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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2301
CSM Advisors
Pennsylvania
$509K +$26.6K +300 +6%
SIC
2302
Samalin Investment Counsel
New York
$508K -$4.96K -56 -1%
CBFP
2303
Cedar Brook Financial Partners
Ohio
$508K -$2.22K -25 -0.4%
OBGC
2304
O'Brien Greene & Co
Pennsylvania
$508K – – –
KIG
2305
Kowal Investment Group
Wisconsin
$507K +$101K +1,141 +26%
AWM
2306
Accurate Wealth Management
Florida
$506K -$6.38K -72 -1%
RCA
2307
Resonant Capital Advisors
Wisconsin
$506K +$38.5K +434 +9%
BFPW
2308
BOK Financial Private Wealth
Colorado
$505K -$1.19M -13,399 -71%
NB
2309
Nicolet Bankshares
Wisconsin
$504K -$19.5K -220 -4%
RHJA
2310
Rice Hall James & Associates
California
$504K -$6.65K -75 -1%
BWA
2311
Burt Wealth Advisors
Maryland
$503K +$40.3K +455 +9%
WP
2312
Waycross Partners
Kentucky
$501K – – –
GPA
2313
Garrison Point Advisors
California
$499K +$89 +1 +0%
FTC
2314
Farmers Trust Company
Ohio
$499K +$22.2K +250 +5%
HCM
2315
Hall Capital Management
Rhode Island
$498K -$33.8K -381 -7%
CAM
2316
Campion Asset Management
Virginia
$498K – – –
CCP
2317
Cassia Capital Partners
North Carolina
$498K +$2.66K +30 +0.6%
SAM
2318
Summit Asset Management
Tennessee
$497K +$4.43K +50 +0.9%
AWM
2319
Accel Wealth Management
Iowa
$497K +$297K +3,348 +178%
RC
2320
Rovin Capital
Arizona
$496K -$302K -3,405 -39%
EAM
2321
Evanson Asset Management
California
$496K -$44.3K -500 -8%
SIMM
2322
Stillwater Investment Management (Minnesota)
Minnesota
$496K +$3.81K +43 +0.8%
RF
2323
Resolute Financial
Massachusetts
$495K – – –
KLCM
2324
KG&L Capital Management
Louisiana
$494K -$462K -5,209 -49%
OPOWM
2325
One Plus One Wealth Management
Florida
$494K -$1.24K -14 -0.3%