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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1501
Compass Ion Advisors
Pennsylvania
$604K +$678K +3,856 New
DP
1502
Dearborn Partners
Illinois
$602K -$46.6K -265 -6%
RRA
1503
Red Reef Advisors
Florida
$602K -$4.57K -26 -0.7%
FWP
1504
Forefront Wealth Partners
Texas
$600K +$6.51K +37 +1%
CS
1505
Crescent Sterling
Louisiana
$600K -$97.2K -553 -13%
AIM
1506
Advyzon Investment Management
Illinois
$600K +$3.52K +20 +0.5%
ICP
1507
Interchange Capital Partners
Pennsylvania
$598K -$165K -938 -20%
SA
1508
Strategic Advisors
New York
$598K -$27.1K -154 -4%
AT
1509
Adelphi Trust
Florida
$597K -$8.44K -48 -1%
AWM
1510
Act Wealth Management
Texas
$596K +$199K +1,129 +42%
DBIA
1511
Dumont & Blake Investment Advisors
New Jersey
$596K -$16.4K -93 -2%
PL
1512
Perpetual Ltd
Australia
$594K -$164K -930 -20%
FNB
1513
Farmers National Bank
Kentucky
$593K -$48K -273 -7%
MMPW
1514
Mitchell McLeod Pugh & Williams
Alabama
$592K -$26.4K -150 -4%
CA
1515
Claro Advisors
Massachusetts
$589K +$2.29K +13 +0.3%
KSB
1516
Kennebec Savings Bank
Maine
$589K +$18.5K +105 +3%
DE
1517
Diversified Enterprises
Delaware
$588K -$19K -108 -3%
BO
1518
Bank OZK
Arkansas
$588K +$42.9K +244 +7%
SAA
1519
Southeast Asset Advisors
Georgia
$587K +$87.9K +500 +15%
HCM
1520
Howland Capital Management
Massachusetts
$585K +$1.23K +7 +0.2%
CA
1521
Carson Advisory
Georgia
$584K +$107K +610 +20%
AFT
1522
Alpha Family Trust
California
$581K +$136K +775 +26%
QPBE
1523
Quintet Private Bank (Europe)
Luxembourg
$579K -$18.1K -103 -3%
CBTWT
1524
Community Bank & Trust (Waco, Texas)
Texas
$579K +$8.09K +46 +1%
IA
1525
IFG Advisory
Georgia
$578K +$648K +3,687 New