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CPB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
526
Pittenger & Anderson Inc
Nebraska
$15.2K – – –
KFI
527
Key Financial Inc
Pennsylvania
$14.7K -$420 -13 -3%
SCM
528
Silvant Capital Management
Georgia
$14.7K – – –
AWM
529
Accredited Wealth Management
Kentucky
$14.3K +$73.6K +2,277 +1,139%
HIW
530
Holos Integrated Wealth
Pennsylvania
$13K – – –
BBHC
531
Brown Brothers Harriman & Co
New York
$12.7K +$6.59K +204 +103%
ANBT
532
American National Bank & Trust
Texas
$12.6K +$12.9K +400 New
WWA
533
Wealth Watch Advisors
Colorado
$12.2K +$12.5K +386 New
OAJ
534
Ogorek Anthony Joseph
New York
$12K +$5.95K +184 +91%
TWD
535
True Wealth Design
Ohio
$10.9K +$8.89K +275 +387%
CMP
536
Coston McIsaac & Partners
Maine
$10K +$97 +3 +0.9%
SWM
537
Spire Wealth Management
Virginia
$9.88K +$711 +22 +8%
FFO
538
Fortitude Family Office
Arizona
$9.82K +$6.24K +193 +164%
RFP
539
Root Financial Partners
California
$9.79K +$10K +310 New
S
540
Sachetta
Massachusetts
$9.51K +$9.73K +301 New
KB
541
Kimelman & Baird
New York
$9.47K – – –
MSFP
542
Mark Sheptoff Financial Planning
Connecticut
$9.47K +$9.7K +300 New
BC
543
Barrett & Company
Rhode Island
$9.16K – – –
TFGT
544
TS Financial Group (TSFG)
Illinois
$9K – – –
TC
545
Trust Company
Kansas
$8.75K – – –
RA
546
Rise Advisors
New York
$8.37K -$452 -14 -5%
C
547
Covestor
United Kingdom
$8K -$194 -6 -2%
CAL
548
Capital Advisors Ltd
Ohio
$8K +$7.56K +234 +2,340%
PWMG
549
Prestige Wealth Management Group
New Jersey
$7.89K -$711 -22 -8%
JFA
550
JNBA Financial Advisors
Minnesota
$7.89K – – –
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