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Name Holding Trade Value Shares
Change
Change in
Stake
NC
1126
nVerses Capital
Florida
$201K -$125K -791 -38%
VFP
1127
Verus Financial Partners
Virginia
$200K +$199K +1,256 New
HFS
1128
Hughes Financial Services
Virginia
$200K
RK
1129
Rather & Kittrell
Tennessee
$200K +$204K +1,288 New
FFO
1130
Fortitude Family Office
Arizona
$199K +$6.18K +39 +3%
CWM
1131
Cranbrook Wealth Management
Michigan
$199K +$317 +2 +0.2%
PMFA
1132
Plante Moran Financial Advisors
Michigan
$196K -$470K -2,967 -70%
GIA
1133
GHP Investment Advisors
Colorado
$192K -$37.1K -234 -16%
WB
1134
Webster Bank
Connecticut
$191K
AIM
1135
Anchor Investment Management
South Carolina
$188K
MUMSS
1136
Mitsubishi UFJ Morgan Stanley Securities
Japan
$187K -$50.2K -317 -21%
GAA
1137
Global Assets Advisory
Florida
$187K +$190K +1,200 New
ITIM
1138
Indiana Trust & Investment Management
Indiana
$185K
CM
1139
Capula Management
Cayman Islands
$181K +$184K +1,162 New
FWA
1140
Flagship Wealth Advisors
Massachusetts
$179K
HB
1141
Horizon Bancorp
Indiana
$173K +$6.18K +39 +4%
WPA
1142
Wealth Preservation Advisors
Tennessee
$171K -$66K -417 -27%
AGA
1143
Arkos Global Advisors
Texas
$171K +$174K +1,098 New
MMG
1144
Monetary Management Group
Missouri
$166K
SC
1145
Solstein Capital
California
$166K
MPWT
1146
MassMutual Private Wealth & Trust
Connecticut
$162K +$3.48K +22 +2%
C
1147
Certuity
Florida
$161K -$350K -2,208 -68%
KFAS
1148
Keating Financial Advisory Services
Kansas
$161K +$11.2K +71 +7%
RIL
1149
Rothschild Investment LLC
Illinois
$160K +$6.33K +40 +4%
CAL
1150
Capital Advisors Ltd
Ohio
$160K +$36K +227 +28%