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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1526
Versant Capital Management
Arizona
$118K -$723K -28,021 -85%
BWL
1527
Bogart Wealth LLC
Virginia
$118K -$9.06K -351 -7%
GSWM
1528
Golden State Wealth Management
California
$117K -$10.8K -418 -8%
PCFFS
1529
Pacific Center for Financial Services
California
$113K
CT
1530
Caldwell Trust
Florida
$110K -$20.4K -789 -15%
HPBT
1531
Hickory Point Bank & Trust
Illinois
$109K
MFP
1532
Meramec Financial Planners
Missouri
$109K -$21K -812 -15%
CB
1533
CNB Bank
Pennsylvania
$108K -$361 -14 -0.3%
ATC
1534
Adirondack Trust Company
New York
$108K +$1.5K +58 +1%
W
1535
WealthCollab
Washington
$107K +$15.4K +595 +16%
NFSG
1536
Newbridge Financial Services Group
Florida
$107K +$3.56K +138 +3%
CBT
1537
Crews Bank & Trust
Florida
$106K -$12K -465 -10%
PK
1538
Pflug Koory
Nebraska
$101K -$981 -38 -0.9%
Twin Tree Management
1539
Twin Tree Management
Texas
$100K -$1.11M -42,973 -91%
DCM
1540
Davis Capital Management
Florida
$100K +$102K +3,942 +2,857%
FUBT
1541
First United Bank & Trust
Maryland
$99.9K -$9.76K -378 -8%
Vanguard National Trust
1542
Vanguard National Trust
Pennsylvania
$99.5K +$11K +427 +12%
HFS
1543
Horizon Financial Services
North Carolina
$98.7K +$15.3K +593 +17%
CFFP
1544
Center for Financial Planning
Michigan
$98.4K -$157K -6,074 -60%
CPG
1545
Cornerstone Planning Group
New Jersey
$98.1K -$15.1K -587 -12%
Cohen & Steers
1546
Cohen & Steers
New York
$98K
EP
1547
Evelyn Partners
$97.9K +$103K +3,989 New
CAL
1548
Capital Advisors Ltd
Ohio
$97K +$2.53K +98 +3%
PWPS
1549
Pinnacle Wealth Planning Services
Ohio
$96.6K -$218K -8,435 -68%
WPA
1550
West Paces Advisors
Georgia
$95.5K +$100K +3,888 New