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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1101
Center for Financial Planning
Michigan
$30.4K – – –
PF
1102
PlanVest Financial
Maryland
$29.5K +$93 +2 +0.3%
SCM
1103
Silvant Capital Management
Georgia
$29K – – –
BFS
1104
Beacon Financial Strategies
North Carolina
$28.1K – – –
OCWP
1105
Owl Creek Wealth Partners
Colorado
$28.1K +$4.16K +90 +18%
CWP
1106
Concord Wealth Partners
Virginia
$28K +$27.8K +600 New
EWP
1107
Elevation Wealth Partners
California
$27.7K +$22.4K +484 +440%
Vanguard National Trust
1108
Vanguard National Trust
Pennsylvania
$26.9K -$31K -671 -54%
FP
1109
Financial Perspectives
Minnesota
$26.3K +$231 +5 +0.9%
EB
1110
Eastern Bank
Massachusetts
$26.1K +$25.9K +559 New
FFO
1111
Fortitude Family Office
Arizona
$26K -$9.16K -198 -26%
CHC
1112
City Holding Co
West Virginia
$25.9K -$9.25K -200 -26%
AIM
1113
Axiom Investment Management
New York
$25.5K – – –
AIM
1114
Anchor Investment Management
South Carolina
$25.5K +$231 +5 +0.9%
BGAI
1115
Bruce G. Allen Investments
Colorado
$24.8K -$509 -11 -2%
KG
1116
Kilter Group
New York
$24.5K -$8K -173 -25%
MWM
1117
Mosley Wealth Management
California
$24.3K +$24.1K +521 New
O
1118
Ossiam
France
$24.1K -$1.61M -34,697 -99%
HWP
1119
Highline Wealth Partners
California
$24.1K +$8.84K +191 +59%
BIA
1120
Bell Investment Advisors
California
$23.4K -$1.8K -39 -7%
EWM
1121
Evolution Wealth Management
Florida
$23.3K – – –
FFC
1122
First Financial Corp
Indiana
$23.3K – – –
SMBT
1123
Southern Michigan Bank & Trust
Michigan
$23.3K +$4.63K +100 +25%
TFA
1124
Transamerica Financial Advisors
Florida
$23.2K +$11.3K +244 +96%
STB
1125
S&T Bank
Pennsylvania
$23.1K +$22.9K +496 New