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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
1001
Verdence Capital Advisors
Maryland
$4.89M +$412K +4,393 +10%
BFO
1002
Boston Family Office
Massachusetts
$4.89M +$59.7K +636 +1%
FPF
1003
First Pacific Financial
Washington
$4.88M -$115K -1,224 -3%
MIM
1004
Martin Investment Management
Florida
$4.87M -$293K -3,123 -6%
HCM
1005
Hengehold Capital Management
Ohio
$4.86M +$28.3K +302 +0.7%
MWM
1006
MOKAN Wealth Management
Kansas
$4.86M -$449K -4,785 -9%
CCG
1007
Chatham Capital Group
Georgia
$4.86M +$11.7K +125 +0.3%
CW
1008
CreativeOne Wealth
Kansas
$4.85M -$146K -1,559 -3%
OCBCO
1009
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.84M -$1.89M -20,168 -30%
CAC
1010
Core Alternative Capital
Georgia
$4.82M +$153K +1,633 +4%
NA
1011
Nordwand Advisors
Pennsylvania
$4.8M -$43.3K -461 -1%
FWM
1012
Finer Wealth Management
Massachusetts
$4.8M +$164K +1,746 +4%
VVP
1013
Venture Visionary Partners
Ohio
$4.79M +$211K +2,250 +5%
HW
1014
HORAN Wealth
Ohio
$4.78M +$30.6K +326 +0.7%
STS
1015
SG Trading Solutions
Utah
$4.78M +$4.26M +45,373 New
VSQM
1016
V-Square Quantitative Management
Illinois
$4.77M -$614K -6,541 -13%
IGAM
1017
iA Global Asset Management
Quebec, Canada
$4.76M +$1.74M +18,559 +69%
GVAG
1018
Great Valley Advisor Group
Delaware
$4.76M -$172K -1,828 -4%
CAIM
1019
Catherine Avery Investment Management
Florida
$4.75M -$416K -4,430 -9%
MLL
1020
Moody Lynn & Lieberson
Massachusetts
$4.75M +$801K +8,530 +23%
TC
1021
TwinBeech Capital
New York
$4.75M +$4.23M +45,097 New
MDCM
1022
Morgan Dempsey Capital Management
Wisconsin
$4.74M -$408K -4,347 -9%
RWM
1023
Rench Wealth Management
Texas
$4.74M -$47.6K -507 -1%
DIA
1024
Dana Investment Advisors
Wisconsin
$4.73M -$8.82K -94 -0.2%
VNA
1025
Valley National Advisers
Pennsylvania
$4.73M -$154K -1,645 -4%