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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1301
Spire Wealth Management
Virginia
$136K -$23.7K -296 -15%
CH
1302
Cromwell Holdings
Wyoming
$135K
CBT
1303
Crews Bank & Trust
Florida
$135K +$13.9K +174 +12%
PFSC
1304
Peoples Financial Services Corp
Pennsylvania
$134K
MIM
1305
MTM Investment Management
South Carolina
$133K
HWA
1306
Heartwood Wealth Advisors
Virginia
$132K +$128K +1,605 New
Cohen & Steers
1307
Cohen & Steers
New York
$132K
SAM
1308
S.A. Mason
Michigan
$130K
BIA
1309
Bell Investment Advisors
California
$130K -$160 -2 -0.1%
FCAS
1310
First Command Advisory Services
Texas
$128K
BONH
1311
Bank of New Hampshire
New Hampshire
$125K
MWA
1312
Medallion Wealth Advisors
Connecticut
$120K
CA
1313
Crewe Advisors
Utah
$117K +$27.6K +345 +32%
AWM
1314
Accredited Wealth Management
Kentucky
$117K -$89.8K -1,123 -79%
NRG
1315
Nemes Rush Group
Michigan
$116K
HBW
1316
Hazlett, Burt & Watson
West Virginia
$115K
SPF
1317
South Plains Financial
Texas
$113K
CFO
1318
CVA Family Office
Colorado
$112K +$9.12K +114 +9%
OL
1319
OneFund LLC
Florida
$111K +$3.84K +48 +4%
KFA
1320
Kelleher Financial Advisors
New York
$110K +$107K +1,337 New
RFP
1321
Root Financial Partners
California
$110K +$107K +1,336 New
WA
1322
Whipplewood Advisors
Colorado
$109K -$99K -1,238 -48%
CSPIA
1323
Cary Street Partners Investment Advisory
Virginia
$109K +$8.96K +112 +9%
TCM
1324
TD Capital Management
Tennessee
$108K -$13.5K -169 -11%
AFG
1325
Albion Financial Group
Utah
$108K +$17.2K +215 +20%