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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
351
True Wealth Design
Ohio
$3.17K +$829 +22 +39%
FCT
352
First Community Trust
Iowa
$2.93K – – –
AWM
353
Atticus Wealth Management
Florida
$2.85K -$377 -10 -13%
OCM
354
Orion Capital Management
California
$2.81K – – –
CFD
355
Creative Financial Designs
Indiana
$2.56K -$188 -5 -7%
TSMHT
356
Thurston Springer Miller Herd & Titak
Indiana
$2.56K +$2.37K +63 New
CA
357
Clearstead Advisors
Ohio
$2.52K +$2.34K +62 New
CSB
358
City State Bank
Iowa
$2.52K – – –
SC
359
SouthState Corp
Florida
$2.44K -$791 -21 -26%
BONH
360
Bank of New Hampshire
New Hampshire
$2.24K -$1.58K -42 -43%
MCM
361
MV Capital Management
Maryland
$2.24K +$829 +22 +67%
EWM
362
Evolution Wealth Management
Florida
$2.15K +$2K +53 New
VCM
363
Versant Capital Management
Arizona
$2.11K +$1.36K +36 +225%
MEG
364
Millstone Evans Group
Colorado
$2.03K – – –
TCOV
365
Trust Company of Vermont
Vermont
$2.03K – – –
WTFG
366
Wood Tarver Financial Group
Idaho
$2K – – –
AW
367
Avion Wealth
Texas
$2K +$2.41K +64 New
MA
368
MCF Advisors
Kentucky
$1.87K – – –
WBC
369
West Branch Capital
Massachusetts
$1.83K – – –
CIAM
370
Caitong International Asset Management
Hong Kong
$1.79K -$42K -1,115 -96%
B
371
Birchbrook
Maine
$1.77K +$38 +1 +2%
PWA
372
Physician Wealth Advisors
Utah
$1.75K +$829 +22 +105%
CFO
373
CVA Family Office
Colorado
$1.71K +$1.58K +42 New
LCM
374
Logan Capital Management
Pennsylvania
$1.63K – – –
CIBC Private Wealth Group
375
CIBC Private Wealth Group
Georgia
$1.63K +$1.13K +30 +300%