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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1576
CVA Family Office
Colorado
$1.37M +$10.5K +28 +0.8%
CWP
1577
Curated Wealth Partners
California
$1.37M – – –
WAS
1578
Winch Advisory Services
Wisconsin
$1.36M -$37.5K -100 -3%
JDR
1579
Jay D. Rosenbaum
$1.36M -$174K -465 -12%
MSFS
1580
Main Street Financial Solutions
Pennsylvania
$1.36M +$67.9K +181 +6%
PCMF
1581
Private Capital Management (Florida)
Florida
$1.35M +$742K +1,978 +136%
CSI
1582
Cross Staff Investments
New York
$1.35M -$83.7K -223 -6%
BOPW
1583
Brandywine Oak Private Wealth
Pennsylvania
$1.34M -$6.38K -17 -0.5%
CWA
1584
Consilium Wealth Advisory
Texas
$1.34M +$222K +592 +21%
LCGC
1585
Legacy Capital Group California
California
$1.34M +$468K +1,248 +58%
AL
1586
Aspiriant LLC
California
$1.34M -$30K -80 -2%
QP
1587
Quilter Plc
United Kingdom
$1.33M +$128K +342 +34%
SAM
1588
Steinberg Asset Management
New York
$1.33M – – –
KP
1589
Keel Point
Alabama
$1.32M +$1.88K +5 +0.1%
CC
1590
Cipher Capital
New York
$1.32M -$572K -1,525 -31%
WCM
1591
Whitener Capital Management
North Carolina
$1.32M – – –
KFP
1592
KB Financial Partners
New Jersey
$1.32M +$771K +2,055 +157%
AAP
1593
Arax Advisory Partners
Colorado
$1.32M -$11.3K -30 -0.9%
GFG
1594
Goldstone Financial Group
Illinois
$1.32M +$301K +803 +31%
KWA
1595
Kingswood Wealth Advisors
California
$1.32M +$1.26M +3,355 New
PSP
1596
Principal Street Partners
Tennessee
$1.32M +$183K +489 +17%
HFG
1597
Heron Financial Group
New York
$1.31M +$11.3K +30 +0.9%
BTI
1598
Blue Trust Inc
Georgia
$1.31M -$925K -2,464 -41%
RZH
1599
Relyea Zuckerberg Hanson
Connecticut
$1.31M +$63.8K +170 +5%
CF
1600
Copperwynd Financial
Arizona
$1.31M +$12.4K +33 +1%