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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1726
Windsor Wealth Management
Indiana
$639K -$95K -152 -12%
SG
1727
StoneX Group
New York
$637K +$121K +193 +21%
IIC
1728
Integrated Investment Consultants
Michigan
$636K -$273K -437 -28%
PBC
1729
Pavion Blue Capital
California
$636K
WFC
1730
Western Financial Corp
California
$635K +$131K +209 +23%
CFO
1731
CVA Family Office
Colorado
$633K +$614K +982 +727%
APW
1732
Austin Private Wealth
Texas
$631K +$375K +600 +117%
WE
1733
Wealth Effects
Massachusetts
$629K +$693K +1,109 New
WA
1734
Wambolt & Associates
Colorado
$628K -$23.1K -37 -3%
CBTWT
1735
Community Bank & Trust (Waco, Texas)
Texas
$628K +$81.3K +130 +13%
SIC
1736
Sterling Investment Counsel
New York
$626K +$690K +1,104 New
LFAS
1737
Level Four Advisory Services
Texas
$625K +$210K +336 +44%
CC
1738
Courier Capital
New York
$624K -$117K -187 -15%
PHIC
1739
Pine Haven Investment Counsel
Massachusetts
$621K +$684K +1,095 New
CBFP
1740
Cedar Brook Financial Partners
Ohio
$619K -$30.6K -49 -4%
GC
1741
Grace Capital
Massachusetts
$616K -$78.8K -126 -10%
CB
1742
Community Bank
New York
$616K -$18.1K -29 -3%
CCA
1743
Conestoga Capital Advisors
Pennsylvania
$615K
KLCM
1744
KG&L Capital Management
Louisiana
$615K +$678K +1,084 New
TC
1745
Truvestments Capital
Florida
$609K +$85K +136 +14%
TW
1746
TrinityPoint Wealth
Connecticut
$608K +$1.25K +2 +0.2%
OWA
1747
Opal Wealth Advisors
New York
$606K +$216K +345 +48%
AF
1748
Advisornet Financial
Minnesota
$605K +$30K +48 +5%
JHCP
1749
Jackson Hole Capital Partners
Oklahoma
$603K -$134K -215 -17%
TIM
1750
Thompson Investment Management
Wisconsin
$603K -$17.5K -28 -3%