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Name Holding Trade Value Shares
Change
Change in
Stake
PW
2451
Peninsula Wealth
California
$8.74M -$1.7M -9,324 -15%
BWM
2452
BigSur Wealth Management
Florida
$8.74M +$3.88M +21,350 +72%
LGA
2453
Lebenthal Global Advisors
New York
$8.74M -$754K -4,149 -8%
WIC
2454
WealthBridge Investment Counsel
Alberta, Canada
$8.74M -$205K -1,130 -2%
WLPWM
2455
Walled Lake Planning & Wealth Management
Illinois
$8.73M +$284K +1,561 +3%
SWMP
2456
Signature Wealth Management Partners
New Jersey
$8.72M -$376K -2,067 -4%
LL
2457
LWMG LLC
Minnesota
$8.71M -$872K -4,796 -9%
MWA
2458
MFA Wealth Advisors
Pennsylvania
$8.71M +$209K +1,152 +2%
CPSC
2459
Carl P. Sherr & Co
Massachusetts
$8.7M -$191K -1,049 -2%
AC
2460
Allstate Corporation
Illinois
$8.7M -$339K -1,865 -4%
GTAM
2461
Global Trust Asset Management
Florida
$8.68M -$990K -5,443 -10%
RW
2462
Rede Wealth
Virginia
$8.66M +$2.55K +14 +0%
MSCM
2463
McElhenny Sheffield Capital Management
Texas
$8.65M -$12.9K -71 -0.1%
VBCG
2464
Valley Brook Capital Group
Pennsylvania
$8.64M -$470K -2,587 -5%
BHA
2465
Beech Hill Advisors
New York
$8.63M -$245K -1,347 -3%
BB
2466
Bell Bank
North Dakota
$8.63M +$2.26M +12,423 +33%
MIC
2467
Meridian Investment Counsel
California
$8.63M -$206K -1,131 -2%
CB
2468
CNB Bank
Pennsylvania
$8.61M +$19.8K +109 +0.2%
CWM
2469
Chesapeake Wealth Management
Virginia
$8.61M -$118K -650 -1%
FC
2470
Financial Council
Maryland
$8.58M +$262K +1,440 +3%
KFBMI
2471
Kentucky Farm Bureau Mutual Insurance
Kentucky
$8.57M
WCA
2472
Waypoint Capital Advisors
Minnesota
$8.56M -$42K -231 -0.5%
MAM
2473
Mystic Asset Management
Rhode Island
$8.56M +$149K +819 +2%
KCFA
2474
Key Client Fiduciary Advisors
New Jersey
$8.55M +$525K +2,886 +6%
SCA
2475
Stokes Capital Advisors
South Carolina
$8.53M +$345K +1,896 +4%