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Matsons

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
351
Versant Capital Management
Arizona
$25.8K
BFS
352
Bare Financial Services
Pennsylvania
$23.5K +$8.75K +48 +65%
W
353
WealthCollab
Washington
$22.5K
ST
354
Smithfield Trust
Pennsylvania
$22K
TC
355
Tacita Capital
Ontario, Canada
$21.7K
WA
356
WPG Advisers
Maryland
$21.3K +$12.9K +71 +178%
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$20.8K
VWA
358
Valued Wealth Advisors
Utah
$20.6K +$19.5K +107 New
MA
359
MCF Advisors
Kentucky
$18.6K
CA
360
Clearstead Advisors
Ohio
$17.7K +$5.29K +29 +46%
CFO
361
CVA Family Office
Colorado
$16K +$4.56K +25 +43%
LI
362
LRI Investments
Florida
$15.4K +$1.46K +8 +11%
ACM
363
Accent Capital Management
Ohio
$14K +$2.92K +16 +28%
BBHC
364
Brown Brothers Harriman & Co
New York
$13.8K
KFAS
365
Keating Financial Advisory Services
Kansas
$12.9K +$182 +1 +2%
Barrow, Hanley, Mewhinney & Strauss
366
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.7K +$12K +66 New
JWA
367
JFS Wealth Advisors
Pennsylvania
$11.3K +$1.28K +7 +13%
PK
368
Pflug Koory
Nebraska
$9.61K
TFA
369
Transamerica Financial Advisors
Florida
$9.52K
SIS
370
Strategic Investment Solutions
Illinois
$8.94K
FFO
371
Fortitude Family Office
Arizona
$7.88K +$364 +2 +5%
SC
372
Solstein Capital
California
$7.5K
BIA
373
Bell Investment Advisors
California
$7.11K
HNW
374
High Note Wealth
Minnesota
$6.54K
KG
375
Kilter Group
New York
$6.54K +$182 +1 +3%