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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1251
Miller Financial Services
Michigan
$486K -$2.39K -15 -0.4%
PWMAG
1252
Pinnacle Wealth Management Advisory Group
New Jersey
$483K -$194K -1,219 -27%
CHJWM
1253
Carlton Hofferkamp & Jenks Wealth Management
Texas
$482K -$37.1K -233 -7%
RCYC
1254
Richard C. Young & Co
Rhode Island
$481K -$1.75K -11 -0.3%
BHC
1255
Bull Harbor Capital
Maryland
$480K +$527K +3,308 New
CFO
1256
Cambient Family Office
Michigan
$480K -$13.9K -87 -3%
AMBIA
1257
Allen Mooney & Barnes Investment Advisors
Georgia
$479K – – –
DTL
1258
Dynamic Technology Lab
Singapore
$478K -$868K -5,450 -62%
CTA
1259
Colonial Trust Advisors
South Carolina
$477K -$1.43K -9 -0.3%
WI
1260
Wedgewood Investors
Pennsylvania
$477K +$47.8K +300 +10%
CA
1261
Crewe Advisors
Utah
$477K +$4.78K +30 +0.9%
WG
1262
Wellington Group
Indiana
$475K +$198K +1,243 +61%
BDFN
1263
Bond & Devick Financial Network
Minnesota
$473K -$16.2K -102 -3%
YIM
1264
Yoffe Investment Management
Pennsylvania
$472K – – –
SAM
1265
Sagewood Asset Management
New York
$472K +$25.2K +158 +5%
GC
1266
Gibson Capital
Pennsylvania
$471K +$478 +3 +0.1%
CST
1267
Charles Schwab Trust
Nevada
$470K -$208K -1,306 -29%
BIA
1268
Bell Investment Advisors
California
$470K +$10.8K +68 +2%
Pure Financial Advisors
1269
Pure Financial Advisors
California
$470K -$34.2K -215 -6%
WPA
1270
Winning Points Advisors
Florida
$469K – – –
AFC
1271
AFT Forsyth & Company
Florida
$469K – – –
BWM
1272
Baron Wealth Management
Michigan
$467K +$3.34K +21 +0.7%
PWA
1273
Prairie Wealth Advisors
Nebraska
$467K – – –
CSC
1274
Caldwell Sutter Capital
California
$467K -$10.7K -67 -2%
MPCG
1275
Matrix Private Capital Group
New York
$466K – – –