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Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
2126
O'Brien Greene & Co
Pennsylvania
$478K -$12K -157 -2%
ZAM
2127
Zevin Asset Management
Massachusetts
$478K
SFS
2128
Summit Financial Strategies
Ohio
$476K +$34.1K +446 +8%
LA
2129
Latitude Advisors
Florida
$476K +$466K +6,094 New
CIA
2130
Cohen Investment Advisors
New Hampshire
$476K +$467K +6,105 New
CG
2131
Clarus Group
Texas
$475K +$508K +6,639 New
OFG
2132
Oxford Financial Group
Indiana
$473K +$30.3K +396 +7%
KA
2133
Klingman & Associates
New York
$473K +$65.4K +855 +16%
DFA
2134
DHJJ Financial Advisors
Illinois
$473K +$463K +6,060 New
AII
2135
AGF Investments Inc
Ontario, Canada
$472K -$734K -9,595 -61%
UFG
2136
United Fire Group
Iowa
$472K
CL
2137
Choreo LLC
Illinois
$471K -$147K -1,926 -24%
AWM
2138
Altus Wealth Management
Kentucky
$471K -$36.8K -481 -7%
SIMM
2139
Stillwater Investment Management (Minnesota)
Minnesota
$471K +$31.2K +408 +7%
SF
2140
Symphony Financial
Texas
$470K -$13.2K -173 -3%
LA
2141
Legacy Advisors
Pennsylvania
$470K -$9.18K -120 -2%
PWM
2142
Paulson Wealth Management
Illinois
$469K +$52.3K +684 +13%
HBT
2143
Hills Bank & Trust
Iowa
$468K -$8.49K -111 -2%
PO
2144
Private Ocean
California
$467K -$69.1K -904 -13%
CFD
2145
Creative Financial Designs
Indiana
$466K -$38.8K -507 -8%
APW
2146
Acima Private Wealth
Virginia
$466K
OCM
2147
Osterweis Capital Management
California
$464K +$58.9K +770 +15%
SW
2148
SlateStone Wealth
Florida
$463K -$27.9K -365 -6%
PA
2149
PSI Advisors
Florida
$462K -$39.6K -518 -8%
JLBC
2150
J.L. Bainbridge & Co
Florida
$462K