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Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
1201
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$318K +$1.51K +5 +0.5%
JAG
1202
Journey Advisory Group
Kentucky
$317K
SIG
1203
Sky Investment Group
Connecticut
$317K -$22.6K -75 -7%
WFAG
1204
Wescott Financial Advisory Group
Pennsylvania
$313K +$904 +3 +0.3%
HA
1205
Harfst & Associates
Wyoming
$313K
BCB
1206
Brian C. Broderick
$313K
KCP
1207
Kera Capital Partners
California
$313K +$286K +950 New
MHC
1208
May Hill Capital
Massachusetts
$312K +$15.1K +50 +6%
COCM
1209
Charter Oak Capital Management
New Hampshire
$309K +$2.11K +7 +0.8%
PIM
1210
Penobscot Investment Management
Massachusetts
$308K +$282K +937 New
REMPR
1211
Roof Eidam Maycock Peralta (REMP)
California
$307K -$123K -407 -30%
CAMG
1212
CWA Asset Management Group
Florida
$306K +$42.5K +141 +18%
DI
1213
Disciplined Investors
Texas
$306K
PWPS
1214
Pinnacle Wealth Planning Services
Ohio
$305K +$12.7K +42 +5%
CSB
1215
City State Bank
Iowa
$304K
FA
1216
Fiduciary Alliance
South Carolina
$304K +$2.71K +9 +1%
AG
1217
AlTi Global
New York
$304K +$19.3K +64 +7%
CA
1218
Claris Advisors
Missouri
$304K +$30.1K +100 +12%
LIM
1219
Leavell Investment Management
Alabama
$302K +$13.9K +46 +5%
EA
1220
Everpar Advisors
Oklahoma
$302K +$30.4K +101 +12%
BFA
1221
Brendel Financial Advisors
New Hampshire
$301K -$7.53K -25 -3%
BFPW
1222
BOK Financial Private Wealth
Colorado
$300K -$78.3K -260 -22%
BOPW
1223
Brandywine Oak Private Wealth
Pennsylvania
$299K -$904 -3 -0.3%
MIC
1224
Means Investment Company
Maine
$299K -$13.3K -44 -5%
PIA
1225
Perennial Investment Advisors
California
$298K -$19.3K -64 -7%