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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
651
Beacon Investment Advisory Services
New Jersey
$32.1K – – –
CTC
652
Central Trust Company
Missouri
$31.1K +$2.27K +25 +8%
AUB
653
Atlantic Union Bankshares
Virginia
$30.5K – – –
CMA
654
Cedar Mountain Advisors
Oregon
$30.4K – – –
ZBNA
655
Zions Bancorporation, National Association
Utah
$30.2K +$6.63K +73 +29%
HB
656
Horizon Bancorp
Indiana
$30K – – –
NS
657
NBC Securities
Alabama
$30K -$13.7K -151 -32%
PF
658
PlanVest Financial
Maryland
$29.9K +$29.6K +326 New
MCM
659
Manchester Capital Management
Vermont
$29.7K +$5.54K +61 +23%
SNBOSD
660
Security National Bank of So Dak
Iowa
$29.5K +$29.3K +322 New
CMP
661
Coston McIsaac & Partners
Maine
$29K – – –
AWM
662
Activest Wealth Management
Florida
$27.9K -$91 -1 -0.3%
WAG
663
Wilkerson Advisory Group
Missouri
$27.4K – – –
GKIM
664
GW&K Investment Management
Massachusetts
$27K +$454 +5 +2%
CFB
665
Cullen/Frost Bankers
Texas
$26.8K – – –
SFG
666
Strive Financial Group
Indiana
$26.4K -$1.18K -13 -4%
SWM
667
Spire Wealth Management
Virginia
$26K – – –
BW
668
Basepoint Wealth
Iowa
$23.4K – – –
KFAS
669
Keating Financial Advisory Services
Kansas
$22.5K +$5.09K +56 +30%
S
670
Sachetta
Massachusetts
$21K +$5.18K +57 +33%
BWA
671
Basecamp Wealth Advisors
Washington
$20.2K +$3.18K +35 +19%
FFO
672
Fortitude Family Office
Arizona
$20.1K -$818 -9 -4%
ECA
673
Elevated Capital Advisors
Utah
$18.6K -$41.2K -453 -69%
GIA
674
GHP Investment Advisors
Colorado
$18.4K – – –
CAM
675
Costello Asset Management
Pennsylvania
$18.3K – – –