K +104 +35%
GWM
564
Geneos Wealth Management
Colorado
$34.8K
HFM
565
Hartford Financial Management
Connecticut
$34.4K
GEA
566
Glen Eagle Advisors
New Jersey
$34.3K
DMBA
567
Deseret Mutual Benefit Administrators
Utah
$33.6K
GG
568
Gleason Group
Kentucky
$32.3K
CFO
569
CVA Family Office
Colorado
$31.4K +$534 +6 +2%
OC
570
Oakworth Capital
Alabama
$30.7K +$31.9K +358 New
TIM
571
Tortoise Investment Management
New York
$30.1K
FMP
572
Financial Management Professionals
Texas
$30K
HIIFS
573
Harel Insurance Investments & Financial Services
Israel
$30K +$30.7K +345 New
VWM
574
Venturi Wealth Management
Texas
$28.7K -$3.74K -42 -11%
SSB
575
Sandy Spring Bank
Maryland
$28.5K