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Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
1201
Valley Brook Capital Group
Pennsylvania
$428K +$17.7K +100 +5%
LRPA
1202
L. Roy Papp & Associates
Arizona
$427K -$6.55K -37 -2%
VWM
1203
Valley Wealth Managers
New Jersey
$420K +$3.72K +21 +1%
PCM
1204
Penserra Capital Management
California
$419K -$80.7K -456 -18%
AWM
1205
Accurate Wealth Management
Florida
$419K -$14.3K -81 -4%
SQA
1206
Simon Quick Advisors
New Jersey
$413K +$371K +2,095 New
DA
1207
Dover Advisors
Virginia
$413K -$90.6K -512 -20%
PP
1208
PDS Planning
Ohio
$412K -$35.9K -203 -9%
SFS
1209
Stiles Financial Services
Minnesota
$411K +$21.8K +123 +6%
BAM
1210
Belpointe Asset Management
Nevada
$409K +$72.9K +412 +25%
AC
1211
Abbrea Capital
California
$408K +$17.7K +100 +5%
APP
1212
Avantax Planning Partners
Iowa
$407K -$17.7K -100 -5%
RP
1213
Riverwater Partners
Wisconsin
$407K
BTI
1214
Blue Trust Inc
Georgia
$405K -$689K -3,892 -63%
EFS
1215
Essex Financial Services
Connecticut
$404K -$9.56K -54 -3%
ANBT
1216
American National Bank & Trust
Texas
$404K +$2.3K +13 +0.6%
CFP
1217
Catalyst Financial Partners
Massachusetts
$404K +$17.9K +101 +5%
LEA
1218
Legacy Edge Advisors
New York
$401K +$360K +2,032 New
CAM
1219
Concorde Asset Management
Michigan
$400K -$13.8K -78 -4%
AC
1220
Avestar Capital
New York
$400K +$46K +260 +15%
GAM
1221
Gotham Asset Management
New York
$398K +$42.8K +242 +14%
EAM
1222
EdenTree Asset Management
United Kingdom
$395K
WAM
1223
Westport Asset Management
Connecticut
$395K
CPIG
1224
Chicago Partners Investment Group
Illinois
$394K -$59K -333 -14%
MAA
1225
Mraz Amerine & Associates
California
$394K