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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
601
Cassaday & Co Wealth Management
Virginia
$17.9K +$365 +4 +2%
AUB
602
Atlantic Union Bankshares
Virginia
$17.1K
DWM
603
Dogwood Wealth Management
Kansas
$17.1K +$5.02K +55 +44%
FFO
604
Fortitude Family Office
Arizona
$16.1K
RF
605
Roxbury Financial
New Jersey
$16K
RF
606
Rossby Financial
Florida
$15.9K +$1.82K +20 +14%
SWA
607
SOA Wealth Advisors
New York
$15.7K +$1.44M +15,748 New
CFFP
608
Center for Financial Planning
Michigan
$15.5K
VWM
609
Vermillion Wealth Management
Minnesota
$15.2K
ACA
610
American Capital Advisory
Idaho
$14.5K -$1.55K -17 -10%
Federated Hermes
611
Federated Hermes
Pennsylvania
$14.4K -$730 -8 -5%
HP
612
Havemeyer Place
Connecticut
$14.2K -$644K -7,057 -98%
AT
613
Arlington Trust
Alabama
$14.1K
DSC
614
Duncker Streett & Co
Missouri
$14.1K
PCM
615
Penserra Capital Management
California
$14K +$3.19K +35 +30%
NSIM
616
North Star Investment Management
Illinois
$13.9K +$548 +6 +4%
MCM
617
MV Capital Management
Maryland
$13.6K -$1.37K -15 -9%
CFO
618
CVA Family Office
Colorado
$12.9K
IBOK
619
Independence Bank of Kentucky
Kentucky
$12.9K
GSWM
620
Golden State Wealth Management
California
$11.9K +$365 +4 +3%
RIAS
621
Rachor Investment Advisory Services
Michigan
$11.4K
BC
622
Bayforest Capital
United Kingdom
$11.1K +$10.7K +117 New
RRMM
623
Regatta Research & Money Management
Louisiana
$10.9K +$10.5K +115 New
CA
624
Continuum Advisory
Idaho
$10.8K +$10.4K +114 New
HIMS
625
Hager Investment Management Services
New Hampshire
$10.7K +$10.2K +112 New