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Name Holding Trade Value Shares
Change
Change in
Stake
SBF
1301
Sara-Bay Financial
Florida
$785K -$2.22K -80 -0.3%
CIM
1302
CIM Investment Management
Pennsylvania
$785K -$22.3K -803 -3%
AIC
1303
Argus Investors Counsel
New York
$784K +$27.8K +1,000 +3%
BWP
1304
Baldwin Wealth Partners
Massachusetts
$784K +$517K +18,607 +168%
LA
1305
Lakeside Advisors
Washington
$783K -$9.33K -336 -1%
HI
1306
Human Investing
Oregon
$782K -$253K -9,113 -24%
SAA
1307
Southeast Asset Advisors
Georgia
$782K +$91.5K +3,293 +13%
KMWM
1308
Keudell/Morrison Wealth Management
Oregon
$779K -$78.5K -2,826 -9%
CNBT
1309
Cornerstone National Bank & Trust
Illinois
$777K +$8.55K +308 +1%
JMFC
1310
J.M. Forbes & Co
Massachusetts
$773K +$15.3K +550 +2%
MWM
1311
Meridian Wealth Management
Kentucky
$773K -$162K -5,829 -17%
QPWM
1312
Quadrant Private Wealth Management
Pennsylvania
$772K +$811K +29,213 New
WC
1313
Woodstock Corp
Massachusetts
$772K -$19.4K -697 -2%
WTA
1314
Washington Trust Advisors
Massachusetts
$772K -$10.1K -365 -1%
SC
1315
SouthState Corp
Florida
$771K -$84.5K -3,041 -9%
NWM
1316
NEIRG Wealth Management
Massachusetts
$770K -$139K -4,987 -15%
LT
1317
Legacy Trust
Michigan
$768K +$807K +29,071 New
CGL
1318
Clarius Group LLC
Washington
$768K +$61K +2,198 +8%
MCM
1319
Mendel Capital Management
Arkansas
$768K +$123K +4,420 +18%
CC
1320
Centiva Capital
New York
$766K +$805K +28,970 New
BWAM
1321
Boyd Watterson Asset Management
Ohio
$765K -$39.7K -1,428 -5%
LCM
1322
Leisure Capital Management
California
$765K -$117K -4,213 -13%
RFG
1323
Range Financial Group
Oregon
$764K -$69.5K -2,502 -8%
SCP
1324
Sandhill Capital Partners
New York
$761K -$1.61M -57,840 -67%
AWM
1325
Aries Wealth Management
Maine
$758K -$7.8K -281 -1%