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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1851
Corundum Group
Colorado
$806K -$940K -2,506 -55%
DA
1852
Detalus Advisors
Missouri
$803K -$6K -16 -0.8%
WOC
1853
West Oak Capital
California
$800K +$3.75K +10 +0.5%
PVI
1854
Pine Valley Investments
New Jersey
$799K +$113K +300 +17%
SW
1855
SteelPeak Wealth
California
$798K +$241K +642 +46%
Jones Financial Companies
1856
Jones Financial Companies
Missouri
$795K -$25.5K -68 -3%
FMN
1857
Financial Management Network
California
$791K – – –
AM
1858
Atwater Malick
Pennsylvania
$791K +$56.3K +150 +8%
MFG
1859
MidWestOne Financial Group
Iowa
$790K – – –
IWP
1860
Invenio Wealth Partners
Florida
$790K +$754K +2,009 New
FFWA
1861
FRG Family Wealth Advisors
Washington
$787K -$36.8K -98 -5%
VST
1862
Van Strum & Towne
California
$787K – – –
PFO
1863
PMC FIG Opportunities
Israel
$787K +$188K +500 +33%
HP
1864
Hilltop Partners
Indiana
$785K +$749K +1,997 New
VDBMI
1865
Van Den Berg Management I
Texas
$781K -$19.1K -51 -3%
CIS
1866
Continental Investors Services
Washington
$780K +$399K +1,064 +116%
GWANC
1867
Guardian Wealth Advisors (North Carolina)
North Carolina
$777K +$96.8K +258 +15%
BAM
1868
Byrne Asset Management
New Jersey
$773K +$242K +645 +49%
RCM
1869
Radnor Capital Management
Pennsylvania
$772K +$45.4K +121 +7%
JAG
1870
Journey Advisory Group
Kentucky
$771K +$2.25K +6 +0.3%
SAMT
1871
Select Asset Management & Trust
Pennsylvania
$771K +$341K +909 +86%
HWM
1872
Howard Wealth Management
Connecticut
$769K -$13.5K -36 -2%
CIP
1873
Convergence Investment Partners
Florida
$768K -$84.8K -226 -10%
DCM
1874
DGS Capital Management
New Jersey
$767K +$32.3K +86 +5%
SMA
1875
Seven Mile Advisory
New Jersey
$767K +$731K +1,949 New