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Name Holding Trade Value Shares
Change
Change in
Stake
CVM
1651
Cheviot Value Management
California
$5.71K +$4.57K +40 +400%
PNC
1652
Point Nemo Capital
Texas
$5.71K +$5.71K +50 New
WB
1653
Webster Bank
Connecticut
$5.59K – – –
TCOT
1654
Trust Company of Toledo
Ohio
$5.59K +$5.59K +49 New
MCM
1655
MV Capital Management
Maryland
$5.48K -$571 -5 -9%
HWM
1656
HighMark Wealth Management
Minnesota
$5.37K -$114 -1 -2%
VFM
1657
Vision Financial Markets
Connecticut
$4.87K – – –
CWM
1658
Copia Wealth Management
Oregon
$4.8K – – –
RFG
1659
REAP Financial Group
Texas
$4.68K +$4.57K +40 +4,000%
VNA
1660
Valley National Advisers
Pennsylvania
$4.57K -$114 -1 -2%
AIM
1661
Axiom Investment Management
New York
$4.57K +$4.57K +40 New
CAN
1662
Capital Advisor Network
Indiana
$4.34K +$342 +3 +9%
C
1663
Covestor
United Kingdom
$4K -$456 -4 -10%
AWA
1664
Acumen Wealth Advisors
Tennessee
$4K – – –
CIAM
1665
Caitong International Asset Management
Hong Kong
$4K +$3.99K +35 New
VWM
1666
Vermillion Wealth Management
Minnesota
$3.77K -$1.03K -9 -21%
GFL
1667
Granite FO LLC
New Hampshire
$3.77K – – –
TWD
1668
True Wealth Design
Ohio
$3.43K -$8.9K -78 -72%
PWMG
1669
Prestige Wealth Management Group
New Jersey
$3.43K – – –
SGK
1670
Steigerwald Gordon & Koch
Virginia
$3.31K – – –
WAS
1671
Winch Advisory Services
Wisconsin
$3.31K – – –
WA
1672
Whipplewood Advisors
Colorado
$3.2K -$75.4K -661 -96%
BFS
1673
Beacon Financial Strategies
North Carolina
$3.08K – – –
RBC
1674
Roble Belko & Company
Pennsylvania
$3K – – –
RWS
1675
Retirement Wealth Solutions
Wisconsin
$2.51K – – –