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Name Holding Trade Value Shares
Change
Change in
Stake
HBT
801
Hills Bank & Trust
Iowa
$377K -$736 -5 -0.2%
BDF
802
Black Diamond Financial
Maryland
$376K
HL
803
HeadInvest LLC
Maine
$376K
GM
804
GeoWealth Management
Illinois
$375K -$4.12K -28 -1%
VWM
805
Venturi Wealth Management
Texas
$375K +$11K +75 +3%
4WM
806
44 Wealth Management
Oregon
$374K -$54K -367 -13%
HH
807
Hilltop Holdings
Texas
$373K +$33.9K +230 +10%
CFFP
808
Center for Financial Planning
Michigan
$373K +$96.4K +655 +36%
CCG
809
Cypress Capital Group
Florida
$372K
SVWAG
810
Sound View Wealth Advisors Group
Georgia
$372K
PPA
811
Pacific Point Advisors
California
$372K +$11.5K +78 +3%
FCM
812
Fourpath Capital Management
Oklahoma
$371K
SMWM
813
Silvia McColl Wealth Management
California
$371K
HI
814
Harbour Investments
Wisconsin
$371K +$20K +136 +6%
NB
815
NBT Bank
New York
$370K -$106K -723 -23%
IGGA
816
Iron Gate Global Advisors
Utah
$369K
ICP
817
Impact Capital Partners
Colorado
$368K +$2.06K +14 +0.6%
FC
818
FORA Capital
Florida
$368K -$1.07M -7,238 -75%
CIAS
819
CFS Investment Advisory Services
New Jersey
$367K +$14.3K +97 +4%
BHBT
820
Burke & Herbert Bank & Trust
Virginia
$367K -$89.7K -609 -20%
AUB
821
Atlantic Union Bankshares
Virginia
$366K +$54K +367 +18%
SAM
822
S.A. Mason
Michigan
$366K
SSA
823
Sierra Summit Advisors
Nevada
$365K
LNB
824
Ledyard National Bank
$360K +$5.01K +34 +1%
HNB
825
Hilltop National Bank
Wyoming
$359K