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Name Holding Trade Value Shares
Change
Change in
Stake
VFM
1601
Vision Financial Markets
Connecticut
$70.3K +$69.8K +250 New
ANBT
1602
American National Bank & Trust
Texas
$68.9K +$55.8K +200 +444%
GKIM
1603
GW&K Investment Management
Massachusetts
$67K -$558 -2 -0.8%
VWM
1604
Venturi Wealth Management
Texas
$66.1K +$3.63K +13 +6%
PFT
1605
Providence First Trust
Arizona
$65.5K +$65K +233 New
AEPWM
1606
Atlantic Edge Private Wealth Management
Florida
$63.3K -$31.8K -114 -34%
BT
1607
Banque Transatlantique
France
$62.1K +$60K +215 New
CTB
1608
Country Trust Bank
Illinois
$61.9K – – –
HWM
1609
Hemington Wealth Management
Virginia
$58K +$12.6K +45 +27%
CAM
1610
Creekmur Asset Management
Illinois
$57.7K -$13.7K -49 -19%
W
1611
WealthCollab
Washington
$57.4K – – –
CCC
1612
Chelsea Counsel Company
California
$56.5K – – –
IIM
1613
Intact Investment Management
Quebec, Canada
$56.3K -$19.5K -70 -26%
AWM
1614
Avondale Wealth Management
Texas
$56.3K – – –
FC
1615
Family CFO
California
$56.3K – – –
MFC
1616
Mechanics Financial Corp
Ohio
$56.3K – – –
BWM
1617
Bullock Wealth Management
Indiana
$54.6K – – –
AAP
1618
Arax Advisory Partners
Colorado
$54K +$10.9K +39 +25%
WWP
1619
WR Wealth Planners
Missouri
$53.4K +$1.95K +7 +4%
PWMA
1620
Pension & Wealth Management Advisors
Massachusetts
$53.1K – – –
TFA
1621
Toth Financial Advisory
Virginia
$52.6K – – –
ZB
1622
Zions Bancorporation
Utah
$52K -$1.4K -5 -3%
AIP
1623
Arrowpoint Investment Partners
Singapore
$51.8K +$51.4K +184 New
PG
1624
Proffitt & Goodson
Tennessee
$50.9K – – –
HWA
1625
Heritage Wealth Advisors
Virginia
$50.6K -$55.8K -200 -53%