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Name Holding Trade Value Shares
Change
Change in
Stake
VT
601
Volterra Technologies
New York
$699K +$760K +33,420 New
TWPM
602
Total Wealth Planning & Management
Florida
$698K +$759K +33,364 New
SAA
603
Southeast Asset Advisors
Georgia
$696K -$29.4K -1,292 -4%
CPIA
604
Cornell Pochily Investment Advisors
New York
$694K +$446K +19,609 +145%
HKIM
605
Hayek Kallen Investment Management
Alabama
$689K +$59.4K +2,610 +9%
SFSG
606
Sound Financial Strategies Group
Mississippi
$688K +$22.6K +994 +3%
LFG
607
Larson Financial Group
Missouri
$687K -$40.3K -1,773 -5%
LCWP
608
Legacy Capital Wealth Partners
Arkansas
$672K -$2.41K -106 -0.3%
CNBT
609
Canandaigua National Bank & Trust
New York
$672K +$32K +1,407 +5%
QWM
610
Quadcap Wealth Management
Texas
$663K -$28.3K -1,243 -4%
AWG
611
Altus Wealth Group
Colorado
$657K +$11.9K +524 +2%
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$654K +$43.7K +1,923 +7%
HT
613
Headlands Technologies
Illinois
$648K +$704K +30,962 New
CPCPP
614
Canada Post Corporation Pension Plan
Canada
$645K +$701K +30,829 New
GI
615
GAMMA Investing
California
$643K +$135K +5,925 +24%
WWM
616
Whalen Wealth Management
Nevada
$642K +$698K +30,678 New
GCP
617
GSA Capital Partners
United Kingdom
$639K -$259K -11,369 -27%
VCM
618
Violich Capital Management
California
$633K -$133K -5,862 -16%
SS
619
Sunbelt Securities
Texas
$622K +$28.1K +1,237 +4%
BAM
620
Boyar Asset Management
New York
$621K +$5.21K +229 +0.8%
CCT
621
Chemung Canal Trust
New York
$621K -$67.7K -2,978 -9%
DLA
622
Douglas Lane & Associates
New York
$613K -$944K -41,519 -59%
MAS
623
Meeder Advisory Services
Ohio
$612K +$69K +3,033 +12%
OAM
624
Ostrum Asset Management
France
$609K -$18.9K -831 -3%
JF
625
Joule Financial
Kentucky
$609K +$2.39K +105 +0.4%