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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1026
Centiva Capital
New York
$95.9K +$98.2K +1,243 New
CFG
1027
CKW Financial Group
Hawaii
$95K
TFA
1028
Toth Financial Advisory
Virginia
$94.9K -$1.58K -20 -2%
SFCL
1029
Strengthening Families & Communities LLC
Massachusetts
$92K +$43.1K +546 +85%
CFB
1030
Cullen/Frost Bankers
Texas
$90K -$24.4K -309 -21%
TFIPS
1031
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.7K
SWM
1032
Sugarloaf Wealth Management
Georgia
$86.4K
OSNBOA
1033
Old Second National Bank of Aurora
Illinois
$85.7K
CFO
1034
CVA Family Office
Colorado
$85.1K
RAM
1035
Ramirez Asset Management
New York
$84.9K
OCM
1036
Orion Capital Management
California
$84.5K
LF
1037
LifeSteps Financial
California
$83.3K +$85.3K +1,080 New
EDRH
1038
Edmond de Rothschild Holding
Switzerland
$83.3K -$40.3K -510 -32%
PWA
1039
Provenance Wealth Advisors
Florida
$82.9K +$33.5K +424 +65%
MSG
1040
Main Street Group
Virginia
$82K +$6.32K +80 +8%
FFA
1041
First Foundation Advisors
California
$79.3K -$3.95K -50 -5%
NSIM
1042
North Star Investment Management
Illinois
$77.2K
TCOV
1043
Trust Company of Vermont
Vermont
$77.2K
FMTCOCP
1044
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K
WWM
1045
Wolff Wiese Magana
California
$75.1K +$3.71K +47 +5%
ANBT
1046
American National Bank & Trust
Texas
$74.9K +$68.7K +870 +870%
JWA
1047
JFS Wealth Advisors
Pennsylvania
$73.9K +$6.08K +77 +9%
RFG
1048
RFP Financial Group
Georgia
$68.3K
JWM
1049
Janiczek Wealth Management
Colorado
$68.1K
HWP
1050
Highline Wealth Partners
California
$65.6K