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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2051
Diversify Wealth Management
Utah
$1.3M +$1.49M +11,536 New
NPT
2052
National Philanthropic Trust
Pennsylvania
$1.29M -$123K -955 -8%
SIA
2053
Strategic Investment Advisors
Michigan
$1.29M -$3.99K -31 -0.3%
RAM
2054
Redmond Asset Management
Virginia
$1.29M -$10.6K -82 -0.8%
FA
2055
Faithward Advisors
Pennsylvania
$1.29M +$31K +241 +2%
PCA
2056
Providence Capital Advisors
North Carolina
$1.28M -$59.4K -461 -4%
FIB
2057
First Interstate Bank
Montana
$1.28M -$91.2K -708 -6%
TBNY
2058
Trustco Bank (New York)
New York
$1.28M -$5.02K -39 -0.4%
SF
2059
Symphony Financial
Texas
$1.27M +$118K +916 +10%
AF
2060
Arrow Financial
New York
$1.27M +$236K +1,835 +22%
CMP
2061
Coston McIsaac & Partners
Maine
$1.27M +$386 +3 +0%
HWP
2062
Highline Wealth Partners
California
$1.27M +$18.3K +142 +1%
SFM
2063
Signet Financial Management
New Jersey
$1.27M -$8.37K -65 -0.6%
BP
2064
BBR Partners
New York
$1.27M -$715K -5,554 -35%
KIG
2065
Kessler Investment Group
Indiana
$1.26M +$1.32M +10,212 New
WA
2066
WESPAC Advisors
California
$1.26M -$678K -5,267 -34%
CAM
2067
Cidel Asset Management
Ontario, Canada
$1.26M +$31.7K +246 +2%
CFA
2068
Capstone Financial Advisors
Illinois
$1.26M +$26.1K +203 +2%
TFIPS
2069
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.25M -$69.6K -540 -5%
SI
2070
Scharf Investments
California
$1.25M +$58.5K +454 +5%
PFA
2071
Plotkin Financial Advisors
Maryland
$1.25M
MAWCM
2072
Mine & Arao Wealth Creation & Management
California
$1.25M -$258 -2 -0%
NIC
2073
Northwest Investment Counselors
Oregon
$1.25M +$47K +365 +4%
HPIA
2074
Hamilton Point Investment Advisors
North Carolina
$1.25M -$10.2K -79 -0.8%
GA
2075
GoalVest Advisory
New York
$1.25M -$205K -1,591 -14%