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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1076
CVA Family Office
Colorado
$120K +$28.3K +230 +39%
PP
1077
PrairieView Partners
Minnesota
$117K
1IA
1078
1834 Investment Advisors
Wisconsin
$117K +$98.6K +800 New
JWA
1079
JFS Wealth Advisors
Pennsylvania
$115K
PMFA
1080
Plante Moran Financial Advisors
Michigan
$114K -$264K -2,140 -73%
JCM
1081
Jacobi Capital Management
Pennsylvania
$114K
VC
1082
Vestor Capital
Illinois
$112K
RCM
1083
Ravenstone Capital Management
$110K +$92.4K +750 New
SIM
1084
Sonora Investment Management
Arizona
$102K
TF
1085
TimeScale Financial
Massachusetts
$102K
CAGAS
1086
Capital Advisory Group Advisory Services
Minnesota
$99K +$2.46K +20 +3%
KTC
1087
Kistler-Tiffany Companies
Pennsylvania
$99K +$34.5K +280 +70%
RIM
1088
Rockbridge Investment Management
New York
$98K -$2.46K -20 -3%
DAC
1089
Dividend Assets Capital
South Carolina
$92K
EI
1090
Ellevest Inc
New York
$91K +$2.46K +20 +3%
MGIM
1091
M&G Investment Management
United Kingdom
$91K +$1.33M +10,770 +2%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$89K -$2.46K -20 -3%
POIA
1093
Pin Oak Investment Advisors
Texas
$88K
TFIPS
1094
Towarzystwo Funduszy Inwestycyjnych PZU SA
$87.7K +$24.6K +200 +50%
First Manhattan
1095
First Manhattan
New York
$87K
LWP
1096
Lumature Wealth Partners
Georgia
$85K -$1.23K -10 -2%
CBT
1097
Central Bank & Trust
Kentucky
$85K
GA
1098
GoalVest Advisory
New York
$85K
SIC
1099
Salem Investment Counselors
North Carolina
$83K
NSIM
1100
North Star Investment Management
Illinois
$80K