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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
576
Bradley Foster & Sargent
Connecticut
$630K +$137K +173 +28%
VAFP
577
Vahanian & Associates Financial Planning
New York
$628K +$627K +789 New
MSS
578
Mitchell Sinkler & Starr
Pennsylvania
$617K
CF
579
Centaurus Financial
California
$617K +$32.6K +41 +6%
PIM
580
Penobscot Investment Management
Massachusetts
$616K +$87.4K +110 +17%
WJWM
581
Williams Jones Wealth Management
New York
$615K -$52.4K -66 -8%
PWM
582
Perigon Wealth Management
California
$615K +$345K +434 +128%
EFM
583
E Fund Management
China
$610K +$25.4K +32 +4%
KIA
584
KCM Investment Advisors
California
$607K +$143K +180 +31%
PF
585
Phoenix Financial
Israel
$606K -$3.18K -4 -0.5%
KMWM
586
Keudell/Morrison Wealth Management
Oregon
$595K -$1.59K -2 -0.3%
MFG
587
Menard Financial Group
Texas
$595K +$64.3K +81 +12%
NAM
588
NorthCrest Asset Manangement
Minnesota
$595K +$593K +747 New
JIC
589
Johnson Investment Counsel
Ohio
$592K +$37.3K +47 +7%
NFG
590
Nations Financial Group
Iowa
$590K +$249K +314 +74%
PCFFS
591
Pacific Center for Financial Services
California
$586K
AMCA
592
Arthur M. Cohen & Associates
Illinois
$581K
CAG
593
Csenge Advisory Group
Florida
$577K -$70.7K -89 -9%
PNC
594
Park National Corp
Ohio
$575K -$3.97K -5 -0.7%
BG
595
Bollard Group
Massachusetts
$575K +$794 +1 +0.1%
SBIA
596
Sheaff Brock Investment Advisors
Indiana
$570K -$4.77K -6 -0.8%
CAM
597
Columbia Asset Management
Michigan
$567K +$98.5K +124 +21%
RWA
598
Ropes Wealth Advisors
Massachusetts
$565K -$165K -208 -23%
9WM
599
9258 Wealth Management
Ohio
$562K +$13.5K +17 +2%
MPPW
600
Mitchell & Pahl Private Wealth
Oklahoma
$562K +$32.6K +41 +6%