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Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
1901
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$915K -$5.38K -95 -0.6%
AWMT
1902
AAFMAA Wealth Management & Trust
North Carolina
$914K
NC
1903
NinePointTwo Capital
California
$914K
AAM
1904
Augustine Asset Management
Florida
$913K +$6.51K +115 +0.7%
UAML
1905
US Asset Management LLC
Pennsylvania
$908K +$5.38K +95 +0.6%
KPW
1906
Kore Private Wealth
New York
$901K +$153K +2,707 +20%
AFC
1907
AFT Forsyth & Company
Florida
$900K +$17K +300 +2%
Jones Financial Companies
1908
Jones Financial Companies
Missouri
$892K +$168K +2,974 +23%
IIC
1909
Integrated Investment Consultants
Michigan
$890K -$137K -2,425 -13%
FPF
1910
First Pacific Financial
Washington
$890K -$13K -229 -1%
MWM
1911
Meridian Wealth Management
Kentucky
$889K +$14.8K +261 +2%
RB
1912
Rodgers Brothers
Pennsylvania
$887K +$19.8K +350 +2%
QP
1913
Quilter Plc
United Kingdom
$885K -$50K -883 -5%
FDS
1914
Freedom Day Solutions
Texas
$880K -$12.4K -220 -1%
WBCM
1915
Wilson & Boucher Capital Management
California
$880K -$5.66K -100 -0.6%
FWP
1916
FAS Wealth Partners
Kansas
$879K -$24.7K -437 -3%
AIM
1917
Allen Investment Management
New York
$878K
CIM
1918
Caldwell Investment Management
Ontario, Canada
$878K
CIM
1919
CIM Investment Management
Pennsylvania
$877K +$890K +15,727 New
RBFC
1920
Roman Butler Fullerton & Co
Missouri
$874K -$64.4K -1,139 -7%
CFFP
1921
Center for Financial Planning
Michigan
$873K +$14.7K +259 +2%
DCM
1922
Dupont Capital Management
Delaware
$872K -$235K -4,145 -21%
BCAM
1923
Boston Common Asset Management
Massachusetts
$871K -$89.5K -1,582 -9%
DG
1924
DMC Group
Alabama
$870K -$283 -5 -0%
CCA
1925
Childress Capital Advisors
Texas
$870K +$188K +3,320 +27%