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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
526
Venturi Wealth Management
Texas
$55.2K +$4.67K +86 +10%
HI
527
Hoey Investments
Pennsylvania
$53.7K – – –
PFBT
528
Parkside Financial Bank & Trust
Missouri
$53.4K – – –
WBWA
529
William B. Walkup & Associates
South Carolina
$50.8K – – –
HI
530
Harbour Investments
Wisconsin
$48.9K +$1.63K +30 +4%
AT
531
Arlington Trust
Alabama
$46K – – –
MA
532
MCF Advisors
Kentucky
$45.4K +$5.76K +106 +16%
TCOV
533
Trust Company of Vermont
Vermont
$43.5K +$39.6K +729 +36,450%
VSQM
534
V-Square Quantitative Management
Illinois
$41.7K +$10.5K +194 +38%
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.4K +$8.14K +150 +28%
HNB
536
Huntington National Bank
Ohio
$40.4K +$1.96K +36 +6%
CAS
537
Coppell Advisory Solutions
Texas
$38.1K +$21.1K +388 +148%
TSMHT
538
Thurston Springer Miller Herd & Titak
Indiana
$36.9K +$33.7K +621 New
SPIA
539
Steward Partners Investment Advisory
New York
$36.5K – – –
VCM
540
Versant Capital Management
Arizona
$36K +$5.59K +103 +20%
FCMT
541
Founders Capital Management (Texas)
Texas
$35.7K – – –
1IA
542
1620 Investment Advisors
Massachusetts
$34.1K – – –
ME
543
McIlrath & Eck
Washington
$33K – – –
EWA
544
EverSource Wealth Advisors
Alabama
$31.4K -$4.02K -74 -12%
MCM
545
Manchester Capital Management
Vermont
$31.3K -$815 -15 -3%
CPA
546
Capital Performance Advisors
California
$31.3K +$28.6K +527 New
BWP
547
Baldwin Wealth Partners
Massachusetts
$30.7K +$6.3K +116 +29%
AEPWM
548
Atlantic Edge Private Wealth Management
Florida
$29.7K – – –
DMBA
549
Deseret Mutual Benefit Administrators
Utah
$29.3K – – –
LIS
550
Legacy Investment Solutions
Idaho
$26.3K +$20.1K +370 New