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Name Holding Trade Value Shares
Change
Change in
Stake
VARA
2551
Value Aligned Research Advisors
New Jersey
$190K +$43K +176 +35%
VCMGDR
2552
Vinland Capital Management Gestora de Recursos
Brazil
$189K +$165K +676 New
PFA
2553
Pathway Financial Advisers
Indiana
$189K +$166K +679 New
SC
2554
Solstein Capital
California
$185K -$1.9M -7,780 -92%
TSMHT
2555
Thurston Springer Miller Herd & Titak
Indiana
$185K -$1.95M -7,994 -92%
CWP
2556
Concord Wealth Partners
Virginia
$185K -$10.5K -43 -6%
SNB
2557
Security National Bank
Nebraska
$182K +$6.11K +25 +4%
NFSG
2558
Newbridge Financial Services Group
Florida
$179K -$1.01M -4,127 -87%
RWM
2559
Rialto Wealth Management
New York
$179K
RA
2560
Ransom Advisory
Rhode Island
$178K
BBPWM
2561
Blue Bell Private Wealth Management
Pennsylvania
$173K -$42.3K -173 -22%
GGI
2562
Godsey & Gibb Inc
Virginia
$173K -$8.56K -35 -5%
FLP
2563
Financial Life Planners
Arizona
$170K +$149K +609 New
CA
2564
Crewe Advisors
Utah
$169K +$148K +606 New
CHC
2565
City Holding Co
West Virginia
$163K +$27.6K +113 +24%
CFP
2566
Comprehensive Financial Planning
Pennsylvania
$157K +$8.8K +36 +7%
BI
2567
Binnacle Investments
Iowa
$155K -$489 -2 -0.4%
MWA
2568
Medallion Wealth Advisors
Connecticut
$154K +$245 +1 +0.2%
CAM
2569
Chesapeake Asset Management
New York
$151K +$132K +541 New
SN
2570
Sittner & Nelson
Oregon
$149K
CCM
2571
Chilton Capital Management
Texas
$149K +$11K +45 +9%
CT
2572
Coastline Trust
Rhode Island
$148K
CAM
2573
Costello Asset Management
Pennsylvania
$147K
PH
2574
Pinnacle Holdings
Oklahoma
$146K +$1.22K +5 +1%
UIA
2575
Ulland Investment Advisors
Minnesota
$146K +$46K +188 +56%