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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2201
Commonwealth Financial Services
West Virginia
$434K +$49.6K +429 +13%
COCM
2202
Charter Oak Capital Management
New Hampshire
$434K +$1.16K +10 +0.3%
PMG
2203
ProVise Management Group
Florida
$434K -$89.6K -775 -17%
CFA
2204
Capstone Financial Advisors
Illinois
$434K -$20.8K -180 -4%
SFO
2205
Stenger Family Office
Illinois
$434K +$443K +3,833 New
SP
2206
Stonebrook Private
Michigan
$433K +$1.97K +17 +0.4%
PCM
2207
Pointe Capital Management
Michigan
$433K -$14.3K -124 -3%
HFS
2208
Heritage Financial Services
Massachusetts
$433K -$81.1K -702 -16%
APG
2209
Abacus Planning Group
South Carolina
$433K -$51.7K -447 -10%
KA
2210
KDT Advisors
New York
$433K +$442K +3,824 New
BIC
2211
Beach Investment Counsel
Pennsylvania
$432K -$51.8K -448 -10%
NIA
2212
NIA Impact Advisors
California
$431K +$12.1K +105 +3%
SGI
2213
Summit Global Investments
Utah
$430K -$35.1K -304 -7%
LC
2214
Landaas & Company
Wisconsin
$430K +$23.1K +200 +6%
CFG
2215
Carr Financial Group
Massachusetts
$430K +$1.73K +15 +0.4%
SG
2216
Sienna Gestion
France
$430K – – –
EC
2217
Enhancing Capital
Pennsylvania
$430K +$439K +3,800 New
BW
2218
Basepoint Wealth
Iowa
$430K +$347 +3 +0.1%
Alesco Advisors
2219
Alesco Advisors
New York
$429K +$168K +1,452 +62%
UPS
2220
UHLMANN PRICE SECURITIES
Illinois
$429K -$11.9K -103 -3%
MSG
2221
Main Street Group
Virginia
$428K -$21.7K -188 -5%
CNBOF
2222
City National Bank of Florida
Florida
$427K +$436K +3,776 New
FFIC
2223
First Fiduciary Investment Counsel
Ohio
$427K – – –
Thompson Siegel & Walmsley
2224
Thompson Siegel & Walmsley
Virginia
$427K +$44.1K +382 +11%
FFA
2225
Fi3 Financial Advisors
Indiana
$427K +$32.8K +284 +8%