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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
926
Signature Equity Partners
Ohio
$16.2K -$1.45K -6 -8%
GBT
927
Grove Bank & Trust
Florida
$16.2K +$242 +1 +2%
AIM
928
Axiom Investment Management
New York
$16K +$15.5K +64 New
WA
929
WPG Advisers
Maryland
$15.7K +$967 +4 +7%
VWM
930
Vermillion Wealth Management
Minnesota
$15.5K +$3.14K +13 +27%
CPG
931
Cornerstone Planning Group
New Jersey
$15.3K +$7.5K +31 +111%
Vanguard National Trust
932
Vanguard National Trust
Pennsylvania
$15.2K +$14.7K +61 New
RBC
933
Roble Belko & Company
Pennsylvania
$15K +$5.56K +23 +61%
TGY2IT
934
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$15K +$14.5K +60 New
FFO
935
Fortitude Family Office
Arizona
$14.7K -$1.93K -8 -12%
HIW
936
Holos Integrated Wealth
Pennsylvania
$14.1K
OAJ
937
Ogorek Anthony Joseph
New York
$14K
RTL
938
Red Tortoise LLC
Georgia
$14K
MAM
939
Marquette Asset Management
Minnesota
$13.7K +$3.87K +16 +41%
AFC
940
Ares Financial Consulting
California
$13.6K
SWM
941
SHP Wealth Management
Massachusetts
$13.4K +$4.59K +19 +54%
CFD
942
Creative Financial Designs
Indiana
$13.2K -$484 -2 -4%
HWA
943
Heritage Wealth Advisors
Virginia
$13.2K +$7.5K +31 +141%
KAS
944
Kemnay Advisory Services
New York
$13K -$1.69K -7 -12%
EPIM
945
Evelyn Partners Investment Management
$13K
MSG
946
Main Street Group
Virginia
$12.7K +$12.3K +51 New
TC
947
Truvestments Capital
Florida
$12.7K
W
948
WealthCollab
Washington
$12.5K -$1.69K -7 -12%
VR
949
Vision Retirement
New Jersey
$12.5K
SIC
950
SJS Investment Consulting
Ohio
$12.2K +$2.42K +10 +26%