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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1426
Vertrix Wealth Management
Michigan
$3.66M -$758K -7,250 -19%
CPW
1427
Cove Private Wealth
New York
$3.65M +$134K +1,280 +4%
WA
1428
WBH Advisory
Maryland
$3.65M -$277K -2,652 -8%
FBFS
1429
First Business Financial Services
Wisconsin
$3.65M -$1.25K -12 -0%
ACM
1430
Adalta Capital Management
New York
$3.64M – – –
PFA
1431
Pure Financial Advisors
California
$3.64M +$130K +1,247 +4%
MFA
1432
Mayflower Financial Advisors
Massachusetts
$3.64M +$9.94K +95 +0.3%
BAM
1433
Belpointe Asset Management
Nevada
$3.63M -$1.3M -12,449 -29%
NDSI
1434
Newman Dignan & Sheerar Inc
Rhode Island
$3.63M -$29.4K -281 -0.9%
TCWA
1435
Turtle Creek Wealth Advisors
Texas
$3.63M +$200K +1,916 +7%
AIA
1436
Arbor Investment Advisors
North Carolina
$3.61M +$15.6K +149 +0.5%
MWM
1437
Meridian Wealth Management
Kentucky
$3.6M +$381K +3,644 +13%
DCM
1438
Dorato Capital Management
Colorado
$3.6M -$12.2K -117 -0.4%
GWM
1439
Glass Wealth Management
Texas
$3.6M – – –
CFA
1440
Churchill Financial Advisors
Kentucky
$3.59M – – –
UCB
1441
United Community Bank
South Carolina
$3.59M +$15.9K +152 +0.5%
NS
1442
NBC Securities
Alabama
$3.59M -$139K -1,325 -4%
CWAG
1443
Compton Wealth Advisory Group
Virginia
$3.59M +$6.8K +65 +0.2%
AFT
1444
Alpha Family Trust
California
$3.56M – – –
OL
1445
one8zero8 LLC
North Carolina
$3.56M -$83.7K -800 -3%
ASCM
1446
Adkins Seale Capital Management
Louisiana
$3.55M -$2.09K -20 -0.1%
TF
1447
Trek Financial
Arizona
$3.54M -$143K -1,365 -4%
Fayez Sarofim & Co
1448
Fayez Sarofim & Co
Texas
$3.53M +$78.5K +751 +3%
EA
1449
Everpar Advisors
Oklahoma
$3.52M +$243K +2,327 +8%
CNBT
1450
Cornerstone National Bank & Trust
Illinois
$3.52M -$2.82K -27 -0.1%