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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1451
Capital Advisors Wealth Management
Washington
$2.34M +$92.8K +579 +4%
AFG
1452
Atomi Financial Group
New York
$2.34M +$56.1K +350 +2%
ABP
1453
Arthur B. Page
$2.34M -$35.1K -219 -1%
SAI
1454
Systematic Alpha Investments
New Jersey
$2.34M – – –
CCWM
1455
Cassaday & Co Wealth Management
Virginia
$2.33M +$13.8K +86 +0.6%
TAIM
1456
Te Ahumairangi Investment Management
New Zealand
$2.33M +$2.37M +14,800 New
IGWM
1457
ICA Group Wealth Management
Colorado
$2.32M -$1.82M -11,325 -43%
KS
1458
Karpas Strategies
Connecticut
$2.32M +$7.54K +47 +0.3%
PWG
1459
Portside Wealth Group
Utah
$2.31M +$2.36M +14,701 New
OC
1460
Oakworth Capital
Alabama
$2.31M -$118K -737 -5%
SW
1461
Solidarity Wealth
Utah
$2.31M -$962K -6,000 -29%
KJWM
1462
Kiley Juergens Wealth Management
Washington
$2.3M +$50.7K +316 +2%
CPSAC
1463
Chas P. Smith & Associates (CPS)
Florida
$2.3M -$60.9K -380 -3%
IAS
1464
Insigneo Advisory Services
Florida
$2.3M +$719K +4,482 +44%
AIS
1465
American Investment Services
Massachusetts
$2.3M -$8.43M -52,612 -78%
ACM
1466
Allred Capital Management
Texas
$2.29M -$25.5K -159 -1%
HI
1467
Hendershot Investments
Virginia
$2.29M – – –
BSA
1468
Bull Street Advisors
Georgia
$2.29M -$9.3K -58 -0.4%
MCM
1469
Monarch Capital Management
Indiana
$2.29M -$34.3K -214 -1%
SIAP
1470
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M +$10.6K +66 +0.5%
ST
1471
Somerset Trust
Pennsylvania
$2.28M -$69.9K -436 -3%
KMWM
1472
Keudell/Morrison Wealth Management
Oregon
$2.27M +$51.6K +322 +2%
CCT
1473
Chemung Canal Trust
New York
$2.27M -$18.4K -115 -0.8%
NHT
1474
New Hampshire Trust
New Hampshire
$2.27M +$34.3K +214 +2%
PCS
1475
Personal CFO Solutions
New Jersey
$2.27M +$54.3K +339 +2%
57 58
59
60 61