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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1901
Wilkins Investment Counsel
Massachusetts
$893K +$2.04K +40 +0.2%
MLFP
1902
MPS Loria Financial Planners
Illinois
$892K +$2.4K +47 +0.3%
TWP
1903
Tempus Wealth Planning
California
$892K +$31.9K +624 +4%
TCCM
1904
Timber Creek Capital Management
Massachusetts
$890K -$10.2K -200 -1%
CP
1905
Cumberland Partners
Ontario, Canada
$889K +$899K +17,600 New
RFG
1906
RFP Financial Group
Georgia
$889K -$69.4K -1,359 -7%
BHBT
1907
Burke & Herbert Bank & Trust
Virginia
$887K -$255 -5 -0%
GPA
1908
Garrison Point Advisors
California
$885K
DWM
1909
Destination Wealth Management
California
$885K -$13.4K -262 -1%
CL
1910
CSS LLC
Illinois
$884K -$102K -2,000 -10%
FTWA
1911
Fifth Third Wealth Advisors
Ohio
$884K +$251K +4,908 +39%
AA
1912
Addison Advisors
Vermont
$884K +$3.37K +66 +0.4%
SRC
1913
Sage Rhino Capital
California
$882K -$3.58K -70 -0.4%
AWG
1914
Altus Wealth Group
Colorado
$880K +$38.1K +746 +4%
CWM
1915
Connecticut Wealth Management
Connecticut
$880K +$88.7K +1,737 +11%
SWM
1916
Sterling Wealth Management
Illinois
$879K +$889K +17,397 New
JWS
1917
Juncture Wealth Strategies
Arizona
$878K -$105K -2,054 -11%
LCM
1918
Liberty Capital Management
Michigan
$877K
FPF
1919
First Pacific Financial
Washington
$875K -$21.8K -426 -2%
GWANC
1920
Guardian Wealth Advisors (North Carolina)
North Carolina
$875K +$92.7K +1,814 +12%
T
1921
TOBAM
France
$873K -$83.6K -1,637 -9%
TLCM
1922
Twin Lakes Capital Management
California
$873K +$6.49K +127 +0.7%
Fiera Capital (Canada)
1923
Fiera Capital (Canada)
Quebec, Canada
$871K +$881K +17,250 New
DG
1924
DMC Group
Alabama
$870K -$90.4K -1,770 -9%
FW
1925
FirstPurpose Wealth
Utah
$869K +$9.2K +180 +1%