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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2576
Curated Wealth Partners
California
$2.78M
CCA
2577
Catalyst Capital Advisors
New York
$2.77M -$3.09K -20 -0.1%
PIA
2578
Pinion Investment Advisors
Kansas
$2.76M +$328K +2,120 +14%
SP
2579
Successful Portfolios
Florida
$2.76M
OAM
2580
Oak Asset Management
California
$2.75M +$9.27K +60 +0.4%
WWM
2581
Wolff Wiese Magana
California
$2.75M +$161K +1,040 +7%
WA
2582
Wealth Architects
California
$2.75M +$358K +2,320 +16%
JDR
2583
Jay D. Rosenbaum
$2.75M +$9.27K +60 +0.4%
CIP
2584
Capital Insight Partners
Arizona
$2.75M +$43.3K +280 +2%
SIM
2585
SSI Investment Management
California
$2.75M -$24.7K -160 -0.9%
PCMC
2586
Private Capital Management (Colorado)
Colorado
$2.74M +$624K +4,040 +32%
ORC
2587
O'Rourke & Company
Massachusetts
$2.74M +$34K +220 +1%
MFG
2588
MidWestOne Financial Group
Iowa
$2.74M -$114K -740 -4%
IF
2589
IRON Financial
Illinois
$2.74M -$130K -840 -5%
FA
2590
FDx Advisors
Illinois
$2.73M -$128M -830,380 -98%
CFO
2591
CVA Family Office
Colorado
$2.73M +$331K +2,140 +15%
VLC
2592
Van Leeuwen & Company
New Jersey
$2.73M -$535K -3,460 -17%
GSEP
2593
Golden State Equity Partners
California
$2.73M +$139K +900 +6%
NSB
2594
Norway Savings Bank
Maine
$2.73M +$207K +1,340 +9%
CSB
2595
City State Bank
Iowa
$2.73M +$559K +3,620 +28%
JC
2596
JB Capital
Connecticut
$2.72M +$111K +720 +5%
GBA
2597
Garrison Bradford & Associates
New York
$2.72M -$355K -2,300 -12%
HBCM
2598
Heron Bay Capital Management
Michigan
$2.72M +$630K +4,080 +32%
TIAM2
2599
Tru Independence Asset Management 2
Oregon
$2.71M -$1.5M -9,720 -37%
BCM
2600
Breiter Capital Management
Florida
$2.71M -$9.27K -60 -0.4%