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NVR
NVR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
601
CX Institutional
Indiana
$33K +$7.29K +1 +25%
SFG
602
Strive Financial Group
Indiana
$33K +$7.29K +1 +25%
OC
603
Oakworth Capital
Alabama
$32.9K – – –
EWA
604
EverSource Wealth Advisors
Alabama
$29.1K -$36.4K -5 -56%
ST
605
Smithfield Trust
Pennsylvania
$28K – – –
TFA
606
Toth Financial Advisory
Virginia
$26.4K – – –
VCM
607
Versant Capital Management
Arizona
$26.4K -$43.7K -6 -60%
UFF
608
USA Financial Formulas
Michigan
$26.4K -$21.9K -3 -43%
FFO
609
Fortitude Family Office
Arizona
$26.4K – – –
KFI
610
Key Financial Inc
Pennsylvania
$26.4K – – –
TFIPS
611
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.4K – – –
IA
612
IFP Advisors
Florida
$26.4K +$29.2K +4 New
HNB
613
Huntington National Bank
Ohio
$19.8K -$87.5K -12 -80%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$19.8K – – –
LSA
615
Leonteq Securities AG
Switzerland
$19.8K – – –
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$19.8K – – –
LI
617
LRI Investments
Florida
$19.8K +$7.29K +1 +50%
CFO
618
CVA Family Office
Colorado
$19.8K +$14.6K +2 +200%
WIM
619
Westside Investment Management
California
$13.3K – – –
ZBNA
620
Zions Bancorporation, National Association
Utah
$13.2K -$36.4K -5 -71%
RFP
621
Root Financial Partners
California
$13.2K -$14.6K -2 -50%
VWA
622
Valued Wealth Advisors
Utah
$13.2K -$14.6K -2 -50%
AGWCA
623
Annis Gardner Whiting Capital Advisors
Florida
$13.2K -$7.29K -1 -33%
GA
624
GoalVest Advisory
New York
$13.2K -$7.29K -1 -33%
CMBA
625
C.M. Bidwell & Associates
Hawaii
$13.2K – – –
23 24
25
26 27