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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
926
Binnacle Investments
Iowa
$22.7K +$24.8K +129 New
ACA
927
American Capital Advisory
Idaho
$22K – – –
BWL
928
Bogart Wealth LLC
Virginia
$21.1K +$23.1K +120 New
GM
929
GeoWealth Management
Illinois
$20.7K -$16.3K -85 -42%
HI
930
Harbour Investments
Wisconsin
$20.4K – – –
AW
931
Avion Wealth
Texas
$20K – – –
CFO
932
CVA Family Office
Colorado
$19.1K +$5K +26 +31%
FFO
933
Fortitude Family Office
Arizona
$18.3K – – –
GKIM
934
GW&K Investment Management
Massachusetts
$18K +$1.54K +8 +9%
CA
935
CoreCap Advisors
Michigan
$17.8K +$2.31K +12 +13%
RTC
936
Riverview Trust Company
Washington
$17.7K -$1.15K -6 -6%
CWP
937
Concord Wealth Partners
Virginia
$17.6K – – –
FDW
938
Fourth Dimension Wealth
Ohio
$17.6K – – –
PAM
939
Parvin Asset Management
South Dakota
$17.6K – – –
TCA
940
Trifecta Capital Advisors
Illinois
$17.6K – – –
VWM
941
Vermillion Wealth Management
Minnesota
$17.6K – – –
CHC
942
City Holding Co
West Virginia
$16.5K +$18.1K +94 New
MTC
943
Matrix Trust Company
Colorado
$16K -$192 -1 -1%
BCMLT
944
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9K – – –
DWM
945
Darwin Wealth Management
Florida
$15.8K – – –
SC
946
Stephens Consulting
Michigan
$15.3K – – –
CPG
947
Cornerstone Planning Group
New Jersey
$13.8K +$5.96K +31 +60%
VWWMG
948
Vermillion & White Wealth Management Group
Pennsylvania
$13.4K +$14.6K +76 New
SO
949
Sierra Ocean
California
$13.3K – – –
JWA
950
JFS Wealth Advisors
Pennsylvania
$13.2K -$1.15K -6 -7%
36 37
38
39 40