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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1726
Cambient Family Office
Michigan
$23.9M +$2.18M +8,361 +10%
LCS
1727
Levin Capital Strategies
New York
$23.8M +$1.64M +6,304 +7%
SIS
1728
Sound Income Strategies
Florida
$23.8M +$454K +1,744 +2%
WAM
1729
Wernau Asset Management
Massachusetts
$23.8M +$2.86K +11 +0%
MWA
1730
Meridian Wealth Advisors
Texas
$23.7M -$409K -1,570 -2%
OBWG
1731
Onyx Bridge Wealth Group
New York
$23.7M -$754K -2,898 -3%
PWS
1732
Peterson Wealth Services
Utah
$23.7M +$129K +496 +0.5%
NCM
1733
Northside Capital Management
Oregon
$23.7M -$293K -1,126 -1%
CQWA
1734
Chokshi & Queen Wealth Advisors
California
$23.6M +$432K +1,661 +2%
AIMA
1735
Ables Iannone Moore & Associates
Georgia
$23.6M -$731K -2,808 -3%
BF
1736
bLong Financial
Tennessee
$23.6M -$172K -661 -0.7%
CWM
1737
Cordatus Wealth Management
Pennsylvania
$23.6M -$917K -3,525 -4%
Loomis, Sayles & Company
1738
Loomis, Sayles & Company
Massachusetts
$23.5M +$5.09M +19,545 +27%
MCA
1739
Millennium Capital Advisors
Arkansas
$23.5M -$83K -319 -0.3%
RA
1740
Riversedge Advisors
Delaware
$23.5M -$458K -1,760 -2%
WIM
1741
Westside Investment Management
California
$23.5M +$1.97M +7,555 +9%
RWA
1742
Roberts Wealth Advisors
California
$23.5M +$1.22M +4,694 +5%
CBT
1743
Central Bank & Trust
Kentucky
$23.4M +$511K +1,965 +2%
PWPS
1744
Pinnacle Wealth Planning Services
Ohio
$23.4M -$223K -857 -0.9%
MA
1745
MSA Advisors
California
$23.3M +$5.42M +20,824 +29%
AMG
1746
Asset Management Group
Connecticut
$23.3M -$989K -3,800 -4%
CWM
1747
Chemistry Wealth Management
New York
$23.2M -$160K -613 -0.7%
AFM
1748
Armstrong Fleming & Moore
District of Columbia
$23.2M +$686K +2,636 +3%
SC
1749
Searle & Co
Connecticut
$23.2M -$263K -1,010 -1%
NPF
1750
Norris Perne & French
Michigan
$23.2M +$1.21M +4,653 +5%