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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1151
Delta Asset Management
Tennessee
$78.5K – – –
CCWM
1152
Cassaday & Co Wealth Management
Virginia
$78.2K +$73.1K +1,081 New
OCM
1153
Orion Capital Management
California
$76.4K – – –
FCAS
1154
First Command Advisory Services
Texas
$75.3K +$4.8K +71 +7%
CHC
1155
City Holding Co
West Virginia
$73.4K – – –
B
1156
Bayban
Minnesota
$72.4K – – –
W
1157
WealthCollab
Washington
$72.1K -$1.89K -28 -3%
SIS
1158
Strategic Investment Solutions
Illinois
$71.5K +$68 +1 +0.1%
KA
1159
Kozak & Associates
Colorado
$69.7K +$203 +3 +0.3%
HIA
1160
Harbor Investment Advisory
Maryland
$68.1K -$4.06K -60 -6%
TCOT
1161
Trust Company of Toledo
Ohio
$67.2K +$13.3K +197 +27%
SGK
1162
Steigerwald Gordon & Koch
Virginia
$66.6K – – –
CBT
1163
CoreFirst Bank & Trust
Kansas
$66.4K – – –
CSC
1164
Caldwell Sutter Capital
California
$65.1K – – –
BL
1165
BFSG LLC
California
$63K -$3.52K -52 -6%
MB
1166
MidFirst Bank
Oklahoma
$62.3K -$60.7K -898 -51%
GSEP
1167
Golden State Equity Partners
California
$61.7K +$57.6K +852 New
TFIPS
1168
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.5K – – –
VWA
1169
Valued Wealth Advisors
Utah
$61.4K +$17.3K +256 +43%
GSWM
1170
Golden State Wealth Management
California
$61.1K +$6.76K +100 +13%
CTWM
1171
Cherry Tree Wealth Management
Minnesota
$59.6K – – –
CT
1172
Clearstead Trust
Maine
$59.4K -$3.25K -48 -6%
XC
1173
XY Capital
Hong Kong
$59K +$55.1K +815 New
MSG
1174
Main Street Group
Virginia
$58.4K +$54.6K +807 New
Bank Julius Baer & Co
1175
Bank Julius Baer & Co
Switzerland
$57.2K – – –