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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1151
Cassaday & Co Wealth Management
Virginia
$78.2K +$73.1K +1,081 New
OCM
1152
Orion Capital Management
California
$76.4K
FCAS
1153
First Command Advisory Services
Texas
$75.3K +$4.8K +71 +7%
CHC
1154
City Holding Co
West Virginia
$73.4K
B
1155
Bayban
Minnesota
$72.4K
W
1156
WealthCollab
Washington
$72.1K -$1.89K -28 -3%
SIS
1157
Strategic Investment Solutions
Illinois
$71.5K +$68 +1 +0.1%
KA
1158
Kozak & Associates
Colorado
$69.7K +$203 +3 +0.3%
HIA
1159
Harbor Investment Advisory
Maryland
$68.1K -$4.06K -60 -6%
TCOT
1160
Trust Company of Toledo
Ohio
$67.2K +$13.3K +197 +27%
SGK
1161
Steigerwald Gordon & Koch
Virginia
$66.6K
CBT
1162
CoreFirst Bank & Trust
Kansas
$66.4K
CSC
1163
Caldwell Sutter Capital
California
$65.1K
BL
1164
BFSG LLC
California
$63K -$3.52K -52 -6%
MB
1165
MidFirst Bank
Oklahoma
$62.3K -$60.7K -898 -51%
GSEP
1166
Golden State Equity Partners
California
$61.7K +$57.6K +852 New
TFIPS
1167
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.5K
VWA
1168
Valued Wealth Advisors
Utah
$61.4K +$17.3K +256 +43%
GSWM
1169
Golden State Wealth Management
California
$61.1K +$6.76K +100 +13%
CTWM
1170
Cherry Tree Wealth Management
Minnesota
$59.6K
CT
1171
Clearstead Trust
Maine
$59.4K -$3.25K -48 -6%
XC
1172
XY Capital
Hong Kong
$59K +$55.1K +815 New
MSG
1173
Main Street Group
Virginia
$58.4K +$54.6K +807 New
Bank Julius Baer & Co
1174
Bank Julius Baer & Co
Switzerland
$57.2K
AFC
1175
Ares Financial Consulting
California
$56.3K +$27.1K +400 +101%