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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1401
Venturi Wealth Management
Texas
$118K +$84.2K +264 +161%
NSIM
1402
North Star Investment Management
Illinois
$118K
MWA
1403
Medallion Wealth Advisors
Connecticut
$113K +$127K +397 New
NFSG
1404
Newbridge Financial Services Group
Florida
$112K +$130K +407 New
CW
1405
Curio Wealth
Maryland
$112K +$130K +407 New
CB
1406
Community Bank
New York
$110K
WCM
1407
Westend Capital Management
California
$109K
MCM
1408
MV Capital Management
Maryland
$106K -$26.5K -83 -18%
OPTFSNA
1409
Old Point Trust & Financial Services N A
Virginia
$106K
QL
1410
Quarry LP
New York
$106K +$64.7K +203 +112%
FP
1411
Financial Perspectives
Minnesota
$104K +$119K +372 +6,200%
GFPC
1412
Global Financial Private Client
Florida
$103K +$956 +3 +0.8%
SIC
1413
Salem Investment Counselors
North Carolina
$102K -$5.1K -16 -4%
MA
1414
MCF Advisors
Kentucky
$98.7K
BGAI
1415
Bruce G. Allen Investments
Colorado
$98.3K +$11.5K +36 +11%
HWM
1416
Hemington Wealth Management
Virginia
$97K +$2.87K +9 +3%
ACM
1417
Aster Capital Management
United Arab Emirates
$96.4K -$1.68M -5,282 -94%
CAL
1418
Capital Advisors Ltd
Ohio
$96K +$8.93K +28 +9%
FFO
1419
Fortitude Family Office
Arizona
$94.2K -$319 -1 -0.3%
WBC
1420
West Branch Capital
Massachusetts
$93.6K -$956 -3 -0.9%
WWP
1421
WR Wealth Planners
Missouri
$93K -$30.6K -96 -22%
SS
1422
SBI Securities
Japan
$92.5K +$107K +335 New
RTC
1423
Riverview Trust Company
Washington
$88.1K -$1.59K -5 -2%
NECFA
1424
New England Capital Financial Advisors
Connecticut
$87.3K +$40.5K +127 +67%
PIM
1425
Platinum Investment Management
Australia
$87.3K +$13.7K +43 +16%