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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1251
Waldron Private Wealth
Pennsylvania
$604K +$1.45K +16 +0.2%
SA
1252
SPWM Advisors
Michigan
$603K +$583K +6,442 New
WI
1253
Wedgewood Investors
Pennsylvania
$602K – – –
SAM
1254
Smithbridge Asset Management
Pennsylvania
$601K +$580K +6,416 New
SVWAG
1255
Sound View Wealth Advisors Group
Georgia
$600K +$196K +2,167 +51%
CPBTD
1256
Central Pacific Bank - Trust Division
Hawaii
$599K -$9.95K -110 -2%
CF
1257
Centaurus Financial
California
$598K -$101K -1,116 -15%
NWMG
1258
National Wealth Management Group
Ohio
$595K +$139K +1,539 +32%
CRI
1259
Colonial River Investments
Virginia
$595K +$54.4K +602 +10%
FFP
1260
FourThought Financial Partners
Florida
$594K -$120K -1,329 -17%
ALAM
1261
Asahi Life Asset Management
Japan
$592K +$572K +6,329 New
OPA
1262
Old Port Advisors
Maine
$592K +$2.44K +27 +0.4%
CBA
1263
Coastal Bridge Advisors
Connecticut
$591K +$40.3K +446 +8%
PVI
1264
Pine Valley Investments
New Jersey
$590K -$2.08K -23 -0.4%
WSC
1265
Wellington Shields & Co
New York
$589K +$1.9K +21 +0.3%
LDB
1266
Lee, Danner & Bass
Tennessee
$589K -$4.52K -50 -0.8%
SWA
1267
Strategies Wealth Advisors
Michigan
$589K -$206K -2,281 -27%
TBA
1268
Tower Bridge Advisors
Pennsylvania
$588K – – –
BO
1269
Bank OZK
Arkansas
$587K +$30.3K +335 +6%
SPWG
1270
Syntegra Private Wealth Group
Missouri
$586K -$6.42K -71 -1%
PIM
1271
Provident Investment Management
Michigan
$584K – – –
HCM
1272
Hollencrest Capital Management
California
$584K +$90.4K +1,000 +19%
IGAM
1273
iA Global Asset Management
Quebec, Canada
$584K – – –
HR
1274
Howe & Rusling
New York
$583K +$91.9K +1,016 +19%
CAMG
1275
CWA Asset Management Group
Florida
$582K -$198K -2,192 -26%
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