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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1751
Perennial Advisors
New York
$661K +$22.6K +182 +4%
BDWM
1752
Brewin Dolphin Wealth Management
Ireland
$655K -$47.2K -380 -7%
FAN
1753
Financial Advisors Network
California
$654K +$642K +5,173 New
EWF
1754
Epstein & White Financial
California
$653K -$28.4K -229 -4%
NL
1755
NVWM LLC
Pennsylvania
$652K +$61.8K +498 +11%
Kovitz Investment Group Partners
1756
Kovitz Investment Group Partners
Illinois
$650K -$117K -940 -15%
BT
1757
Brandywine Trust
Delaware
$648K -$62.1K -500 -9%
TFF
1758
The Family Firm
Maryland
$646K -$22K -177 -3%
KBG
1759
Kahn Brothers Group
New York
$638K
PP
1760
PDS Planning
Ohio
$638K +$2.73K +22 +0.4%
IIC
1761
Integrated Investment Consultants
Michigan
$636K -$316K -2,546 -34%
AFIA
1762
America First Investment Advisors
Nebraska
$636K
BCM
1763
Blume Capital Management
California
$633K -$2.85K -23 -0.5%
CS
1764
Credential Securities
$633K -$36.9K -297 -6%
PAWC
1765
P.A.W. Capital
Connecticut
$632K -$62.1K -500 -9%
UFG
1766
United Fire Group
Iowa
$632K
PWPS
1767
Pinnacle Wealth Planning Services
Ohio
$631K +$81.8K +659 +15%
OPTFSNA
1768
Old Point Trust & Financial Services N A
Virginia
$629K -$54K -435 -8%
WAG
1769
Winthrop Advisory Group
Massachusetts
$626K +$25.6K +206 +4%
FBFS
1770
First Business Financial Services
Wisconsin
$625K +$23.6K +190 +4%
AI
1771
Accredited Investors
Minnesota
$623K +$13.4K +108 +2%
SAM
1772
Summit Asset Management
Tennessee
$622K -$104K -838 -15%
BAM
1773
Belpointe Asset Management
Nevada
$620K -$529K -4,264 -47%
SFG
1774
SNS Financial Group
Minnesota
$620K +$54K +435 +10%
DMC
1775
Drexel Morgan & Co
Pennsylvania
$614K +$31.7K +255 +6%