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Name Holding Trade Value Shares
Change
Change in
Stake
Boston Trust Walden
1851
Boston Trust Walden
Massachusetts
$821K – – –
CPA
1852
Cardiff Park Advisors
California
$820K -$10.8K -44 -1%
REMPR
1853
Roof Eidam Maycock Peralta (REMP)
California
$819K -$58.7K -240 -7%
FF
1854
Francis Financial
$818K -$9.78K -40 -1%
JSAM
1855
J. Safra Asset Management
New York
$817K +$410K +1,678 +104%
MWA
1856
Medallion Wealth Advisors
Connecticut
$816K -$11K -45 -1%
CNC
1857
Citizens & Northern Corp
Pennsylvania
$813K -$304K -1,243 -28%
GF
1858
Gries Financial
Ohio
$812K -$128K -523 -14%
WAG
1859
Wallace Advisory Group
California
$812K +$734 +3 +0.1%
RDWM
1860
Red Door Wealth Management
Tennessee
$812K -$458K -1,874 -36%
WA
1861
Wealthstar Advisors
Texas
$809K +$23.7K +97 +3%
CST
1862
Charles Schwab Trust
Nevada
$808K -$12.2K -50 -2%
MHWM
1863
Montz Harcus Wealth Management
Louisiana
$806K +$5.87K +24 +0.7%
BIP Wealth
1864
BIP Wealth
Georgia
$803K -$23.5K -96 -3%
FH
1865
FWG Holdings
Florida
$802K +$402K +1,643 +96%
EBA
1866
Eagle Bay Advisors
New York
$801K -$32.5K -133 -4%
OF
1867
Outfitter Financial
Maine
$801K – – –
SN
1868
Sittner & Nelson
Oregon
$801K +$23.2K +95 +3%
BRM
1869
Boston Research & Management
Massachusetts
$799K – – –
FUBT
1870
First United Bank & Trust
Maryland
$797K -$10.8K -44 -1%
I2I
1871
Insight 2811 Inc
Illinois
$796K -$54.1K -221 -6%
RFP
1872
Roth Financial Partners
Texas
$796K – – –
GC
1873
Gilbert & Cook
Iowa
$791K -$159K -651 -17%
VCS
1874
Vaughan & Co Securities
New Jersey
$791K -$235K -962 -23%
FNC
1875
First National Corp
Massachusetts
$790K -$2.45K -10 -0.3%