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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1401
Pacific Center for Financial Services
California
$137K – – –
MHR
1402
Matthew Hamilton Rosenberg
$133K – – –
CFO
1403
CVA Family Office
Colorado
$132K +$543 +2 +0.4%
PMFA
1404
Plante Moran Financial Advisors
Michigan
$130K – – –
FMP
1405
Financial Management Professionals
Texas
$129K +$106K +390 +494%
SS
1406
SBI Securities
Japan
$128K +$2.72K +10 +2%
SNB
1407
Security National Bank
Nebraska
$123K – – –
CSPIA
1408
Cary Street Partners Investment Advisory
Virginia
$123K +$11.7K +43 +11%
RIL
1409
Rothschild Investment LLC
Illinois
$122K +$815 +3 +0.7%
SSG
1410
Summit Securities Group
New York
$120K +$73.3K +270 +159%
VNA
1411
Valley National Advisers
Pennsylvania
$119K +$17.1K +63 +17%
CCA
1412
Catalyst Capital Advisors
New York
$119K -$128K -473 -52%
EPIM
1413
Evelyn Partners Investment Management
$118K – – –
TWD
1414
True Wealth Design
Ohio
$118K +$21.7K +80 +23%
FFC
1415
First Financial Corp
Indiana
$116K – – –
PK
1416
Pflug Koory
Nebraska
$114K – – –
CAM
1417
Close Asset Management
United Kingdom
$110K – – –
CB
1418
Community Bank
New York
$110K – – –
SS
1419
Sunbelt Securities
Texas
$109K -$13.3K -49 -11%
JWA
1420
JFS Wealth Advisors
Pennsylvania
$107K -$272 -1 -0.3%
MCM
1421
Manchester Capital Management
Vermont
$104K -$178K -657 -63%
MFG
1422
Mendota Financial Group
Wisconsin
$104K – – –
LB
1423
Legacy Bridge
Iowa
$103K – – –
TFIPS
1424
Towarzystwo Funduszy Inwestycyjnych PZU SA
$101K +$19K +70 +23%
APW
1425
Aventura Private Wealth
Florida
$99.7K +$8.42K +31 +9%