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Name Holding Trade Value Shares
Change
Change in
Stake
CSA
2876
Cottage Street Advisors
Massachusetts
$299K +$799 +13 +0.3%
ZAM
2877
Zevin Asset Management
Massachusetts
$299K -$615 -10 -0.2%
FPW
2878
Fairvoy Private Wealth
Alabama
$298K -$25.9K -422 -9%
VP
2879
Verum Partners
North Carolina
$298K -$6.7K -109 -2%
RK
2880
Rather & Kittrell
Tennessee
$297K +$7.01K +114 +3%
BCB
2881
Brian C. Broderick
$296K -$18.4K -300 -7%
BWFA
2882
Baltimore-Washington Financial Advisors
Maryland
$296K +$262K +4,270 New
CAM
2883
Chesapeake Asset Management
New York
$296K +$81.2K +1,321 +45%
AWM
2884
Avaii Wealth Management
Wisconsin
$296K +$262K +4,267 New
BIM
2885
Barton Investment Management
Pennsylvania
$296K – – –
WFAG
2886
Wescott Financial Advisory Group
Pennsylvania
$296K -$16.3K -266 -6%
PPA
2887
Pacific Point Advisors
California
$296K – – –
OMIC
2888
Old Mission Investment Co
Michigan
$295K +$261K +4,252 New
CCA
2889
Cora Capital Advisors
New Jersey
$295K +$15.1K +245 +6%
KWA
2890
Kellett Wealth Advisors
Ohio
$295K +$46.8K +761 +22%
SFWC
2891
Strategic Family Wealth Counselors
New Jersey
$295K -$22.4K -364 -8%
DA
2892
Dover Advisors
Virginia
$295K – – –
SWG
2893
Summit Wealth Group
Vermont
$293K +$28.6K +466 +12%
MYLI
2894
Meiji Yasuda Life Insurance
Japan
$292K +$19.8K +322 +8%
SSW
2895
Stone Summit Wealth
Florida
$292K -$6.94K -113 -3%
MSFP
2896
Mark Sheptoff Financial Planning
Connecticut
$292K +$6.64K +108 +3%
VPP
2897
Vertex Planning Partners
Illinois
$292K -$3.32K -54 -1%
CIA
2898
Cape Investment Advisory
Georgia
$292K +$158K +2,566 +157%
NI
2899
NDVR Inc
Massachusetts
$291K +$4.67K +76 +2%
RC
2900
Rahlfs Capital
Texas
$291K -$26.1K -425 -9%