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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1401
CVA Family Office
Colorado
$132K +$543 +2 +0.4%
PMFA
1402
Plante Moran Financial Advisors
Michigan
$130K
FMP
1403
Financial Management Professionals
Texas
$129K +$106K +390 +494%
SS
1404
SBI Securities
Japan
$128K +$2.72K +10 +2%
SNB
1405
Security National Bank
Nebraska
$123K
CSPIA
1406
Cary Street Partners Investment Advisory
Virginia
$123K +$11.7K +43 +11%
RIL
1407
Rothschild Investment LLC
Illinois
$122K +$815 +3 +0.7%
SSG
1408
Summit Securities Group
New York
$120K +$73.3K +270 +159%
VNA
1409
Valley National Advisers
Pennsylvania
$119K +$17.1K +63 +17%
CCA
1410
Catalyst Capital Advisors
New York
$119K -$128K -473 -52%
EPIM
1411
Evelyn Partners Investment Management
$118K
TWD
1412
True Wealth Design
Ohio
$118K +$21.7K +80 +23%
FFC
1413
First Financial Corp
Indiana
$116K
PK
1414
Pflug Koory
Nebraska
$114K
CAM
1415
Close Asset Management
United Kingdom
$110K
CB
1416
Community Bank
New York
$110K
SS
1417
Sunbelt Securities
Texas
$109K -$13.3K -49 -11%
JWA
1418
JFS Wealth Advisors
Pennsylvania
$107K -$272 -1 -0.3%
MCM
1419
Manchester Capital Management
Vermont
$104K -$178K -657 -63%
MFG
1420
Mendota Financial Group
Wisconsin
$104K
LB
1421
Legacy Bridge
Iowa
$103K
TFIPS
1422
Towarzystwo Funduszy Inwestycyjnych PZU SA
$101K +$19K +70 +23%
APW
1423
Aventura Private Wealth
Florida
$99.7K +$8.42K +31 +9%
AI
1424
AXS Investments
New York
$98K +$97.2K +358 New
OAJ
1425
Ogorek Anthony Joseph
New York
$86K +$272 +1 +0.3%