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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1901
Cardiff Park Advisors
California
$922K -$3.4K -13 -0.4%
CST
1902
Charles Schwab Trust
Nevada
$920K +$3.14K +12 +0.4%
BRM
1903
Boston Research & Management
Massachusetts
$920K +$12.3K +47 +1%
SFGP
1904
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$918K +$70.2K +268 +9%
AWM
1905
Aprio Wealth Management
Georgia
$917K +$116K +442 +16%
PA
1906
Persium Advisors
Georgia
$917K +$38.7K +148 +5%
DTC
1907
Davidson Trust Company
Washington
$907K +$117K +448 +16%
CL
1908
CLG LLC
California
$907K -$108K -412 -11%
Boston Trust Walden
1909
Boston Trust Walden
Massachusetts
$906K -$50.3K -192 -6%
MCM
1910
Maple Capital Management
Vermont
$904K +$31.9K +122 +4%
RFP
1911
Roth Financial Partners
Texas
$903K – – –
BFC
1912
Bedel Financial Consulting
Indiana
$903K +$46.9K +179 +6%
OCM
1913
Orion Capital Management
California
$901K -$68.1K -260 -8%
KFS
1914
Kurt F. Somerville
$901K – – –
ACM
1915
Allred Capital Management
Texas
$899K +$7.33K +28 +0.9%
LFA
1916
LifeGuide Financial Advisors
Pennsylvania
$899K – – –
LA
1917
LexAurum Advisors
Kansas
$898K +$30.1K +115 +4%
SIS
1918
Strategic Investment Solutions
Illinois
$898K -$1.32M -5,046 -61%
EBA
1919
Eagle Bay Advisors
New York
$896K -$12.6K -48 -1%
RW
1920
Rede Wealth
Virginia
$896K +$637K +2,433 +327%
Hillsdale Investment Management
1921
Hillsdale Investment Management
Ontario, Canada
$894K +$830K +3,170 New
FFWM
1922
Future Financial Wealth Management
Ohio
$894K +$202K +770 +32%
EIG
1923
Ellenbecker Investment Group
Wisconsin
$894K +$238K +909 +40%
SCA
1924
Sandy Cove Advisors
Massachusetts
$893K +$6.54K +25 +0.8%
CPSAC
1925
Chas P. Smith & Associates (CPS)
Florida
$892K +$235K +898 +40%