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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
501
Wilmington Savings Fund Society
Delaware
$206K -$20.9K -239 -8%
KWM
502
Keebeck Wealth Management
Illinois
$205K +$240K +2,752 New
JWCA
503
J.W. Cole Advisors
Florida
$202K -$97.4K -1,116 -29%
VVP
504
Venture Visionary Partners
Ohio
$201K -$15.7K -180 -6%
MSA
505
Marino Stram & Associates
Massachusetts
$201K -$10.5K -120 -4%
CAM
506
CenterStar Asset Management
Illinois
$201K +$235K +2,697 New
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$200K -$37.4K -429 -14%
BL
508
BFSG LLC
California
$199K +$19.9K +228 +9%
PTC
509
Private Trust Company
Ohio
$196K +$35.2K +403 +18%
BGAI
510
Bruce G. Allen Investments
Colorado
$188K +$59.1K +678 +37%
PWAM
511
Private Wealth Asset Management
Iowa
$179K +$4.36K +50 +2%
AAP
512
Arax Advisory Partners
Colorado
$178K -$208K -2,379 -52%
VFM
513
Vision Financial Markets
Connecticut
$169K -$48K -550 -19%
FFO
514
Fortitude Family Office
Arizona
$165K -$1.75K -20 -0.9%
CIAM
515
Caitong International Asset Management
Hong Kong
$164K +$191K +2,194 +54,850%
GWM
516
Geneos Wealth Management
Colorado
$162K -$579K -6,638 -75%
CUAMC
517
China Universal Asset Management Company
China
$140K
SN
518
Sittner & Nelson
Oregon
$140K
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$138K
AIM
520
Anchor Investment Management
South Carolina
$126K -$15.3K -175 -9%
TPCW
521
TD Private Client Wealth
New York
$122K -$840K -9,629 -85%
SC
522
SouthState Corp
Florida
$122K -$52.4K -601 -27%
CH
523
Cromwell Holdings
Wyoming
$119K +$90.6K +1,039 +184%
CAL
524
Capital Analysts LLC
Pennsylvania
$110K
ASCM
525
Adkins Seale Capital Management
Louisiana
$108K -$11.7K -134 -8%