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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1901
Crews Bank & Trust
Florida
$44.2K +$13.6K +43 +48%
RFS
1902
Richardson Financial Services
Massachusetts
$43.9K -$634 -2 -2%
FC
1903
Financial Consulate
Maryland
$43.2K +$951 +3 +2%
CFM
1904
Cornerstone Financial Management
Massachusetts
$42.5K +$14.6K +46 +57%
KAS
1905
Kemnay Advisory Services
New York
$41.9K -$144K -454 -78%
CFFP
1906
Center for Financial Planning
Michigan
$41.5K -$10.5K -33 -21%
M
1907
MOTCO
Texas
$38.8K +$634 +2 +2%
HWM
1908
HighMark Wealth Management
Minnesota
$38.5K – – –
AEPWM
1909
Atlantic Edge Private Wealth Management
Florida
$38.5K +$20.6K +65 +130%
HWA
1910
Heritage Wealth Advisors
Virginia
$36.5K – – –
TC
1911
Trust Company
Kansas
$36.5K +$33.3K +105 +2,625%
GK
1912
Graney & King
New York
$35.9K – – –
NICM
1913
Neo Ivy Capital Management
New York
$35.5K -$729K -2,299 -96%
CPG
1914
Cornerstone Planning Group
New Jersey
$34.9K -$4.44K -14 -11%
LAS
1915
Lloyd Advisory Services
Georgia
$34.8K -$397K -1,253 -92%
AWM
1916
Activest Wealth Management
Florida
$34.5K -$410K -1,293 -93%
MWA
1917
Miller Wealth Advisors
Colorado
$33.5K – – –
SRCM
1918
Signature Resources Capital Management
California
$33.5K – – –
JWM
1919
JPL Wealth Management
Colorado
$32.5K +$951 +3 +3%
TSMHT
1920
Thurston Springer Miller Herd & Titak
Indiana
$31.1K -$3.17K -10 -10%
RBC
1921
Roble Belko & Company
Pennsylvania
$31K +$2.22K +7 +8%
EFMH
1922
E Fund Management (HK)
Hong Kong
$30.8K +$14K +44 +92%
SSG
1923
Summit Securities Group
New York
$29.8K +$8.25K +26 +41%
SC
1924
SouthState Corp
Florida
$29.5K +$10.1K +32 +57%
MCM
1925
Manchester Capital Management
Vermont
$27.8K +$317 +1 +1%
75 76
77
78 79