Name Holding Trade Value Shares
Change
Change in
Stake
SI
1351
Severin Investments
Missouri
$373K -$108K -312 -23%
ESB
1352
Essex Savings Bank
Connecticut
$372K -$8.68K -25 -2%
BFA
1353
Bill Few Associates
Pennsylvania
$371K +$347 +1 +0.1%
RW
1354
Rede Wealth
Virginia
$368K +$1.74K +5 +0.5%
CI
1355
Conning Inc
Connecticut
$368K -$59K -170 -14%
BBL
1356
Beck Bode LLC
Massachusetts
$366K +$357K +1,027 New
SW
1357
SVB Wealth
Massachusetts
$365K -$8.33K -24 -2%
FCP
1358
Fidelis Capital Partners
Florida
$365K +$32.3K +93 +10%
CAL
1359
Capital Advisors Ltd
Ohio
$364K – – –
MCM
1360
MV Capital Management
Maryland
$363K -$15.6K -45 -4%
6F
1361
626 Financial
Michigan
$363K – – –
CAI
1362
Capital Advisors Inc
Oklahoma
$363K +$26.7K +77 +8%
OWM
1363
Orca Wealth Management
Florida
$362K +$694 +2 +0.2%
AF
1364
Advisornet Financial
Minnesota
$362K +$5.9K +17 +2%
BCG
1365
Breakwater Capital Group
New Jersey
$361K +$2.78K +8 +0.8%
CWG
1366
Cornerstone Wealth Group
North Carolina
$361K +$28.8K +83 +10%
MCCP
1367
Mission Creek Capital Partners
California
$360K +$18.7K +54 +3%
PF
1368
Penney Financial
Texas
$360K -$48.6K -140 -12%
FSBI
1369
Fearless Solutions (Best Invest)
Texas
$360K – – –
HPM
1370
Hudson Portfolio Management
New York
$360K – – –
IWA
1371
IVC Wealth Advisors
Pennsylvania
$359K -$16K -46 -4%
LI
1372
LifeWealth Investments
Florida
$358K +$347 +1 +0.1%
ZIC
1373
ZWJ Investment Counsel
Georgia
$357K -$3.12K -9 -0.9%
CWP
1374
Core Wealth Partners
California
$356K +$694 +2 +0.2%
LIM
1375
Loudon Investment Management
New Hampshire
$356K -$17.4K -50 -5%