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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1876
Clayton Financial Group
Missouri
$638K -$113 -1 -0%
NP
1877
Nilsine Partners
Colorado
$637K -$682K -6,042 -47%
HR
1878
Howe & Rusling
New York
$637K -$27.2K -241 -4%
PWM
1879
Palumbo Wealth Management
New York
$636K -$80.7K -715 -10%
FBB
1880
Fulton Breakefield Broenniman
Maryland
$634K +$41.4K +367 +6%
WH
1881
Willner & Heller
California
$634K +$3.84K +34 +0.6%
CFA
1882
CWS Financial Advisors
Michigan
$633K +$903 +8 +0.1%
1IA
1883
1834 Investment Advisors
Wisconsin
$632K
CRIG
1884
Charter Research & Investment Group
Connecticut
$631K +$45.2K +400 +7%
MIM
1885
MTM Investment Management
South Carolina
$631K +$113 +1 +0%
BAM
1886
Blueshift Asset Management
New Jersey
$631K -$589K -5,218 -46%
FPB
1887
First PREMIER Bank
South Dakota
$628K -$9.82K -87 -1%
FMP
1888
Financial Management Professionals
Texas
$627K +$48.1K +426 +7%
PC
1889
Port Capital
Illinois
$626K +$15.4K +136 +2%
BWP
1890
Baldwin Wealth Partners
Massachusetts
$624K -$97.2K -861 -12%
HKIM
1891
Hayek Kallen Investment Management
Alabama
$624K
PB
1892
Pinnacle Bancorp
Nebraska
$624K +$48.6K +430 +8%
HP
1893
Havemeyer Place
Connecticut
$624K -$24.8K -220 -3%
PAM
1894
Parvin Asset Management
South Dakota
$621K
GAA
1895
Global Assets Advisory
Florida
$620K +$3.39K +30 +0.5%
GWAM
1896
Guardian Wealth Advisors (Minnesota)
Minnesota
$619K -$20.9K -185 -3%
GSB
1897
Greenfield Savings Bank
Massachusetts
$618K
RHJA
1898
Rice Hall James & Associates
California
$618K
WW
1899
Winnow Wealth
Texas
$618K -$40.4K -358 -6%
MFS
1900
Miller Financial Services
Michigan
$616K