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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1476
CRA Financial Services
New Jersey
$502K -$59.4K -1,646 -11%
KSWWM
1477
Keyes Stange & Wooten Wealth Management
Florida
$501K -$2.17K -60 -0.4%
WR
1478
WD Rutherford
Oregon
$501K -$1.68M -46,526 -76%
AWM
1479
Accurate Wealth Management
Florida
$500K +$56.3K +1,561 +12%
RSA
1480
River Street Advisors
Illinois
$500K -$2.06K -57 -0.4%
FLII
1481
First Long Island Investors
New York
$499K -$1.55M -43,011 -76%
PCP
1482
Proficio Capital Partners
Massachusetts
$498K -$87.6K -2,428 -15%
TGAM
1483
TBH Global Asset Management
Tennessee
$498K +$541 +15 +0.1%
FFO
1484
Fiduciary Family Office
Florida
$494K +$483K +13,400 New
OBGC
1485
O'Brien Greene & Co
Pennsylvania
$492K -$3.61K -100 -0.7%
BCM
1486
Becker Capital Management
Oregon
$491K
ACA
1487
Atlas Capital Advisors
Wyoming
$490K -$5.09K -141 -1%
LGA
1488
Lebenthal Global Advisors
New York
$490K -$4.62K -128 -1%
LTI
1489
Laffer Tengler Investments
Tennessee
$490K -$454K -12,574 -49%
OCM
1490
One Capital Management
California
$489K +$45.3K +1,256 +10%
WG
1491
Wealth Group
North Carolina
$489K -$15.3K -423 -3%
MWA
1492
Medallion Wealth Advisors
Connecticut
$489K +$29.6K +819 +7%
KWM
1493
Keebeck Wealth Management
Illinois
$487K -$2.54M -70,308 -84%
SA
1494
Sylvest Advisors
Texas
$487K +$82.2K +2,277 +21%
NPT
1495
Nixon Peabody Trust
Massachusetts
$487K -$1.91M -52,998 -80%
UBV
1496
United Bank (Virginia)
Virginia
$486K
EBT
1497
Enterprise Bank & Trust
Massachusetts
$486K +$13.7K +379 +3%
MCWA
1498
Meadow Creek Wealth Advisors
Georgia
$485K -$31K -858 -6%
MEG
1499
Millstone Evans Group
Colorado
$485K
PP
1500
Patron Partners
Texas
$485K +$82.6K +2,288 +21%