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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1201
Douglass Winthrop Advisors
New York
$475K +$46.4K +210 +12%
JSA
1202
Jacobson & Schmitt Advisors
Wisconsin
$473K
WA
1203
WealthTrust Axiom
Pennsylvania
$473K
WCG
1204
Weaver Consulting Group
California
$471K
BSB
1205
Bangor Savings Bank
Maine
$470K -$99.3K -450 -19%
IWP
1206
Invenio Wealth Partners
Florida
$470K -$54.5K -247 -11%
C
1207
Certuity
Florida
$469K -$4.19K -19 -1%
TA
1208
TrueWealth Advisors
Alabama
$469K -$23.8K -108 -5%
PWP
1209
Phillips Wealth Planners
Mississippi
$468K -$102K -460 -19%
SFS
1210
Summit Financial Strategies
Ohio
$465K
RIM
1211
RW Investment Management
Idaho
$462K -$11K -50 -3%
AEPWM
1212
Atlantic Edge Private Wealth Management
Florida
$462K +$424K +1,920 New
CFG
1213
Carr Financial Group
Massachusetts
$461K
KOC
1214
Koss-Olinger Consulting
Florida
$459K -$23K -104 -5%
HCM
1215
Hollencrest Capital Management
California
$458K +$38.4K +174 +10%
OA
1216
Oxbow Advisors
Texas
$458K
SP
1217
Saranac Partners
$458K
RIL
1218
Rothschild Investment LLC
Illinois
$456K +$32K +145 +8%
CB
1219
Community Bank
New York
$455K
KP
1220
Keel Point
Alabama
$454K +$11.9K +54 +3%
PF
1221
Phoenix Financial
Israel
$451K +$108K +488 +37%
SDIC
1222
South Dakota Investment Council
South Dakota
$451K
KTA
1223
Keeley-Teton Advisors
Illinois
$449K
TIA
1224
Traphagen Investment Advisors
New Jersey
$448K -$23K -104 -5%
CC
1225
Courier Capital
New York
$447K