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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
2151
Collective Family Office
Pennsylvania
$496K -$4.14K -52 -0.8%
SAM
2152
SignalPoint Asset Management
Missouri
$496K -$2.07K -26 -0.4%
KOCAA
2153
Knights of Columbus Asset Advisors
Connecticut
$496K +$159K +2,001 +45%
MTIC
2154
Missouri Trust & Investment Company
Missouri
$495K +$515K +6,465 New
WAG
2155
Winthrop Advisory Group
Massachusetts
$494K +$26.5K +333 +6%
GWA
2156
Gibson Wealth Advisors
Texas
$494K +$514K +6,450 New
RCM
2157
RB Capital Management
Nevada
$493K +$21.8K +274 +4%
CCM
2158
Carlson Capital Management
Minnesota
$493K +$137K +1,720 +37%
WPC
2159
Wedmont Private Capital
Pennsylvania
$492K +$482K +6,054 New
SIM
2160
SSI Investment Management
California
$491K -$1.2K -15 -0.2%
MA
2161
MONECO Advisors
Connecticut
$491K +$14.9K +187 +3%
GWM
2162
Greenwich Wealth Management
Connecticut
$489K -$19.8K -248 -4%
SCM
2163
Southport Capital Management
Tennessee
$488K +$233K +2,924 +85%
CA
2164
CoreCap Advisors
Michigan
$487K +$506K +6,358 New
BCM
2165
Boltwood Capital Management
California
$485K -$136K -1,706 -21%
SSW
2166
Stone Summit Wealth
Florida
$485K +$503K +6,310 New
BRA
2167
Bender Robert & Associates
California
$484K
CH
2168
Canton Hathaway
Rhode Island
$484K +$39.8K +500 +9%
GCMG
2169
Gyroscope Capital Management Group
Florida
$482K -$161K -2,019 -24%
WTFG
2170
Wells Trecaso Financial Group
Ohio
$482K -$3.98K -50 -0.8%
SWM
2171
Sugarloaf Wealth Management
Georgia
$482K +$876 +11 +0.2%
STAS
2172
Strong Tower Advisory Services
Minnesota
$481K +$104K +1,308 +26%
DFA
2173
Delta Financial Advisors
Louisiana
$481K +$220K +2,768 +79%
SFP
2174
Sweet Financial Partners
Minnesota
$481K +$499K +6,270 New
ACA
2175
Atlas Capital Advisors
Wyoming
$481K +$176K +2,213 +55%