Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2626
Venturi Wealth Management
Texas
$172K +$88K +3,197 +108%
WWP
2627
WR Wealth Planners
Missouri
$172K +$11.3K +411 +7%
NC
2628
nVerses Capital
Florida
$171K +$146K +5,300 +663%
SIS
2629
Strategic Investment Solutions
Illinois
$170K +$116K +4,212 New
VFIC
2630
Valley Forge Investment Consultants
Pennsylvania
$169K +$166K +6,037 New
SIC
2631
SJS Investment Consulting
Ohio
$169K -$6.83K -248 -4%
HFM
2632
Hartford Financial Management
Connecticut
$168K +$24.1K +875 +17%
ATC
2633
Advantage Trust Company
Kansas
$166K – – –
CWP
2634
Concord Wealth Partners
Virginia
$160K -$58.1K -2,110 -27%
NICM
2635
Neo Ivy Capital Management
New York
$159K +$156K +5,668 New
DWS
2636
Dynamic Wealth Strategies
California
$158K +$358 +13 +0.2%
PCM
2637
Penserra Capital Management
California
$158K +$143K +5,183 +1,129%
MWM
2638
Mascoma Wealth Management
New Hampshire
$158K -$81.9K -2,975 -35%
BIA
2639
Bell Investment Advisors
California
$158K +$3.77K +137 +2%
S
2640
Sachetta
Massachusetts
$157K +$9.42K +342 +7%
CWM
2641
Cedar Wealth Management
California
$156K -$36.5K -1,325 -19%
SHIM
2642
Stone House Investment Management
Pennsylvania
$155K +$60.2K +2,188 +66%
LTI
2643
Laffer Tengler Investments
Tennessee
$154K +$55 +2 +0%
TWP
2644
Triad Wealth Partners
Kansas
$152K +$150K +5,438 New
CPBTD
2645
Central Pacific Bank - Trust Division
Hawaii
$151K +$13.8K +500 +10%
JWM
2646
Janiczek Wealth Management
Colorado
$150K -$54K -1,960 -27%
SWM
2647
Sugarloaf Wealth Management
Georgia
$150K -$8.26K -300 -5%
PO
2648
Private Ocean
California
$149K -$11.8K -427 -7%
ECM
2649
Elgethun Capital Management
South Dakota
$148K +$1.6K +58 +1%
BSC
2650
Brown Shipley & Co
United Kingdom
$147K -$388K -14,076 -73%