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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1301
Corda Investment Management
Texas
$1.7M +$23.9K +218 +1%
PK
1302
Pflug Koory
Nebraska
$1.7M +$1.64M +14,931 New
PWM
1303
Partnership Wealth Management
Maryland
$1.7M
CWS
1304
Confluence Wealth Services
Pennsylvania
$1.7M +$112K +1,021 +7%
CIAS
1305
Capital Investment Advisory Services
North Carolina
$1.7M -$6.91K -63 -0.4%
ICP
1306
Interchange Capital Partners
Pennsylvania
$1.7M -$57.4K -523 -3%
HNB
1307
Hilltop National Bank
Wyoming
$1.69M -$18.1K -165 -1%
SG
1308
StoneX Group
New York
$1.69M +$350K +3,194 +27%
PAM
1309
Peak Asset Management
Colorado
$1.68M +$134K +1,220 +9%
TCPG
1310
Trivant Custom Portfolio Group
California
$1.68M -$1.03M -9,369 -39%
IAIM
1311
International Assets Investment Management
Florida
$1.68M +$230K +2,099 +17%
PGAM
1312
Princeton Global Asset Management
New Jersey
$1.68M -$63.1K -575 -4%
NHT
1313
New Hampshire Trust
New Hampshire
$1.67M -$32.2K -294 -2%
GCM
1314
Glynn Capital Management
California
$1.67M -$1.14M -10,382 -42%
FWM
1315
Fairhaven Wealth Management
Illinois
$1.67M -$7.46K -68 -0.5%
CVM
1316
Cheviot Value Management
California
$1.66M -$55.7K -508 -3%
GF
1317
Gries Financial
Ohio
$1.66M +$91.9K +838 +6%
HI
1318
Humankind Investments
New York
$1.66M -$10.3K -94 -0.6%
GL
1319
GHE LLC
Tennessee
$1.65M +$205K +1,871 +15%
PWM
1320
Peterson Wealth Management
Nevada
$1.65M -$282K -2,574 -15%
LGG
1321
Luts & Greenleigh Group
Maryland
$1.65M +$24.4K +222 +2%
VRM
1322
Vectors Research Management
New York
$1.64M +$1.58M +14,399 New
GD
1323
Grandfield & Dodd
New York
$1.63M -$31.8K -290 -2%
PIA
1324
Panoramic Investment Advisors
Colorado
$1.62M +$1.56M +14,251 New
IAS
1325
Insigneo Advisory Services
Florida
$1.62M +$108K +981 +7%