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WHR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
451
Salem Investment Counselors
North Carolina
$44.9K +$41.8K +375 New
PMFA
452
Plante Moran Financial Advisors
Michigan
$39.8K – – –
AA
453
Ancora Advisors
Ohio
$35.9K – – –
GRP
454
Global Retirement Partners
California
$35.1K -$40.1K -360 -55%
DMBA
455
Deseret Mutual Benefit Administrators
Utah
$33.5K – – –
PTC
456
Private Trust Company
Ohio
$33.4K -$334 -3 -1%
SWM
457
Sugarloaf Wealth Management
Georgia
$33.1K +$334 +3 +1%
ST
458
Smithfield Trust
Pennsylvania
$33K – – –
BTI
459
Blue Trust Inc
Georgia
$30.4K -$14K -126 -33%
BC
460
Barrett & Company
Rhode Island
$29.9K – – –
UB
461
UMB Bank
Missouri
$28.4K -$90.3K -810 -77%
CT
462
Cambridge Trust
Massachusetts
$26.9K +$5.57K +50 +29%
GWM
463
Geneos Wealth Management
Colorado
$26.3K -$4.91K -44 -17%
CT
464
Colonial Trust
South Carolina
$25.4K +$6.02K +54 +34%
NCTC
465
New Covenant Trust Company
Indiana
$23.8K +$22.2K +199 New
IGWM
466
ICA Group Wealth Management
Colorado
$23.3K – – –
NA
467
NewEdge Advisors
Louisiana
$21.5K -$11.1K -100 -36%
KA
468
Kozak & Associates
Colorado
$20.4K +$446 +4 +2%
ITIM
469
Indiana Trust & Investment Management
Indiana
$19.7K – – –
WB
470
Webster Bank
Connecticut
$18.5K – – –
UCB
471
United Community Bank
South Carolina
$18.5K +$5.02K +45 +41%
NRG
472
Nemes Rush Group
Michigan
$18.3K -$642K -5,756 -97%
TFGT
473
TS Financial Group (TSFG)
Illinois
$18K -$106K -950 -86%
FDCDDQ
474
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K – – –
TSWM
475
Tyler-Stone Wealth Management
Ohio
$17.9K – – –
17 18
19
20 21