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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
851
CVA Family Office
Colorado
$100K – – –
ACJ
852
Autonomy Capital (Jersey)
Jersey
$99K +$99.1K +148 New
T
853
TCWP
Ohio
$98K +$98.4K +147 New
CT
854
Cambridge Trust
Massachusetts
$96K -$15.4K -23 -14%
BAM
855
Byrne Asset Management
New Jersey
$95K -$2.01K -3 -2%
CWP
856
Concord Wealth Partners
Virginia
$94K -$15.4K -23 -14%
FFA
857
Freedman Financial Associates
Massachusetts
$94K – – –
SSB
858
Sandy Spring Bank
Maryland
$92K -$16.1K -24 -15%
LS
859
Leelyn Smith
Illinois
$90K +$13.4K +20 +17%
CWC
860
Carolinas Wealth Consulting
North Carolina
$89K +$21.4K +32 +32%
JGIA
861
Jackson Grant Investment Advisers
Connecticut
$88K – – –
SWM
862
Sugarloaf Wealth Management
Georgia
$85K +$15.4K +23 +22%
WPWM
863
Western Pacific Wealth Management
Illinois
$77K – – –
FMP
864
Financial Management Professionals
Texas
$74K +$22.8K +34 +44%
OCM
865
Orion Capital Management
California
$73K +$59.6K +89 +445%
BC
866
Burleson & Co
California
$71K – – –
FHA
867
First Horizon Advisors
Tennessee
$68K -$24.8K -37 -27%
TFA
868
Toth Financial Advisory
Virginia
$67K – – –
BC
869
Bartlett & Co
Ohio
$67K +$67K +100 New
BCWM
870
Bartlett & Co Wealth Management
Ohio
$66.8K +$67K +100 New
HA
871
Herold Advisors
New York
$66.8K +$67K +100 New
TJHA
872
Thomas J. Herzfeld Advisors
Florida
$66K +$43.5K +65 +191%
DC
873
DeDora Capital
California
$65K +$65K +97 New
TFS
874
TrustCore Financial Services
Tennessee
$63K +$13.4K +20 +27%
TWA
875
TCI Wealth Advisors
Arizona
$63K +$40.2K +60 +171%