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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1301
Harbor Investment Advisory
Maryland
$136K -$8.88K -111 -6%
Spire Wealth Management
1302
Spire Wealth Management
Virginia
$136K -$23.7K -296 -15%
CH
1303
Cromwell Holdings
Wyoming
$135K – – –
CBT
1304
Crews Bank & Trust
Florida
$135K +$13.9K +174 +12%
PFSC
1305
Peoples Financial Services Corp
Pennsylvania
$134K – – –
MIM
1306
MTM Investment Management
South Carolina
$133K – – –
HWA
1307
Heartwood Wealth Advisors
Virginia
$132K +$128K +1,605 New
Cohen & Steers
1308
Cohen & Steers
New York
$132K – – –
SAM
1309
S.A. Mason
Michigan
$130K – – –
BIA
1310
Bell Investment Advisors
California
$130K -$160 -2 -0.1%
First Command Advisory Services
1311
First Command Advisory Services
Texas
$128K – – –
BONH
1312
Bank of New Hampshire
New Hampshire
$125K – – –
MWA
1313
Medallion Wealth Advisors
Connecticut
$120K – – –
CA
1314
Crewe Advisors
Utah
$117K +$27.6K +345 +32%
AWM
1315
Accredited Wealth Management
Kentucky
$117K -$89.8K -1,123 -79%
NRG
1316
Nemes Rush Group
Michigan
$116K – – –
HBW
1317
Hazlett, Burt & Watson
West Virginia
$115K – – –
SPF
1318
South Plains Financial
Texas
$113K – – –
CFO
1319
CVA Family Office
Colorado
$112K +$9.12K +114 +9%
OL
1320
OneFund LLC
Florida
$111K +$3.84K +48 +4%
KFA
1321
Kelleher Financial Advisors
New York
$110K +$107K +1,337 New
RFP
1322
Root Financial Partners
California
$110K +$107K +1,336 New
WA
1323
Whipplewood Advisors
Colorado
$109K -$99K -1,238 -48%
CSPIA
1324
Cary Street Partners Investment Advisory
Virginia
$109K +$8.96K +112 +9%
TCM
1325
TD Capital Management
Tennessee
$108K -$13.5K -169 -11%