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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2576
DWR Wealth Management
California
$839K – – –
NFTC
2577
North Forty Two & Co
Oregon
$838K – – –
AIS
2578
AM Investment Strategies
Tennessee
$838K +$732 +7 +0.1%
CAM
2579
Chesapeake Asset Management
New York
$836K +$29.6K +283 +4%
AAG
2580
Armstrong Advisory Group
Massachusetts
$836K +$418 +4 +0.1%
VFA
2581
Voya Financial Advisors
Connecticut
$836K -$268K -2,558 -26%
CCM
2582
Chaney Capital Management
Washington
$833K +$15.6K +149 +2%
NS
2583
Northland Securities
Minnesota
$831K -$138K -1,319 -16%
SR
2584
Swiss Re
Switzerland
$831K +$692K +6,617 +1,448%
KCIC
2585
Kuhn & Co Investment Counsel
Illinois
$831K +$8.47K +81 +1%
EC
2586
EdgeRock Capital
Colorado
$829K -$48.5K -464 -6%
CAM
2587
Cypress Asset Management
Texas
$826K – – –
QP
2588
Quilter Plc
United Kingdom
$825K – – –
NLP
2589
Next Level Private
New York
$822K +$23.4K +224 +3%
IA
2590
Intellus Advisors
Florida
$821K -$22.9K -219 -3%
MWM
2591
Mosley Wealth Management
California
$821K +$681K +6,508 +1,350%
CIA
2592
Cape Investment Advisory
Georgia
$819K +$35.2K +337 +5%
JC
2593
JB Capital
Connecticut
$818K -$12.3K -118 -2%
TC
2594
Truvestments Capital
Florida
$817K -$1.88K -18 -0.3%
KFA
2595
Krane Funds Advisors
New York
$814K -$280K -2,673 -28%
CWA
2596
Canvas Wealth Advisors
Kansas
$813K +$17.5K +167 +2%
BP
2597
Broadleaf Partners
Ohio
$812K – – –
WCFA
2598
Walkner Condon Financial Advisors
Wisconsin
$811K +$34.5K +330 +5%
GP
2599
Guardian Partners
Canada
$811K -$105 -1 -0%
CAL
2600
Capital Advisors Ltd
Ohio
$811K -$18.5K -177 -2%