Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2126
Invenio Wealth Partners
Florida
$441K +$439 +4 +0.1%
MFG
2127
Magnus Financial Group
New York
$440K +$40.3K +367 +11%
CIG
2128
Cullen Investment Group
Louisiana
$440K +$18.8K +171 +5%
QP
2129
Quilter Plc
United Kingdom
$440K -$2.85K -26 -0.7%
ACM
2130
Argyle Capital Management
Pennsylvania
$439K +$14.8K +135 +4%
CF
2131
Centaurus Financial
California
$438K +$47.6K +434 +13%
MKA
2132
M. Kulyk & Associates
Georgia
$438K +$12.6K +115 +3%
RIP
2133
RAM Investment Partners
Washington
$437K +$5.59K +51 +1%
COCM
2134
Charter Oak Capital Management
New Hampshire
$437K +$48.2K +439 +13%
VST
2135
Van Strum & Towne
California
$436K – – –
CAM
2136
Congress Asset Management
Massachusetts
$435K -$259K -2,361 -38%
BWG
2137
Balanced Wealth Group
Ohio
$435K +$22.9K +209 +6%
RBFC
2138
Roman Butler Fullerton & Co
Missouri
$435K -$12.5K -114 -3%
SP
2139
Stonebrook Private
Michigan
$435K -$28K -255 -6%
MA
2140
MBA Advisors
Pennsylvania
$434K +$10.4K +95 +3%
BW
2141
Basepoint Wealth
Iowa
$433K +$3.4K +31 +0.8%
SG
2142
Sienna Gestion
France
$432K – – –
ZIG
2143
Zullo Investment Group
Pennsylvania
$432K -$14K -128 -3%
OWA
2144
Octavia Wealth Advisors
Ohio
$432K -$3.4K -31 -0.8%
WDG
2145
Wealth Dimensions Group
Ohio
$432K -$27.5K -251 -6%
CFG
2146
Carr Financial Group
Massachusetts
$432K +$12.7K +116 +3%
FFIC
2147
First Fiduciary Investment Counsel
Ohio
$431K – – –
KAM
2148
KEB Asset Management
Illinois
$430K -$14.6K -133 -3%
OCPWS
2149
One Charles Private Wealth Services
Massachusetts
$430K – – –
SIC
2150
Samalin Investment Counsel
New York
$430K -$21.8K -199 -5%