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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1826
Cerity Partners OCIO
New York
$598K -$11.1K -237 -2%
SFSIG
1827
San Francisco Sentry Investment Group
California
$597K -$4.82K -103 -0.8%
CSA
1828
Cottage Street Advisors
Massachusetts
$596K +$342K +7,300 +135%
TST
1829
Tech Square Trading
Massachusetts
$596K +$594K +12,697 New
DA
1830
Doliver Advisors
Texas
$595K -$11K -234 -2%
IDBONY
1831
Israel Discount Bank of New York
New York
$593K -$222K -4,745 -27%
QI
1832
Qtron Investments
Massachusetts
$592K +$591K +12,619 New
CAM
1833
Close Asset Management
United Kingdom
$590K -$36.7M -783,955 -99%
KCPG
1834
Kavar Capital Partners Group
Kansas
$587K -$14K -300 -2%
CPSAC
1835
Chas P. Smith & Associates (CPS)
Florida
$586K +$30.9K +659 +6%
UF
1836
Univest Financial
Pennsylvania
$586K +$56.7K +1,210 +11%
SIM
1837
Sadoff Investment Management
Wisconsin
$586K +$103K +2,200 +21%
FM
1838
Family Management
New York
$585K – – –
MFW
1839
Mosaic Family Wealth
Missouri
$584K +$421 +9 +0.1%
VST
1840
Van Strum & Towne
California
$584K +$2.34K +50 +0.4%
NQWM
1841
Northwest Quadrant Wealth Management
Oregon
$583K -$20.5K -437 -3%
HFA
1842
Huber Financial Advisors
Illinois
$583K +$100K +2,139 +21%
PHIMC
1843
Private Harbour Investment Management & Counsel
Ohio
$582K +$3.51K +75 +0.6%
KA
1844
Kaizen Advisory
Illinois
$579K +$19.1K +409 +3%
EHWM
1845
Eads & Heald Wealth Management
Georgia
$578K +$577K +12,313 New
PGWM
1846
Parisi Gray Wealth Management
New Jersey
$577K +$14.2K +303 +3%
WFM
1847
Wolff Financial Management
Michigan
$577K +$576K +12,299 New
SG
1848
StoneX Group
New York
$576K -$59.3K -1,266 -9%
OFG
1849
OmniStar Financial Group
North Carolina
$572K +$90.1K +1,924 +19%
CFS
1850
CRA Financial Services
New Jersey
$567K +$565K +12,077 New