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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1151
CVA Family Office
Colorado
$92.6K -$11.6K -75 -11%
PWPS
1152
Pinnacle Wealth Planning Services
Ohio
$91.7K
LWCFA
1153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.2K
FDW
1154
Fourth Dimension Wealth
Ohio
$86.5K -$76.3K -492 -47%
VCM
1155
Versant Capital Management
Arizona
$85.8K -$52.1K -336 -38%
MMCM
1156
Murphy & Mullick Capital Management
New York
$85.7K +$83.8K +540 New
TFIPS
1157
Towarzystwo Funduszy Inwestycyjnych PZU SA
$85.7K +$25.6K +165 +44%
FHC
1158
First Horizon Corporation
Tennessee
$85K -$16.3K -105 -16%
JFA
1159
JNBA Financial Advisors
Minnesota
$80.3K
FC
1160
Fairscale Capital
New Hampshire
$77.7K
WT
1161
Whittier Trust
California
$76.3K -$1.4K -9 -2%
AG
1162
AmeriFlex Group
Nevada
$75.2K +$7.29K +47 +11%
APFP
1163
Action Point Financial Planning
Michigan
$74.9K +$74K +477 New
CCA
1164
Catalyst Capital Advisors
New York
$74.2K -$1.09K -7 -1%
FFO
1165
Fortitude Family Office
Arizona
$73.4K -$3.1K -20 -4%
VWM
1166
Vermillion Wealth Management
Minnesota
$68.4K -$1.86K -12 -3%
CLOS
1167
Compagnie Lombard Odier SCmA
Switzerland
$68.4K
JWA
1168
JFS Wealth Advisors
Pennsylvania
$68.1K -$155 -1 -0.2%
CTC
1169
Central Trust Company
Missouri
$64.9K +$40.6K +262 +178%
FWA
1170
Flagship Wealth Advisors
Massachusetts
$64.7K +$63.3K +408 New
MUMSS
1171
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.3K -$129K -832 -68%
OAM
1172
Ostrum Asset Management
France
$61.9K
EIP
1173
Essential Investment Partners
Colorado
$60.3K
SGFG
1174
Silver Grove Financial Group
New York
$59.5K +$45.9K +296 +375%
ZBNA
1175
Zions Bancorporation, National Association
Utah
$58.5K -$80.2K -517 -58%