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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
701
Basecamp Wealth Advisors
Washington
$92.7K -$3.3K -11 -4%
CFO
702
CVA Family Office
Colorado
$83.6K +$10.2K +34 +16%
GWM
703
Geneos Wealth Management
Colorado
$78.6K – – –
FHC
704
First Horizon Corporation
Tennessee
$76.2K +$1.5K +5 +2%
SG
705
Sankala Group
Colorado
$75.9K – – –
MAM
706
Morse Asset Management
Connecticut
$73.9K – – –
TFIPS
707
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68.9K – – –
MCA
708
McGuire Capital Advisors
Oklahoma
$67.2K – – –
CAM
709
Close Asset Management
United Kingdom
$67K – – –
CA
710
CoreCap Advisors
Michigan
$66.2K +$55.2K +184 +1,415%
PPC
711
Park Place Capital
Alabama
$64.8K +$19.5K +65 +51%
AUB
712
Atlantic Union Bankshares
Virginia
$63.8K +$34.5K +115 +153%
VSQM
713
V-Square Quantitative Management
Illinois
$63.1K -$65.7K -219 -54%
PWPS
714
Pinnacle Wealth Planning Services
Ohio
$60.5K -$1.2K -4 -2%
WETS
715
Wealth Enhancement Trust Services
South Dakota
$60.5K – – –
PFBT
716
Parkside Financial Bank & Trust
Missouri
$59.8K +$11.4K +38 +27%
UOTTAIMCU
717
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$57.8K +$21.9K +73 +74%
RF
718
Rossby Financial
Florida
$52.7K -$8.4K -28 -15%
MPWT
719
MassMutual Private Wealth & Trust
Connecticut
$50.4K -$1.5K -5 -3%
SA
720
Strategic Advocates
Utah
$48.4K +$8.7K +29 +25%
NF
721
Napier Financial
Massachusetts
$47K – – –
CCWM
722
Cassaday & Co Wealth Management
Virginia
$45.3K -$1.5K -5 -4%
SWP
723
Strategic Wealth Partners
Ohio
$43.3K – – –
AWM
724
Abound Wealth Management
Tennessee
$41.7K -$300 -1 -0.8%
FFO
725
Fortitude Family Office
Arizona
$41.7K +$25.2K +84 +210%