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Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
976
First Command Advisory Services
Texas
$123K +$27.5K +306 +29%
CFO
977
CVA Family Office
Colorado
$122K +$40.3K +449 +51%
BF
978
BOK Financial
Oklahoma
$117K -$17.1K -190 -13%
OL
979
OneFund LLC
Florida
$116K -$19.5K -217 -15%
VT
980
Volterra Technologies
New York
$114K +$112K +1,252 New
TSMHT
981
Thurston Springer Miller Herd & Titak
Indiana
$113K -$8.8K -98 -7%
SWA
982
SOA Wealth Advisors
New York
$113K +$90 +1 +0.1%
NF
983
Napier Financial
Massachusetts
$110K +$109K +1,211 New
PWPS
984
Pinnacle Wealth Planning Services
Ohio
$108K +$629 +7 +0.6%
MSFP
985
Mark Sheptoff Financial Planning
Connecticut
$105K -$27K -300 -23%
PB
986
Prosperity Bancshares
Texas
$100K +$53.6K +597 +118%
IWS
987
Intentional Wealth Strategies
Colorado
$100K +$98.8K +1,100 New
CYG
988
Clean Yield Group
Vermont
$97.9K – – –
1IA
989
1620 Investment Advisors
Massachusetts
$97.5K -$1.98K -22 -2%
DJSG
990
D.J. St. Germain
Massachusetts
$96.5K – – –
SIC
991
Salem Investment Counselors
North Carolina
$92.5K +$91.3K +1,016 New
CAM
992
Costello Asset Management
Pennsylvania
$92.2K +$90 +1 +0.1%
RWM
993
Raffa Wealth Management
District of Columbia
$91K +$809 +9 +0.9%
WC
994
Westwind Capital
New Mexico
$91K +$89.7K +998 New
EB
995
Eastern Bank
Massachusetts
$81K +$57.6K +641 +257%
WA
996
WPG Advisers
Maryland
$78.9K -$16.4K -182 -17%
CB
997
CNB Bank
Pennsylvania
$76.5K -$4.4K -49 -6%
MMCM
998
Murphy & Mullick Capital Management
New York
$75.1K -$213K -2,370 -74%
BC
999
Bayforest Capital
United Kingdom
$74.1K +$65K +724 +804%
FWA
1000
Flagship Wealth Advisors
Massachusetts
$73K – – –