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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
2176
Revolve Wealth Partners
New Jersey
$498K -$18.5K -65 -3%
MYIA
2177
Mount Yale Investment Advisors
Colorado
$497K -$24K -84 -4%
SCG
2178
Sonata Capital Group
Washington
$497K – – –
NFSG
2179
Newbridge Financial Services Group
Florida
$497K +$174K +610 +48%
CPA
2180
Capital Planning Advisors
California
$496K -$95K -333 -15%
SGK
2181
Steigerwald Gordon & Koch
Virginia
$496K +$51.6K +181 +11%
PAIM
2182
Punch & Associates Investment Management
Minnesota
$495K – – –
RWPA
2183
Richard W. Paul & Associates
Michigan
$494K +$29.1K +102 +6%
AGP
2184
Autumn Glory Partners
Texas
$494K +$13.4K +47 +3%
BWP
2185
Bernardo Wealth Planning
Pennsylvania
$494K +$570 +2 +0.1%
Cohen & Steers
2186
Cohen & Steers
New York
$493K – – –
CWM
2187
Centurion Wealth Management
Virginia
$493K – – –
CCA
2188
Clearwater Capital Advisors
Illinois
$492K -$41.9K -147 -7%
MIA
2189
Milestone Investment Advisors
Wisconsin
$492K +$532K +1,866 New
RTC
2190
Riverview Trust Company
Washington
$490K – – –
GA
2191
Goldstein Advisors
Wisconsin
$489K +$28.5K +100 +6%
BWM
2192
BCS Wealth Management
Tennessee
$488K +$528K +1,852 New
SLT
2193
St Louis Trust
Missouri
$487K – – –
GJIA
2194
Glass Jacobson Investment Advisors
Maryland
$486K -$28.5K -100 -5%
LSWM
2195
Lorne Steinberg Wealth Management
Canada
$486K – – –
CSB
2196
City State Bank
Iowa
$486K -$285 -1 -0.1%
LD
2197
Lipe & Dalton
New York
$486K – – –
MFA
2198
Millington Financial Advisors
Illinois
$486K +$2.28K +8 +0.4%
FMTC
2199
Farmers & Merchants Trust Company
California
$486K +$54.2K +190 +11%
MCM
2200
Maple Capital Management
Vermont
$485K -$73.3K -257 -12%