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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
601
Stone House Investment Management
Pennsylvania
$19.3K +$14.8K +162 +395%
PB
602
Pinnacle Bancorp
Nebraska
$19.3K +$18.5K +203 New
MCI
603
MRP Capital Investments
Georgia
$19K – – –
VNA
604
Valley National Advisers
Pennsylvania
$19K – – –
VWA
605
Valued Wealth Advisors
Utah
$18K – – –
CCWM
606
Cassaday & Co Wealth Management
Virginia
$17.9K +$365 +4 +2%
AUB
607
Atlantic Union Bankshares
Virginia
$17.1K – – –
DWM
608
Dogwood Wealth Management
Kansas
$17.1K +$5.02K +55 +44%
FFO
609
Fortitude Family Office
Arizona
$16.1K – – –
RF
610
Roxbury Financial
New Jersey
$16K – – –
RF
611
Rossby Financial
Florida
$15.9K +$1.82K +20 +14%
SWA
612
SOA Wealth Advisors
New York
$15.7K +$1.44M +15,748 New
CFFP
613
Center for Financial Planning
Michigan
$15.5K – – –
VWM
614
Vermillion Wealth Management
Minnesota
$15.2K – – –
ACA
615
American Capital Advisory
Idaho
$14.5K -$1.55K -17 -10%
Federated Hermes
616
Federated Hermes
Pennsylvania
$14.4K -$730 -8 -5%
HP
617
Havemeyer Place
Connecticut
$14.2K -$644K -7,057 -98%
AT
618
Arlington Trust
Alabama
$14.1K – – –
DSC
619
Duncker Streett & Co
Missouri
$14.1K – – –
PCM
620
Penserra Capital Management
California
$14K +$3.19K +35 +30%
NSIM
621
North Star Investment Management
Illinois
$13.9K +$548 +6 +4%
MCM
622
MV Capital Management
Maryland
$13.6K -$1.37K -15 -9%
CFO
623
CVA Family Office
Colorado
$12.9K – – –
IBOK
624
Independence Bank of Kentucky
Kentucky
$12.9K – – –
GSWM
625
Golden State Wealth Management
California
$11.9K +$365 +4 +3%