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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1076
Abound Wealth Management
Tennessee
$63.8K -$6.07K -93 -7%
BF
1077
BOK Financial
Oklahoma
$63K -$1.76K -27 -2%
CFFP
1078
Center for Financial Planning
Michigan
$62.5K – – –
CSB
1079
City State Bank
Iowa
$62K – – –
OA
1080
Operose Advisors
Wisconsin
$61.1K – – –
BDPWM
1081
Barnes Dennig Private Wealth Management
Ohio
$60.6K -$2.81K -43 -4%
DAM
1082
Delta Asset Management
Tennessee
$60.2K – – –
CCWM
1083
Cassaday & Co Wealth Management
Virginia
$60K – – –
C
1084
Covestor
United Kingdom
$60K +$49K +751 +228%
DWM
1085
Dogwood Wealth Management
Kansas
$59.5K -$143K -2,194 -67%
CHC
1086
City Holding Co
West Virginia
$58.9K +$2.94K +45 +4%
CT
1087
Clearstead Trust
Maine
$58.6K +$15.3K +235 +29%
OCM
1088
Orion Capital Management
California
$58.6K – – –
KA
1089
Kozak & Associates
Colorado
$57.8K +$196 +3 +0.3%
GBT
1090
Grove Bank & Trust
Florida
$56.3K -$402K -6,160 -86%
NAAA
1091
New Age Alpha Advisors
New York
$56.2K +$25.3K +388 +62%
B
1092
Bayban
Minnesota
$55.5K – – –
W
1093
WealthCollab
Washington
$55.4K – – –
WA
1094
WPG Advisers
Maryland
$55.3K -$12.7K -195 -16%
HIA
1095
Harbor Investment Advisory
Maryland
$52.3K – – –
SGK
1096
Steigerwald Gordon & Koch
Virginia
$51.1K – – –
CBT
1097
CoreFirst Bank & Trust
Kansas
$51K – – –
MCI
1098
MRP Capital Investments
Georgia
$50K +$11.4K +175 +24%
CSC
1099
Caldwell Sutter Capital
California
$50K – – –
BL
1100
BFSG LLC
California
$48.3K – – –