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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1251
Pegasus Partners
Wisconsin
$843K +$97.8K +320 +14%
FI
1252
Financial Insights
Washington
$841K -$739K -2,420 -49%
CFO
1253
Collective Family Office
Pennsylvania
$840K -$26K -85 -3%
DWA
1254
Douglass Winthrop Advisors
New York
$839K +$137K +450 +22%
WPW
1255
Waldron Private Wealth
Pennsylvania
$838K +$5.5K +18 +0.7%
WFAG
1256
Worth Financial Advisory Group
North Carolina
$836K +$193K +631 +33%
BC
1257
Belmont Capital
California
$833K
HC
1258
Henshaw Capital
Massachusetts
$832K +$767K +2,510 New
WDL
1259
Well Done LLC
Michigan
$831K -$13.1K -43 -2%
CAM
1260
Chesapeake Asset Management
New York
$831K -$61.1K -200 -7%
OIA
1261
Optimum Investment Advisors
Illinois
$820K -$123K -401 -14%
ADMI
1262
Albert D. Mason Inc
Massachusetts
$818K
CP
1263
Canopy Partners
Ohio
$816K +$1.22K +4 +0.2%
FIM
1264
Freedom Investment Management
Connecticut
$806K +$401K +1,313 +117%
CG
1265
Cynosure Group
Utah
$805K +$53.8K +176 +8%
AFCM
1266
Applied Finance Capital Management
Puerto Rico
$804K +$250K +819 +51%
OCM
1267
Orion Capital Management
California
$803K +$30.6K +100 +4%
MCM
1268
Monument Capital Management
Virginia
$800K
CI
1269
CX Institutional
Indiana
$798K -$95.3K -312 -11%
HC
1270
Hourglass Capital
Texas
$795K
V
1271
VeraBank
Texas
$792K -$7.03K -23 -1%
HNWAG
1272
High Net Worth Advisory Group
Florida
$788K
GFP
1273
Gryphon Financial Partners
Ohio
$787K +$74.9K +245 +11%
EA
1274
Everpar Advisors
Oklahoma
$782K -$63.9K -209 -8%
HCM
1275
Howard Capital Management
Georgia
$774K +$714K +2,336 New