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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
451
Abacus FCF Advisors
Florida
$888K -$1.1M -34,261 -53%
CA
452
Cetera Advisors
Colorado
$877K +$62.9K +1,969 +7%
BHBT
453
Burke & Herbert Bank & Trust
Virginia
$874K -$3.71K -116 -0.4%
CPO
454
Cerity Partners OCIO
New York
$873K -$45.9K -1,435 -5%
RFG
455
Range Financial Group
Oregon
$866K -$9.01K -282 -1%
BSW
456
Buckingham Strategic Wealth
Missouri
$863K +$34.5K +1,080 +4%
WP
457
WealthPLAN Partners
Nebraska
$854K +$106K +3,317 +13%
AMG
458
Asset Management Group
Connecticut
$853K -$89.5K -2,800 -9%
LOAMS
459
Lombard Odier Asset Management (Switzerland)
Switzerland
$852K +$127K +3,976 +16%
JCM
460
Jacobi Capital Management
Pennsylvania
$848K +$22.9K +718 +3%
KWM
461
Kingsview Wealth Management
Oregon
$848K +$894K +27,956 New
WDA
462
Wendell David Associates
New Hampshire
$836K
COCM
463
Charter Oak Capital Management
New Hampshire
$821K +$64 +2 +0%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$819K -$2.08K -65 -0.2%
CIBC Private Wealth Group
465
CIBC Private Wealth Group
Georgia
$818K -$181K -5,657 -17%
Vanguard Personalized Indexing Management
466
Vanguard Personalized Indexing Management
California
$816K +$114K +3,567 +15%
FNBTCON
467
First National Bank & Trust Co of Newtown
Pennsylvania
$814K -$15.2K -474 -2%
RCS
468
Retirement Capital Strategies
California
$814K
CAAS
469
Capital Asset Advisory Services
Michigan
$812K +$118K +3,682 +16%
AF
470
Allworth Financial
California
$801K -$256K -8,020 -23%
LGA
471
Lebenthal Global Advisors
New York
$800K +$335K +10,466 +65%
PCS
472
Personal CFO Solutions
New Jersey
$795K +$44.8K +1,402 +6%
CK
473
Cohen Klingenstein
New York
$791K
Brown Advisory
474
Brown Advisory
Maryland
$790K -$78.5K -2,455 -9%
FL
475
Fort LP
Maryland
$789K +$347K +10,861 +71%