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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1201
CVA Family Office
Colorado
$18.7K -$3.6K -37 -20%
LAM
1202
Lummis Asset Management
Texas
$18.2K
JWA
1203
JFS Wealth Advisors
Pennsylvania
$17.8K +$3.21K +33 +31%
MSFP
1204
Mark Sheptoff Financial Planning
Connecticut
$17.3K +$3.4K +35 +35%
HWM
1205
HighMark Wealth Management
Minnesota
$17.3K
MHR
1206
Matthew Hamilton Rosenberg
$16.3K
TWD
1207
True Wealth Design
Ohio
$16.2K -$33.4K -343 -73%
MCM
1208
MV Capital Management
Maryland
$16.1K +$2.72K +28 +29%
SC
1209
SouthState Corp
Florida
$15.9K -$24K -247 -67%
BOJHT
1210
Bank of Jackson Hole Trust
Wyoming
$15.5K -$6.51K -67 -36%
SIC
1211
SJS Investment Consulting
Ohio
$15.4K -$1.65K -17 -12%
RWM
1212
RMG Wealth Management
Wisconsin
$15K +$11.2K +115 New
GXJ
1213
Global X Japan
Japan
$14.5K -$4.47K -46 -29%
BMC
1214
Bear Mountain Capital
Washington
$14.2K +$10.3K +106 +2,650%
RMC
1215
Resources Management Corp
Connecticut
$14K +$10.7K +110 New
Pacer Advisors
1216
Pacer Advisors
Pennsylvania
$13.1K +$3.21K +33 +48%
FFO
1217
Fortitude Family Office
Arizona
$13.1K +$6.71K +69 +209%
AIM
1218
Anchor Investment Management
South Carolina
$12.8K
SRCM
1219
Signature Resources Capital Management
California
$12.8K
TFA
1220
Toth Financial Advisory
Virginia
$12.8K
AEPWM
1221
Atlantic Edge Private Wealth Management
Florida
$12.8K +$9.72K +100 New
CAM
1222
Creekmur Asset Management
Illinois
$12.8K +$9.72K +100 New
VWA
1223
VSM Wealth Advisory
Maryland
$12.8K +$9.72K +100 New
CAL
1224
Capital Advisors Ltd
Ohio
$11K +$681 +7 +9%
CTWM
1225
Cherry Tree Wealth Management
Minnesota
$10.8K