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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
Concord Wealth Partners
Virginia
$593K +$106K +332 +18%
CIS
927
Capital International Sarl
California
$592K +$175K +550 +34%
SIA
928
Schechter Investment Advisors
Michigan
$592K -$521K -1,635 -43%
MF
929
Manchester Financial
California
$591K
SAM
930
Strive Asset Management
Ohio
$591K +$682K +2,139 New
PTC
931
Private Trust Company
Ohio
$589K -$92.1K -289 -12%
4WM
932
44 Wealth Management
Oregon
$588K -$150K -471 -18%
BONH
933
Bank of New Hampshire
New Hampshire
$585K -$7.97K -25 -1%
SF
934
Summit Financial
New Jersey
$581K +$181K +567 +37%
CBT
935
CoreFirst Bank & Trust
Kansas
$575K -$9.56K -30 -1%
CAM
936
Columbia Asset Management
Michigan
$574K
KIA
937
KCM Investment Advisors
California
$574K -$29.3K -92 -4%
MWM
938
Mission Wealth Management
California
$571K -$59K -185 -8%
LC
939
Lindbrook Capital
California
$570K -$25.5K -80 -4%
AIS
940
American Investment Services
Massachusetts
$570K
PCP
941
Perbak Capital Partners
United Kingdom
$566K -$2.64M -8,289 -80%
EGA
942
E&G Advisors
Texas
$562K
CI
943
Conning Inc
Connecticut
$562K -$6.06K -19 -0.9%
KNW
944
Kesler Norman & Wride
Utah
$562K +$11.2K +35 +2%
TAM
945
Trillium Asset Management
Massachusetts
$561K -$209K -656 -24%
ATS
946
Ashton Thomas Securities
New York
$557K +$125K +393 +24%
PNC
947
Park National Corp
Ohio
$556K +$21K +66 +3%
FWCM
948
Ferguson Wellman Capital Management
Oregon
$555K -$1.91K -6 -0.3%
HCM
949
Howard Capital Management
Georgia
$554K +$28.4K +89 +5%
OWA
950
Outlook Wealth Advisors
Texas
$554K +$319 +1 +0%