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Name Holding Trade Value Shares
Change
Change in
Stake
UPS
1226
UHLMANN PRICE SECURITIES
Illinois
$244K – – –
AF
1227
AGP Franklin
Tennessee
$244K +$246K +700 New
Spire Wealth Management
1228
Spire Wealth Management
Virginia
$242K +$9.13K +26 +4%
WDG
1229
Wealth Dimensions Group
Ohio
$241K +$243K +691 New
SWP
1230
SIMA Wealth Partners
Virginia
$241K – – –
CFP
1231
Catalyst Financial Partners
Massachusetts
$240K +$7.03K +20 +3%
HI
1232
Hudock Inc
Pennsylvania
$239K +$1.05K +3 +0.4%
CFS
1233
CRA Financial Services
New Jersey
$239K – – –
Bridges Investment Management
1234
Bridges Investment Management
Nebraska
$237K +$239K +680 New
BDF
1235
Black Diamond Financial
Maryland
$237K +$239K +679 New
AMG National Trust Bank
1236
AMG National Trust Bank
Colorado
$236K – – –
CCM
1237
Cohen Capital Management
California
$235K – – –
Commerzbank Aktiengesellschaft
1238
Commerzbank Aktiengesellschaft
Germany
$234K +$236K +671 New
CT
1239
Colonial Trust
South Carolina
$233K +$77.3K +220 +49%
AIM
1240
Advyzon Investment Management
Illinois
$232K +$234K +666 New
SIA
1241
Soltis Investment Advisors
Utah
$232K +$16.2K +46 +7%
Brooklyn Investment Group
1242
Brooklyn Investment Group
New York
$231K +$23.2K +66 +11%
AFT
1243
Alpha Family Trust
California
$230K – – –
One Capital Management
1244
One Capital Management
California
$230K -$7.73K -22 -3%
GLLW
1245
Graves Light Lenhart Wealth
Virginia
$230K – – –
I
1246
IMPACTfolio
Colorado
$229K -$2.81K -8 -1%
SIM
1247
SSI Investment Management
California
$229K – – –
FFWA
1248
FRG Family Wealth Advisors
Washington
$228K – – –
TFG
1249
Taylor Financial Group
Virginia
$228K – – –
ATC
1250
Adirondack Trust Company
New York
$227K -$2.11K -6 -0.9%