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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1701
CIC Wealth
Maryland
$446K +$437K +3,168 New
FNBOSM
1702
First National Bank of South Miami
Florida
$446K
KWM
1703
Kolinsky Wealth Management
New Jersey
$446K +$23.6K +171 +6%
SF
1704
Summit Financial
New Jersey
$445K -$91.2K -661 -17%
CT
1705
Colonial Trust
South Carolina
$444K -$18.2K -132 -4%
EWA
1706
Encompass Wealth Advisors
Oregon
$444K +$828 +6 +0.2%
AIM
1707
Axiom Investment Management
New York
$444K
FL
1708
Fort LP
Maryland
$444K -$135K -976 -24%
CC
1709
Capital Counsel
New York
$444K
PTB
1710
Pioneer Trust Bank
Oregon
$444K +$193K +1,400 +80%
SG
1711
Stonnington Group
California
$442K +$41.4K +300 +11%
DAM
1712
Doheny Asset Management
California
$441K -$2.76K -20 -0.6%
CWP
1713
CFM Wealth Partners
Texas
$440K
BIA
1714
Benchmark Investment Advisors
Illinois
$439K +$2.48K +18 +0.6%
VA
1715
Valmark Advisers
Ohio
$439K +$69.4K +503 +19%
OW
1716
Olistico Wealth
Oklahoma
$439K +$429K +3,113 New
TIA
1717
Traphagen Investment Advisors
New Jersey
$439K +$2.9K +21 +0.7%
MFC
1718
Morris Financial Concepts
South Carolina
$438K
CGA
1719
Crescent Grove Advisors
Illinois
$437K -$154K -1,115 -26%
JE
1720
JMAC Enterprises
Pennsylvania
$437K -$130K -944 -23%
IAS
1721
Investment Advisory Services
Texas
$437K +$138 +1 +0%
WKWM
1722
Walter & Keenan Wealth Management
Indiana
$436K +$828 +6 +0.2%
PTP
1723
Platform Technology Partners
New York
$436K -$12.4K -90 -3%
BCM
1724
Buckhead Capital Management
Georgia
$436K -$29.2K -212 -6%
GD
1725
Grandfield & Dodd
New York
$435K