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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1801
CoreFirst Bank & Trust
Kansas
$29.7K – – –
VWA
1802
Valued Wealth Advisors
Utah
$29.4K – – –
VAG
1803
VisionPoint Advisory Group
Texas
$29.3K -$203K -1,635 -88%
S
1804
Sachetta
Massachusetts
$28.6K – – –
NSIM
1805
North Star Investment Management
Illinois
$28.3K +$22.5K +181 +670%
BWM
1806
Bullock Wealth Management
Indiana
$28.3K +$24.8K +200 New
CCM
1807
Chilton Capital Management
Texas
$27.2K -$118K -952 -83%
LF
1808
LifeSteps Financial
California
$27.2K +$24.8K +200 New
TLA
1809
Tanglewood Legacy Advisors
Texas
$27.1K – – –
CAL
1810
Capital Advisors Ltd
Ohio
$27K – – –
WWP
1811
WR Wealth Planners
Missouri
$26.7K +$24.3K +196 New
BIA
1812
Bell Investment Advisors
California
$25.4K -$745 -6 -3%
OPTFSNA
1813
Old Point Trust & Financial Services N A
Virginia
$24.1K – – –
GAA
1814
Global Assets Advisory
Florida
$22.8K +$20K +161 New
FIM
1815
FWL Investment Management
Texas
$22K – – –
TCM
1816
Tradewinds Capital Management
Washington
$21.8K +$15.5K +125 +357%
PPC
1817
Park Place Capital
Alabama
$21.5K – – –
EFP
1818
EnRich Financial Partners
Wisconsin
$20.8K +$19K +153 New
BWP
1819
Baldwin Wealth Partners
Massachusetts
$20.4K – – –
EC
1820
EntryPoint Capital
New York
$20.4K +$18.6K +150 New
AP
1821
Aspect Partners
Virginia
$20K +$6.46K +52 +55%
BCMLT
1822
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K +$14.5K +117 +390%
GJWM
1823
Gilliland Jeter Wealth Management
Arkansas
$20K +$18.3K +147 New
SC
1824
SouthState Corp
Florida
$19.9K +$18.1K +146 New
IFAM
1825
Institutional & Family Asset Management
Colorado
$19.3K -$3.73K -30 -17%