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Name Holding Trade Value Shares
Change
Change in
Stake
CD
1901
Chapin Davis
Maryland
$1.29M -$2.27K -20 -0.2%
VIM
1902
Vista Investment Management
Pennsylvania
$1.29M -$19K -167 -1%
GLA
1903
Good Life Advisors
Pennsylvania
$1.29M -$179K -1,577 -12%
CA
1904
Cornerstone Advisory
Maryland
$1.29M -$125K -1,101 -9%
DWM
1905
Drive Wealth Management
Utah
$1.29M +$18.2K +160 +1%
PBO
1906
Peoples Bank (Ohio)
Ohio
$1.29M +$59.3K +522 +5%
CA
1907
Crewe Advisors
Utah
$1.29M +$11.4K +100 +0.9%
RBFC
1908
Roman Butler Fullerton & Co
Missouri
$1.28M -$286K -2,517 -17%
BS
1909
Bessemer Securities
New York
$1.28M -$108K -950 -8%
CFO
1910
CVA Family Office
Colorado
$1.28M +$90.8K +800 +8%
PWP
1911
Phillips Wealth Planners
Mississippi
$1.27M +$6.02K +53 +0.5%
ACG
1912
Allen Capital Group
Nebraska
$1.26M +$7.15K +63 +0.6%
FWMM
1913
Foundation Wealth Management (Missouri)
Missouri
$1.26M +$5.68K +50 +0.5%
MFA
1914
Millington Financial Advisors
Illinois
$1.26M -$5.68K -50 -0.5%
RIS
1915
Retirement Income Solutions
Michigan
$1.26M -$17K -150 -1%
FI
1916
Financial Insights
Washington
$1.25M +$281K +2,471 +29%
ZIG
1917
Zullo Investment Group
Pennsylvania
$1.25M +$6.58K +58 +0.5%
WIM
1918
Waverton Investment Management
United Kingdom
$1.25M
BFA
1919
Bill Few Associates
Pennsylvania
$1.25M -$159K -1,399 -11%
LAM
1920
L2 Asset Management
Massachusetts
$1.25M +$149K +1,310 +14%
LA
1921
LexAurum Advisors
Kansas
$1.25M +$64.4K +567 +6%
MWPCG
1922
Measured Wealth Private Client Group
New Hampshire
$1.25M +$58.6K +516 +5%
TBNY
1923
Trustco Bank (New York)
New York
$1.25M +$24.1K +212 +2%
KCM
1924
Kennedy Capital Management
Missouri
$1.24M +$1.22M +10,778 New
TPWM
1925
Twelve Points Wealth Management
Massachusetts
$1.24M +$48.3K +425 +4%