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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
976
Private Trust Company
Ohio
$74.3K +$10.7K +42 +15%
RTC
977
Riverview Trust Company
Washington
$67.7K -$1.02K -4 -1%
BHWM
978
Bay Harbor Wealth Management
Maryland
$66.8K +$1.53K +6 +2%
KSWA
979
Kathleen S. Wright Associates
Pennsylvania
$65.4K – – –
FP
980
Financial Perspectives
Minnesota
$64.7K – – –
CWC
981
Carolinas Wealth Consulting
North Carolina
$62.4K +$11.5K +45 +20%
MCM
982
Manchester Capital Management
Vermont
$61K +$16.1K +63 +32%
A
983
AlphaQuest
New York
$59.8K -$5.1K -20 -7%
AWM
984
AllSquare Wealth Management
New York
$58.9K – – –
SC
985
SouthState Corp
Florida
$58.6K +$24.5K +96 +62%
FHA
986
First Horizon Advisors
Tennessee
$57.9K -$3.06K -12 -5%
POIA
987
Pin Oak Investment Advisors
Texas
$57K – – –
CT
988
Colonial Trust
South Carolina
$55.7K -$54.1K -212 -47%
LFG
989
Larson Financial Group
Missouri
$55.6K -$165K -647 -73%
HBW
990
Hazlett, Burt & Watson
West Virginia
$54K +$40.8K +160 +250%
FNWA
991
Financial Network Wealth Advisors
Utah
$53K +$4.34K +17 +8%
WF
992
Wayfinding Financial
Washington
$51K +$56.7K +222 New
PFBT
993
Parkside Financial Bank & Trust
Missouri
$50K +$18.9K +74 +53%
RIL
994
Rothschild Investment LLC
Illinois
$49.7K +$34.2K +134 +170%
IRAG
995
Investment Research & Advisory Group
Georgia
$48.8K – – –
NRG
996
Nemes Rush Group
Michigan
$48.8K – – –
RA
997
Rise Advisors
New York
$48.6K +$33.9K +133 +177%
ADL
998
Asset Dedication LLC
California
$48.3K +$51K +200 +2,857%
IUHSA
999
Itau Unibanco Holding S.A.
Brazil
$48K +$52.8K +207 New
IAS
1000
IMA Advisory Services
Colorado
$46.7K +$51K +200 New
38 39
40
41 42