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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1201
CM Wealth Advisors
Ohio
$717K +$620K +16,830 New
CIC
1202
Carnegie Investment Counsel
Ohio
$714K +$37.6K +1,020 +7%
AC
1203
Abbrea Capital
California
$713K +$7.37K +200 +1%
PFP
1204
Paragon Financial Partners
California
$709K -$1.84K -50 -0.3%
LCOV
1205
London Company of Virginia
Virginia
$709K – – –
TBC
1206
Ted Buchan & Co
California
$706K -$7.37K -200 -1%
SGI
1207
Summit Global Investments
Utah
$705K +$209K +5,680 +55%
GITFIT
1208
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$705K – – –
AWAG
1209
ARS Wealth Advisors Group
Florida
$705K +$97.6K +2,650 +20%
CF
1210
Copperwynd Financial
Arizona
$704K +$6.26K +170 +1%
PGA
1211
Portland Global Advisors
Maine
$700K – – –
HIP
1212
HUB Investment Partners
Texas
$699K +$123K +3,330 +27%
AHC
1213
Adell Harriman & Carpenter
Texas
$698K -$63.7K -1,730 -10%
HFP
1214
Holistic Financial Partners
Indiana
$696K +$5.16K +140 +0.9%
MWA
1215
MFA Wealth Advisors
Pennsylvania
$696K +$582K +15,790 New
GLA
1216
Good Life Advisors
Pennsylvania
$696K -$98K -2,660 -14%
Wealth Enhancement Advisory Services
1217
Wealth Enhancement Advisory Services
Minnesota
$695K -$137K -3,720 -19%
ICG
1218
InterOcean Capital Group
Tennessee
$694K +$137K +3,720 +31%
MMPW
1219
Mitchell McLeod Pugh & Williams
Alabama
$694K -$25.8K -700 -4%
OCM
1220
Orion Capital Management
California
$691K +$5.53K +150 +1%
CPC
1221
Consolidated Planning Corp
Georgia
$690K +$30.6K +830 +6%
AC
1222
Allstate Corporation
Illinois
$688K – – –
DTL
1223
Dynamic Technology Lab
Singapore
$687K +$575K +15,600 New
AI
1224
Atom Investors
Texas
$687K +$574K +15,590 New
WCM
1225
WealthBridge Capital Management
Ohio
$686K +$7.37K +200 +1%