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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1326
Fragasso Financial Advisors
Pennsylvania
$588K -$7.27K -35 -1%
CWM
1327
Connecticut Wealth Management
Connecticut
$586K -$57.1K -275 -9%
WP
1328
Wedgewood Partners
Missouri
$585K
HL
1329
HeadInvest LLC
Maine
$585K -$45.7K -220 -8%
CI Investments Inc
1330
CI Investments Inc
Ontario, Canada
$583K +$18.9K +91 +3%
TCM
1331
Tufton Capital Management
Maryland
$582K -$138K -665 -19%
FWM
1332
Finer Wealth Management
Massachusetts
$582K -$28.7K -138 -5%
CAAS
1333
Capital Asset Advisory Services
Michigan
$581K +$831 +4 +0.1%
FPCP
1334
Fort Point Capital Partners
California
$581K +$38.2K +184 +7%
WDG
1335
Wealth Dimensions Group
Ohio
$580K -$4.99K -24 -0.9%
CP
1336
Coho Partners
Pennsylvania
$580K -$251K -1,210 -31%
NBT
1337
Northwest Bank & Trust
Iowa
$580K +$570K +2,746 New
ATC
1338
Adirondack Trust Company
New York
$579K -$16K -77 -3%
TGAM
1339
TBH Global Asset Management
Tennessee
$578K +$99.7K +480 +21%
MC
1340
Mathes Company
New York
$578K +$569K +2,739 New
MCCP
1341
Mission Creek Capital Partners
California
$578K +$208 +1 +0%
IFPG
1342
Intrepid Financial Planning Group
Indiana
$573K -$6.65K -32 -1%
BOPW
1343
Brandywine Oak Private Wealth
Pennsylvania
$573K -$38.4K -185 -6%
BCA
1344
Bay Colony Advisors
Massachusetts
$572K +$3.12K +15 +0.6%
AFPL
1345
Advus Financial Partners, LLC
Florida
$570K +$102K +489 +22%
PTB
1346
Pioneer Trust Bank
Oregon
$570K -$17.7K -85 -3%
PCA
1347
Pallas Capital Advisors
Massachusetts
$569K +$29.5K +142 +6%
MPWT
1348
MassMutual Private Wealth & Trust
Connecticut
$568K +$18.1K +87 +3%
BRA
1349
Bender Robert & Associates
California
$568K -$52.1K -251 -9%
TFF
1350
The Family Firm
Maryland
$567K