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Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
1701
Jay D. Rosenbaum
$599K +$592K +3,591 New
CA
1702
Commerzbank Aktiengesellschaft
Germany
$596K – – –
PMFA
1703
Plante Moran Financial Advisors
Michigan
$591K +$84.8K +514 +17%
AIS
1704
American Investment Services
Massachusetts
$589K +$2.14K +13 +0.4%
CC
1705
Cannell & Co
New York
$589K +$5.77K +35 +1%
OWM
1706
Opes Wealth Management
California
$583K – – –
FG
1707
Foster Group
Iowa
$579K +$1.65K +10 +0.3%
JE
1708
JMAC Enterprises
Pennsylvania
$579K +$662K +4,011 New
PHAM
1709
Palisades Hudson Asset Management
Florida
$578K +$6.6K +40 +1%
MSFS
1710
Main Street Financial Solutions
Pennsylvania
$576K +$21.4K +130 +4%
BWM
1711
Baystate Wealth Management
Massachusetts
$575K +$19.1K +116 +3%
AWA
1712
Arete Wealth Advisors
Illinois
$575K +$72.7K +441 +15%
CBFP
1713
Cedar Brook Financial Partners
Ohio
$574K +$46.7K +283 +9%
GIA
1714
GHP Investment Advisors
Colorado
$571K -$8.58K -52 -1%
KP
1715
Keel Point
Alabama
$569K +$19.1K +116 +4%
CIA
1716
Caerus Investment Advisors
Texas
$569K +$563K +3,416 New
WAM
1717
Wallington Asset Management
Indiana
$567K – – –
GL
1718
Graypoint LLC
New York
$567K +$160K +972 +40%
SPWM
1719
Schrum Private Wealth Management
Florida
$567K +$561K +3,400 New
AA
1720
Argent Advisors
Louisiana
$565K -$13.9K -84 -2%
CF
1721
Centaurus Financial
California
$564K -$2.8K -17 -0.5%
CMA
1722
Cedar Mountain Advisors
Oregon
$564K +$990 +6 +0.2%
RIG
1723
Renaissance Investment Group
Massachusetts
$564K +$13.9K +84 +3%
AAP
1724
Arax Advisory Partners
Colorado
$564K +$79.7K +483 +17%
AIM
1725
Anchor Investment Management
South Carolina
$563K -$7.92K -48 -1%
67 68
69
70 71