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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
726
CVA Family Office
Colorado
$20.6K +$3.37K +20 +17%
PTC
727
Private Trust Company
Ohio
$20K -$20.2K -120 -48%
MFS
728
Mattson Financial Services
Michigan
$19.4K +$16.9K +100 New
RA
729
Rise Advisors
New York
$19.3K
API
730
Asset Planning Inc
California
$19.3K +$21.3K +126 New
SWM
731
Spire Wealth Management
Virginia
$19.2K -$21.8K -129 -51%
GBT
732
Grove Bank & Trust
Florida
$19.1K +$3.54K +21 +20%
SSB
733
Sandy Spring Bank
Maryland
$17.6K -$1.69K -10 -8%
CCA
734
Catalyst Capital Advisors
New York
$17.4K -$81.8K -485 -81%
GRP
735
Global Retirement Partners
California
$17.4K -$32.6K -193 -63%
CWP
736
Concord Wealth Partners
Virginia
$17.4K +$13.2K +78 +217%
GKIM
737
GW&K Investment Management
Massachusetts
$17K +$9.95K +59 +111%
AWM
738
Avior Wealth Management
Nebraska
$17K +$1.69K +10 +10%
SN
739
Sittner & Nelson
Oregon
$16.8K
KIM
740
Kestra Investment Management
Texas
$16.8K +$18.6K +110 New
AssetMark Inc
741
AssetMark Inc
California
$16.5K +$13.3K +79 +272%
VWM
742
Venturi Wealth Management
Texas
$16.4K -$18.9K -112 -51%
ST
743
Smithfield Trust
Pennsylvania
$16K
ADL
744
Asset Dedication LLC
California
$15.9K -$6.75K -40 -28%
MWA
745
Medallion Wealth Advisors
Connecticut
$15.7K +$19.4K +115 New
BC
746
Broadwater Capital
Massachusetts
$15.3K -$6.75K -40 -29%
DAM
747
Delta Asset Management
Tennessee
$15.3K
PWMA
748
Pension & Wealth Management Advisors
Massachusetts
$15.3K +$16.9K +100 New
FHA
749
First Horizon Advisors
Tennessee
$15.3K -$13.8K -82 -45%
CFG
750
CKW Financial Group
Hawaii
$15K