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Name Holding Trade Value Shares
Change
Change in
Stake
KW
2251
KWB Wealth
California
$622K -$74.3K -284 -12%
CD
2252
Chapin Davis
Maryland
$620K +$269K +1,026 +88%
FNBSF
2253
First National Bank Sioux Falls
South Dakota
$617K -$1.57K -6 -0.3%
SEP
2254
Southland Equity Partners
Missouri
$616K -$20.9K -80 -4%
WW
2255
Waterfront Wealth
Kansas
$616K +$2.09K +8 +0.4%
CB
2256
CNB Bank
Pennsylvania
$614K +$125K +479 +28%
SC
2257
Sepio Capital
Utah
$614K +$34.3K +131 +6%
FCIM
2258
Fairview Capital Investment Management
California
$613K – – –
PA
2259
PSI Advisors
Florida
$613K +$69.9K +267 +14%
PJSIMP
2260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$612K +$51.6K +197 +10%
CC
2261
Capital Counsel
New York
$612K – – –
AFT
2262
Alpha Family Trust
California
$611K – – –
PCM
2263
Permanent Capital Management
Illinois
$610K +$566K +2,161 New
LAS
2264
LWM Advisory Services
Florida
$609K -$5.5K -21 -1%
AL
2265
Arnhold LLC
New York
$608K – – –
ACA
2266
Affinity Capital Advisors
California
$607K -$30.1K -115 -5%
DSN
2267
D. Scott Neal
Kentucky
$607K -$81.7K -312 -13%
IWP
2268
Innova Wealth Partners
Pennsylvania
$607K +$563K +2,150 New
PIM
2269
Progressive Investment Management
Oregon
$606K – – –
DMKJ
2270
David M. Knott Jr
$604K – – –
TCM
2271
Towercrest Capital Management
Pennsylvania
$603K +$13.1K +50 +2%
FMTC
2272
Farmers & Merchants Trust Company
California
$603K -$4.97K -19 -0.9%
MCA
2273
MSH Capital Advisors
Arizona
$602K +$7.59K +29 +1%
RF
2274
Rossby Financial
Florida
$602K +$27.7K +106 +5%
AWMG
2275
Alliance Wealth Management Group
New Jersey
$600K +$13.1K +50 +2%