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Name Holding Trade Value Shares
Change
Change in
Stake
RF
901
Robinswood Financial
Washington
$42.5K – – –
UB
902
UMB Bank
Missouri
$41.9K -$1.13K -3 -3%
CPG
903
Cornerstone Planning Group
New Jersey
$41.8K -$5.67K -15 -13%
QWM
904
Quaker Wealth Management
New Jersey
$41K – – –
AUB
905
Atlantic Union Bankshares
Virginia
$40.2K – – –
UBP
906
Union Bancaire Privee
Switzerland
$39.6K +$41.6K +110 New
DIP
907
DT Investment Partners
Pennsylvania
$39K – – –
KFG
908
Kingdom Financial Group
Arizona
$39K +$4.54K +12 +14%
MA
909
Montag & Associates
Georgia
$38.2K – – –
HWA
910
Heritage Wealth Advisors
Virginia
$37.8K -$37.8K -100 -52%
GA
911
GoalVest Advisory
New York
$35.8K +$3.02K +8 +10%
Walleye Capital
912
Walleye Capital
New York
$34.6K +$29.5K +78 +975%
SWM
913
Spire Wealth Management
Virginia
$33.4K -$10.6K -28 -25%
PCFFS
914
Pacific Center for Financial Services
California
$32.2K – – –
CFO
915
CVA Family Office
Colorado
$31.4K -$1.51K -4 -5%
GLF
916
Groupe la Francaise
France
$31.4K +$3.02K +8 +11%
CA
917
Crewe Advisors
Utah
$29.8K +$14.4K +38 +106%
UOTTAIMCU
918
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$29.4K -$26.5K -70 -49%
TSMHT
919
Thurston Springer Miller Herd & Titak
Indiana
$29K – – –
TFIPS
920
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.2K – – –
EF
921
Entrust Financial
Pennsylvania
$27.4K +$7.94K +21 +45%
NAAA
922
New Age Alpha Advisors
New York
$27.4K -$186K -491 -88%
AW
923
Ankerstar Wealth
Texas
$27.3K – – –
BWL
924
Bogart Wealth LLC
Virginia
$27.3K +$9.83K +26 +62%
SIC
925
Salem Investment Counselors
North Carolina
$26.6K – – –