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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
1301
Cullen/Frost Bankers
Texas
$48K +$9.16K +65 +21%
PS
1302
Pinney & Scofield
Massachusetts
$48K – – –
FFO
1303
Fortitude Family Office
Arizona
$47.3K +$8.73K +62 +20%
1M
1304
1248 Management
Missouri
$46.5K +$52K +369 New
SVWA
1305
Sarver Vrooman Wealth Advisors
Missouri
$46.3K -$31.6K -224 -38%
ETS
1306
ESL Trust Services
New York
$44.9K – – –
UOTTAIMCU
1307
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44.8K +$19.7K +140 +65%
CFFP
1308
Center for Financial Planning
Michigan
$43.4K – – –
EF
1309
Entrust Financial
Pennsylvania
$43.2K +$48.3K +343 New
CT
1310
Caldwell Trust
Florida
$42.8K – – –
RFG
1311
REAP Financial Group
Texas
$42.7K +$1.41K +10 +3%
HFS
1312
Hughes Financial Services
Virginia
$42.4K +$1.27K +9 +3%
S
1313
Sachetta
Massachusetts
$42.1K -$2.4K -17 -5%
VFM
1314
Vision Financial Markets
Connecticut
$41.5K – – –
ST
1315
Smithfield Trust
Pennsylvania
$41K +$22.3K +158 +93%
MI
1316
Motiv8 Investments
Florida
$41K +$46.1K +327 New
W
1317
WealthCollab
Washington
$40.7K +$7.33K +52 +19%
FC
1318
Financial Consulate
Maryland
$40.2K +$423 +3 +0.9%
MAM
1319
Meeder Asset Management
Ohio
$39.3K -$1.83K -13 -4%
WIM
1320
Westside Investment Management
California
$39.2K +$1.97K +14 +5%
EPG
1321
Estate Planners Group
Pennsylvania
$39.1K +$43.7K +310 New
MWA
1322
Medallion Wealth Advisors
Connecticut
$38.9K – – –
BWA
1323
Basecamp Wealth Advisors
Washington
$38.9K +$43.5K +309 New
EP
1324
Elkhorn Partners
Nebraska
$37.8K +$14.1K +100 +50%
WA
1325
Walsh & Associates
Florida
$37.8K +$42.3K +300 New