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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1201
Crews Bank & Trust
Florida
$4.2K – – –
PWA
1202
Principia Wealth Advisory
Texas
$4.2K +$997 +3 +30%
RWM
1203
Rialto Wealth Management
New York
$3.87K +$997 +3 +33%
CHC
1204
City Holding Co
West Virginia
$3.87K – – –
PSB
1205
Piscataqua Savings Bank
New Hampshire
$3.87K – – –
WB
1206
Webster Bank
Connecticut
$3.87K – – –
VWM
1207
Vermillion Wealth Management
Minnesota
$3.87K +$3.99K +12 New
DF
1208
Dunhill Financial
United Kingdom
$3.63K -$2.33K -7 -39%
BHWM
1209
Beaird Harris Wealth Management
Texas
$3.62K – – –
WA
1210
WPG Advisers
Maryland
$3.55K -$1.33K -4 -27%
EPAM
1211
Evelyn Partners Asset Management
$3.55K – – –
SIM
1212
Synergy Investment Management
Florida
$3.55K +$3.66K +11 New
NFSG
1213
Newbridge Financial Services Group
Florida
$3.27K – – –
BH
1214
Burk Holdings
Oklahoma
$3.23K +$3.32K +10 New
First Command Advisory Services
1215
First Command Advisory Services
Texas
$3.23K +$997 +3 +43%
CC
1216
Corsicana & Co
Texas
$3.19K – – –
DF
1217
DecisionPoint Financial
Arizona
$2.91K – – –
ACA
1218
American Capital Advisory
Idaho
$2.91K +$1.99K +6 +200%
Bogart Wealth LLC
1219
Bogart Wealth LLC
Virginia
$2.9K +$1.33K +4 +80%
TFM
1220
TFC Financial Management
Massachusetts
$2.59K – – –
FG
1221
Fairman Group
Pennsylvania
$2.58K – – –
PS
1222
PayPay Securities
Japan
$2.35K -$997 -3 -30%
HWM
1223
HighMark Wealth Management
Minnesota
$2.3K – – –
MAS
1224
MPWM Advisory Solutions
Georgia
$2.26K – – –
PWM
1225
Proathlete Wealth Management
Florida
$2.26K – – –