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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
876
Confluence Investment Management
Missouri
$945K +$718 +1 +0.1%
JWM
877
Jupiter Wealth Management
Colorado
$944K +$897K +1,250 New
BCM
878
BTC Capital Management
Iowa
$942K +$31.6K +44 +4%
LFS
879
Legacy Financial Strategies
Kansas
$942K +$3.59K +5 +0.4%
MSS
880
Mitchell Sinkler & Starr
Pennsylvania
$942K +$84K +117 +11%
MGIA
881
Moneta Group Investment Advisors
Missouri
$942K +$27.3K +38 +3%
BA
882
Bridgewater Advisors
New York
$936K +$58.8K +82 +7%
SCP
883
Sivia Capital Partners
California
$936K +$10.8K +15 +1%
NF
884
Nvest Financial
New Hampshire
$931K +$202K +282 +32%
CWM
885
Circle Wealth Management
New Jersey
$922K +$482K +671 +140%
MA
886
MBA Advisors
Pennsylvania
$918K +$93.3K +130 +13%
BIM
887
Baldwin Investment Management
Pennsylvania
$917K -$23.7K -33 -3%
KCPG
888
Kavar Capital Partners Group
Kansas
$917K +$556K +775 +210%
SIA
889
SkyView Investment Advisors
New Jersey
$915K -$197K -274 -19%
CAGAS
890
Capital Advisory Group Advisory Services
Minnesota
$904K +$45.2K +63 +6%
MLL
891
Moody Lynn & Lieberson
Massachusetts
$903K +$384K +535 +90%
BB
892
Burford Brothers
Texas
$902K -$7.89K -11 -1%
ESB
893
Essex Savings Bank
Connecticut
$894K -$22.2K -31 -3%
BLC
894
Brown, Lisle/Cummings
Rhode Island
$886K – – –
WH
895
Willner & Heller
California
$881K +$44.5K +62 +6%
CIA
896
Choate Investment Advisors
Massachusetts
$878K -$34.4K -48 -4%
MWM
897
Meridian Wealth Management
Kentucky
$872K +$70.3K +98 +10%
DWM
898
Dakota Wealth Management
Florida
$865K -$558K -777 -42%
FCP
899
Fidelis Capital Partners
Florida
$864K +$208K +290 +30%
KWA
900
Kingswood Wealth Advisors
California
$863K +$179K +249 +30%