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Name Holding Trade Value Shares
Change
Change in
Stake
RC
1476
Roundview Capital
New Jersey
$1.53M +$3.19K +25 +0.2%
CA
1477
Continuum Advisory
Idaho
$1.53M +$18.6K +146 +1%
OL
1478
one8zero8 LLC
North Carolina
$1.53M – – –
DC
1479
DeDora Capital
California
$1.53M +$764 +6 +0%
FGP
1480
Foyston, Gordon, & Payne
Ontario, Canada
$1.53M – – –
SIAP
1481
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.52M +$255 +2 +0%
BWP
1482
BSW Wealth Partners
Colorado
$1.52M -$74.1K -582 -5%
CCM
1483
CFO Capital Management
Connecticut
$1.52M +$1.54M +12,104 New
BF
1484
Blankinship & Foster
California
$1.51M -$637 -5 -0%
SAM
1485
S.A. Mason
Michigan
$1.51M +$21.8K +171 +1%
LRIC
1486
Long Road Investment Counsel
Michigan
$1.51M -$227K -1,781 -13%
JWA
1487
JFS Wealth Advisors
Pennsylvania
$1.5M +$33.1K +260 +2%
PIA
1488
Panoramic Investment Advisors
Colorado
$1.5M -$2.67K -21 -0.2%
CLA (CliftonLarsonAllen) Wealth Advisors
1489
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M -$73K -573 -5%
ST
1490
Sentinel Trust
Texas
$1.5M -$510 -4 -0%
Eagle Global Advisors
1491
Eagle Global Advisors
Texas
$1.5M – – –
MDA
1492
Minot DeBlois Advisors
Massachusetts
$1.5M +$25K +196 +2%
VPP
1493
Vertex Planning Partners
Illinois
$1.5M +$671K +5,269 +79%
PFSC
1494
Peoples Financial Services Corp
Pennsylvania
$1.49M -$64.3K -505 -4%
PCS
1495
Personal CFO Solutions
New Jersey
$1.48M -$331K -2,598 -18%
JKA
1496
Jones Kertz & Associates
Minnesota
$1.48M +$1.51M +11,846 New
TPW
1497
Transatlantique Private Wealth
New York
$1.48M +$31.8K +250 +2%
GAG
1498
GM Advisory Group
New York
$1.48M +$253K +1,988 +20%
WB
1499
Webster Bank
Connecticut
$1.48M -$5.48K -43 -0.4%
Sumitomo Life Insurance
1500
Sumitomo Life Insurance
Japan
$1.47M +$9.81K +77 +0.7%