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Name Holding Trade Value Shares
Change
Change in
Stake
PCH
2726
PGIM Custom Harvest
New Jersey
$4.46M -$109K -788 -2%
WFA
2727
Wellspring Financial Advisors
Ohio
$4.45M -$2.18M -15,821 -34%
CFAM
2728
Center For Asset Management
Florida
$4.43M +$961K +6,970 +27%
IAM
2729
Impact Asset Management
$4.43M -$26.2K -190 -0.6%
ILI
2730
Invesco LLC (Illinois)
Illinois
$4.43M -$31.6K -229 -0.7%
BCG
2731
Breakwater Capital Group
New Jersey
$4.42M -$102K -737 -2%
TIA
2732
Traphagen Investment Advisors
New Jersey
$4.42M +$179K +1,302 +4%
KHCM
2733
Kirtland Hills Capital Management
Ohio
$4.41M +$467K +3,386 +11%
RA
2734
Resolute Advisors
California
$4.41M +$2.16M +15,703 +92%
SFG
2735
Sunburst Financial Group
Alabama
$4.4M +$8.41K +61 +0.2%
SIC
2736
Samalin Investment Counsel
New York
$4.4M +$125K +908 +3%
PWA
2737
Primoris Wealth Advisors
Florida
$4.4M -$360K -2,615 -7%
RT
2738
Rockland Trust
Massachusetts
$4.39M -$378K -2,741 -8%
GCM
2739
G2 Capital Management
Ohio
$4.39M +$827 +6 +0%
FWI
2740
Facet Wealth Inc
Maryland
$4.39M -$111K -807 -2%
KCM
2741
Kanawha Capital Management
Virginia
$4.38M +$395K +2,863 +10%
TIA
2742
Trust Investment Advisors
Indiana
$4.38M -$241K -1,747 -5%
CWS
2743
Cypress Wealth Services
California
$4.38M +$481K +3,492 +12%
BFA
2744
Beacon Financial Advisory
Ohio
$4.37M +$137K +996 +3%
AC
2745
Arrow Capital
Australia
$4.36M +$4.48M +32,500 New
LSA
2746
Lion Street Advisors
Texas
$4.36M -$178K -1,295 -4%
LWM
2747
LJI Wealth Management
Indiana
$4.36M -$13.4K -97 -0.3%
SIM
2748
SSI Investment Management
California
$4.36M -$3.03K -22 -0.1%
LEA
2749
Legacy Edge Advisors
New York
$4.36M -$210K -1,525 -5%
SA
2750
SoundView Advisors
Washington
$4.35M +$4.47M +32,428 New