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Name Holding Trade Value Shares
Change
Change in
Stake
CM
1576
Capula Management
Cayman Islands
$591K +$571K +1,182 New
PWMAG
1577
Pinnacle Wealth Management Advisory Group
New Jersey
$588K -$60.4K -125 -10%
BWP
1578
BSW Wealth Partners
Colorado
$587K +$42.5K +88 +8%
SRAM
1579
Spouting Rock Asset Management
Pennsylvania
$587K +$567K +1,174 New
Cohen & Steers
1580
Cohen & Steers
New York
$586K +$432K +895 +323%
WBG
1581
Wharton Business Group
Pennsylvania
$585K +$38.6K +80 +7%
CB
1582
CNB Bank
Pennsylvania
$585K +$57K +118 +11%
SIAP
1583
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$584K -$23.7K -49 -4%
9WM
1584
9258 Wealth Management
Ohio
$583K +$32.4K +67 +6%
UWM
1585
Urban Wealth Management
California
$578K +$558K +1,156 New
WQ
1586
Wealth Quarterback
New Jersey
$578K +$558K +1,156 New
CB
1587
Community Bank
New York
$574K -$24.2K -50 -4%
CBA
1588
Coastal Bridge Advisors
Connecticut
$573K +$200K +414 +57%
AIC
1589
Archer Investment Corporation
Indiana
$570K +$36.7K +76 +7%
DC
1590
DeDora Capital
California
$569K +$17.9K +37 +3%
SICM
1591
Sustainable Insight Capital Management
New York
$566K +$546K +1,131 New
NG
1592
Northstar Group
New York
$565K +$18.4K +38 +3%
CIC
1593
Chilton Investment Company
Connecticut
$562K -$33.8K -70 -6%
PCMK
1594
Paragon Capital Management (Kansas)
Kansas
$562K -$9.66K -20 -2%
PIM
1595
Parker Investment Management
California
$561K
TW
1596
TrinityPoint Wealth
Connecticut
$557K +$10.6K +22 +2%
GW
1597
GW & Wade
Massachusetts
$557K +$201K +417 +60%
PFM
1598
Parsec Financial Management
North Carolina
$554K +$535K +1,107 New
BHTS
1599
Bar Harbor Trust Services
Maine
$552K -$966 -2 -0.2%
VWM
1600
Vigilare Wealth Management
Arizona
$550K -$2.42K -5 -0.5%