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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1751
CVA Family Office
Colorado
$834K +$48K +415 +6%
RSA
1752
River Street Advisors
Illinois
$834K +$10.2K +88 +1%
BWP
1753
Baldwin Wealth Partners
Massachusetts
$833K -$307K -2,659 -27%
GIM
1754
Goelzer Investment Management
Indiana
$832K -$4.97K -43 -0.6%
FA
1755
Fagan Associates
New York
$831K -$20.2K -175 -2%
KP
1756
Keel Point
Alabama
$828K +$40.2K +348 +5%
MMPW
1757
Mitchell McLeod Pugh & Williams
Alabama
$823K -$102K -880 -11%
SIA
1758
Strategic Investment Advisors
Michigan
$823K -$8.21K -71 -1%
CC
1759
Callan Capital
California
$821K +$109K +946 +15%
SIM
1760
Studio Investment Management
Illinois
$820K +$26.8K +232 +3%
CPC
1761
Cookson Peirce & Co
Pennsylvania
$820K +$248K +2,145 +42%
BWM
1762
BankPlus Wealth Management
Mississippi
$819K +$837K +7,245 New
PPWP
1763
Premier Path Wealth Partners
New Jersey
$815K +$65.2K +564 +8%
SIM
1764
Sentry Investment Management
Wisconsin
$814K -$135K -1,171 -14%
WAM
1765
WNY Asset Management
New York
$812K -$86.6K -749 -9%
NB
1766
Northwest Bancshares
Pennsylvania
$812K -$5.78K -50 -0.7%
AFG
1767
Allegheny Financial Group
Pennsylvania
$811K -$4.16K -36 -0.5%
LCC
1768
Lincoln Capital Corp
Rhode Island
$809K
PWM
1769
Palumbo Wealth Management
New York
$809K -$6.47K -56 -0.8%
MTIC
1770
Missouri Trust & Investment Company
Missouri
$807K +$1.85K +16 +0.2%
BF
1771
bLong Financial
Tennessee
$804K +$821K +7,107 New
FMLI
1772
Fukoku Mutual Life Insurance
Japan
$802K +$105K +905 +15%
CFGS
1773
Concourse Financial Group Securities
Alabama
$801K +$164K +1,423 +27%
SEIA
1774
Signature Estate & Investment Advisors
California
$800K +$116 +1 +0%
VPP
1775
Vertex Planning Partners
Illinois
$798K +$197K +1,705 +32%