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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1876
Valley National Advisers
Pennsylvania
$122K +$1.03K +7 +0.8%
HAS
1877
HBW Advisory Services
California
$122K -$2.67M -18,148 -86%
CSPIA
1878
Cary Street Partners Investment Advisory
Virginia
$121K +$39.8K +271 +49%
RF
1879
Robinswood Financial
Washington
$118K +$147 +1 +0.1%
ETS
1880
ESL Trust Services
New York
$117K
LFASL
1881
Lugano Financial Advisors SA (LFA)
Switzerland
$117K
CWM
1882
Consultiva Wealth Management
Puerto Rico
$117K +$118K +800 New
VEA
1883
Virtus ETF Advisers
New York
$117K +$117K +794 New
OWP
1884
ORG Wealth Partners
Texas
$115K +$96.4K +656 +542%
RF
1885
Rossby Financial
Florida
$115K +$123K +835 New
CWP
1886
Concord Wealth Partners
Virginia
$114K -$27.2K -185 -19%
KFGG
1887
Keystone Financial Group (Georgia)
Georgia
$114K +$588 +4 +0.5%
MAM
1888
Marquette Asset Management
Minnesota
$113K
DEM
1889
Disciplined Equity Management
Florida
$112K -$2.26M -15,413 -95%
EWP
1890
Elevation Wealth Partners
California
$112K
MHR
1891
Matthew Hamilton Rosenberg
$111K
CHC
1892
City Holding Co
West Virginia
$111K -$25K -170 -18%
RCM
1893
Richardson Capital Management
Wisconsin
$110K +$110K +751 New
AWM
1894
Ameliora Wealth Management
Switzerland
$110K
PWMA
1895
Pension & Wealth Management Advisors
Massachusetts
$110K
BCMLT
1896
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K +$1.91K +13 +2%
BONH
1897
Bank of New Hampshire
New Hampshire
$106K -$6.61K -45 -6%
RMP
1898
Richards, Merrill & Peterson
Washington
$106K
GWSG
1899
GPS Wealth Strategies Group
Colorado
$104K -$15.6K -106 -13%
VWM
1900
Vermillion Wealth Management
Minnesota
$104K +$294 +2 +0.3%