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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1901
Saxon Interests
Texas
$604K +$11.8K +40 +2%
CFA
1902
Capstone Financial Advisors
Illinois
$602K +$881 +3 +0.2%
CWP
1903
Cyndeo Wealth Partners
Florida
$601K +$148K +503 +35%
EDRH
1904
Edmond de Rothschild Holding
Switzerland
$600K -$91.4K -311 -14%
CFMC
1905
Curbstone Financial Management Corp
New Hampshire
$597K -$14.7K -50 -3%
QWP
1906
Quotient Wealth Partners
Texas
$597K +$77.6K +264 +16%
SFO
1907
Stokes Family Office
Louisiana
$597K +$40K +136 +8%
CANC
1908
Culbertson A N & Co
Virginia
$597K -$70.5K -240 -11%
PPW
1909
Pasadena Private Wealth
California
$596K -$279K -951 -33%
EB
1910
Eastern Bank
Massachusetts
$596K -$33.8K -115 -6%
PWM
1911
Paulson Wealth Management
Illinois
$596K -$7.05K -24 -1%
DIM
1912
Delta Investment Management
California
$595K +$17.9K +61 +3%
WA
1913
Wealth Architects
California
$594K -$35.8K -122 -6%
LIM
1914
Longfellow Investment Management
Massachusetts
$594K +$3.82K +13 +0.7%
CAM
1915
Campion Asset Management
Virginia
$594K
APW
1916
Acima Private Wealth
Virginia
$591K
AOWM
1917
Alpha Omega Wealth Management
Virginia
$590K -$1.47K -5 -0.3%
PWA
1918
Prairie Wealth Advisors
Nebraska
$587K -$61.7K -210 -10%
FIM
1919
Fruth Investment Management
Texas
$587K
RFS
1920
Richardson Financial Services
Massachusetts
$586K -$26.7K -91 -5%
MCWA
1921
Meadow Creek Wealth Advisors
Georgia
$586K -$881 -3 -0.2%
JIP
1922
Jaffetilchin Investment Partners
Florida
$586K +$12.3K +42 +2%
OCM
1923
Orion Capital Management
California
$586K +$156K +530 +39%
CNB
1924
Camden National Bank
Maine
$586K +$259K +883 +89%
MWM
1925
Merriman Wealth Management
Washington
$585K +$29.4K +100 +6%