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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
2676
BOK Financial Private Wealth
Colorado
$96.2K -$23.8K -233 -19%
VR
2677
Vision Retirement
New Jersey
$93.3K +$5K +49 +5%
SEP
2678
Signature Equity Partners
Ohio
$92.6K -$34.5K -338 -26%
PMIM
2679
Prudent Man Investment Management
Colorado
$91.5K – – –
FMTCOCP
2680
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K – – –
CCMI
2681
Creative Capital Management Investments
California
$89.9K +$6.53K +64 +7%
RWM
2682
Raffa Wealth Management
District of Columbia
$89.4K -$9.99K -98 -10%
SW
2683
StrongBox Wealth
Missouri
$89K +$94.3K +925 New
SIM
2684
Sims Investment Management
Ohio
$88.9K -$196K -1,925 -68%
AT
2685
Arlington Trust
Alabama
$88.3K +$73.7K +723 +373%
3FI
2686
3 Factor Indexing
California
$88.2K -$3.26K -32 -3%
CAM
2687
Chesapeake Asset Management
New York
$87.1K +$2.04K +20 +2%
B
2688
Bayban
Minnesota
$85K – – –
ORAM
2689
One River Asset Management
Connecticut
$83.2K -$77.5K -760 -47%
FMP
2690
Financial Management Professionals
Texas
$82.8K -$18.8K -184 -18%
CCM
2691
Chilton Capital Management
Texas
$82.4K -$74.2K -728 -46%
1CP
2692
1015 Capital Partners
Pennsylvania
$80.5K +$11.7K +115 +16%
W
2693
WealthCollab
Washington
$80.1K – – –
GFA
2694
Godfrey Financial Associates
New York
$79.8K -$6.42K -63 -7%
AWA
2695
Acumen Wealth Advisors
Tennessee
$79.7K – – –
KG
2696
Kilter Group
New York
$79.6K +$11.5K +113 +16%
RRMM
2697
Regatta Research & Money Management
Louisiana
$78.3K +$82.9K +813 New
WAG
2698
Wilkerson Advisory Group
Missouri
$78.2K -$6.63K -65 -7%
BIA
2699
Bell Investment Advisors
California
$78.1K +$5.61K +55 +7%
PP
2700
PFS Partners
New Jersey
$77.9K – – –