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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1301
Crestwood Advisors Group
Massachusetts
$888K +$25.5K +121 +3%
AT
1302
Arden Trust
Delaware
$887K -$10.3K -49 -1%
PTP
1303
Platform Technology Partners
New York
$883K +$54.9K +260 +7%
RIA
1304
Richwood Investment Advisors
Ohio
$880K +$825K +3,910 New
CWS
1305
Cypress Wealth Services
California
$877K +$27K +128 +3%
EPWM
1306
Essex Private Wealth Management
Massachusetts
$876K +$5.07K +24 +0.6%
B
1307
Barings
North Carolina
$872K +$120K +570 +17%
CWS
1308
Confluence Wealth Services
Pennsylvania
$871K +$817K +3,873 New
EN1L
1309
Engine No 1 LLC
California
$867K +$169K +799 +26%
NB
1310
NBT Bank
New York
$864K -$107K -505 -12%
MCM
1311
Maryland Capital Management
Maryland
$861K -$38.2K -181 -5%
WDG
1312
Wealth Dimensions Group
Ohio
$860K -$17.9K -85 -2%
HR
1313
Howe & Rusling
New York
$859K -$2.11K -10 -0.3%
SFO
1314
Stokes Family Office
Louisiana
$857K +$324K +1,534 +67%
DA
1315
Duality Advisers
Florida
$855K +$802K +3,799 New
WA
1316
Wealth Alliance
New York
$851K -$78.9K -374 -9%
SLT
1317
St Louis Trust
Missouri
$851K
CWP
1318
Capital Wealth Planning
Florida
$851K +$551K +2,612 +223%
CCM
1319
Check Capital Management
California
$848K
IAIM
1320
International Assets Investment Management
Florida
$846K -$2.49M -11,787 -76%
JWCA
1321
J.W. Cole Advisors
Florida
$844K -$41.6K -197 -5%
ACM
1322
Ativo Capital Management
Illinois
$843K
AW
1323
ACG Wealth
Georgia
$843K +$406K +1,925 +106%
MCM
1324
Mendel Capital Management
Arkansas
$840K +$789K +3,736 New
SSI
1325
Scott & Selber Inc
Texas
$838K +$786K +3,726 New