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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1001
OneFund LLC
Florida
$79.7K -$1.97K -62 -3%
CSPIA
1002
Cary Street Partners Investment Advisory
Virginia
$79.4K +$18.3K +577 +43%
BCWM
1003
Bartlett & Co Wealth Management
Ohio
$76.7K +$1.01K +32 +2%
KTC
1004
Kentucky Trust Company
Kentucky
$73.2K -$5.61K -177 -9%
RF
1005
Robbins Farley
New Hampshire
$72.9K
PMFA
1006
Plante Moran Financial Advisors
Michigan
$70.5K +$571 +18 +1%
ETS
1007
ESL Trust Services
New York
$70.2K
OCWP
1008
Owl Creek Wealth Partners
Colorado
$66.2K +$50.4K +1,589 New
HFM
1009
Hartford Financial Management
Connecticut
$64.3K
CFFP
1010
Center for Financial Planning
Michigan
$64K -$3.17K -100 -6%
Vanguard National Trust
1011
Vanguard National Trust
Pennsylvania
$62.7K +$47.8K +1,506 New
GAA
1012
Global Assets Advisory
Florida
$62.1K +$47.3K +1,492 New
IWP
1013
Innova Wealth Partners
Pennsylvania
$62.1K +$47.3K +1,491 New
IBOK
1014
Independence Bank of Kentucky
Kentucky
$61.8K
SEP
1015
Signature Equity Partners
Ohio
$59.8K -$75.6K -2,384 -62%
VCM
1016
Versant Capital Management
Arizona
$59.8K +$32.7K +1,030 +254%
CTA
1017
Colonial Trust Advisors
South Carolina
$59.5K -$5.49K -173 -11%
BWA
1018
Basecamp Wealth Advisors
Washington
$59.3K +$15.2K +478 +51%
BOJHT
1019
Bank of Jackson Hole Trust
Wyoming
$59.1K -$7.93K -250 -15%
ASCM
1020
Adkins Seale Capital Management
Louisiana
$58.8K
AIM
1021
Anchor Investment Management
South Carolina
$57.1K -$16.5K -520 -27%
RBC
1022
Roble Belko & Company
Pennsylvania
$57K +$222 +7 +0.5%
CFB
1023
Cullen/Frost Bankers
Texas
$56K +$1.11K +35 +3%
RS
1024
Rakuten Securities
Japan
$55.8K +$24K +757 +130%
QL
1025
Quarry LP
New York
$55.4K -$7.04K -222 -14%