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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
951
BigSur Wealth Management
Florida
$456K
CFS
952
CRA Financial Services
New Jersey
$456K +$438K +2,641 New
SIMG
953
Sonora Investment Management Group
Arizona
$454K +$436K +2,628 New
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$452K +$17.6K +106 +4%
H
955
HoyleCohen
California
$450K -$81.2K -490 -16%
MCA
956
MSH Capital Advisors
Arizona
$449K +$430K +2,597 New
LOAMS
957
Lombard Odier Asset Management (Switzerland)
Switzerland
$446K +$427K +2,579 New
CFMC
958
Curbstone Financial Management Corp
New Hampshire
$446K +$428K +2,580 New
CSPIA
959
Cary Street Partners Investment Advisory
Virginia
$445K +$427K +2,575 New
FCFC
960
First Commonwealth Financial Corp
Pennsylvania
$443K +$1.99K +12 +0.5%
JSW
961
Journey Strategic Wealth
New Jersey
$443K +$425K +2,562 New
LWAC
962
Laurel Wealth Advisors (California)
California
$440K +$87.2K +526 +26%
FB
963
First Bancorp
Maine
$439K -$25.5K -154 -6%
KCM
964
Kornitzer Capital Management
Kansas
$437K -$8.29K -50 -2%
1W
965
1776 Wealth
Georgia
$437K +$3.98K +24 +1%
Cohen & Steers
966
Cohen & Steers
New York
$434K
SRSA
967
S.R. Schill & Associates
Washington
$433K +$114K +690 +38%
BOM
968
Bank of Marin
California
$432K
1WA
969
180 Wealth Advisors
Washington
$431K +$10.8K +65 +2%
WIM
970
Wilen Investment Management
Florida
$430K -$8.29K -50 -2%
HWIS
971
Hancock Whitney Investment Services
Louisiana
$430K +$402K +2,423 New
PNC
972
Park National Corp
Ohio
$429K -$247K -1,491 -37%
LC
973
Landaas & Company
Wisconsin
$428K
PWS
974
Peterson Wealth Services
Utah
$428K +$410K +2,475 New
CIM
975
Contravisory Investment Management
Massachusetts
$428K +$410K +2,476 New