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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1151
Wealthspan Partners
Iowa
$1.08M -$86.8K -784 -9%
CA
1152
Callahan Advisors
Texas
$1.08M -$11.1K -100 -1%
CST
1153
Charles Schwab Trust
Nevada
$1.07M +$55.4K +500 +7%
CIC
1154
Crawford Investment Counsel
Georgia
$1.07M +$24.5K +221 +3%
HIIFS
1155
Harel Insurance Investments & Financial Services
Israel
$1.07M +$601K +5,424 +201%
PWM
1156
Perigon Wealth Management
California
$1.07M +$103K +934 +13%
STCOSD
1157
Sageworth Trust Company of South Dakota
South Dakota
$1.07M +$48.3K +436 +6%
MPG
1158
My Portfolio Guide
California
$1.07M +$896K +8,094 New
VHAM
1159
Van Hulzen Asset Management
California
$1.07M +$22.1K +200 +3%
JFGIW
1160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07M +$51.8K +468 +6%
KIA
1161
KCM Investment Advisors
California
$1.06M -$24.7K -223 -3%
KJWM
1162
Kiley Juergens Wealth Management
Washington
$1.06M +$889K +8,027 New
CAM
1163
Carret Asset Management
New York
$1.06M -$565K -5,100 -39%
WFA
1164
Wellspring Financial Advisors
Ohio
$1.05M +$68K +614 +8%
PFBT
1165
Parkside Financial Bank & Trust
Missouri
$1.05M +$19.6K +177 +2%
AI
1166
Arvest Investments
Arkansas
$1.05M -$15.2K -137 -2%
HFM
1167
Hartford Funds Management
Pennsylvania
$1.05M -$85K -768 -9%
PFA
1168
Pure Financial Advisors
California
$1.04M +$101K +909 +13%
B
1169
Birchbrook
Maine
$1.04M – – –
BHBT
1170
Burke & Herbert Bank & Trust
Virginia
$1.04M -$22.1K -200 -2%
MGAM
1171
McGowan Group Asset Management
Texas
$1.03M +$26.4K +238 +3%
TWP
1172
Tyche Wealth Partners
Texas
$1.03M -$6.75K -61 -0.8%
EHC
1173
Everett Harris & Co
California
$1.03M -$1.22K -11 -0.1%
CL
1174
CVFG LLC
Indiana
$1.03M +$862K +7,780 New
VIM
1175
Vista Investment Management
Pennsylvania
$1.02M -$1.99K -18 -0.2%
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