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Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
1626
Cornell Pochily Investment Advisors
New York
$753K -$55.4K -2,119 -7%
SPI
1627
Santori & Peters Inc
Pennsylvania
$753K -$14.9K -569 -2%
TFO
1628
Tarbox Family Office
California
$752K +$890 +34 +0.1%
SIC
1629
Samalin Investment Counsel
New York
$751K +$110K +4,199 +17%
BAM
1630
Byrne Asset Management
New Jersey
$750K +$19.3K +738 +3%
RC
1631
RBO & Co
California
$750K +$775K +29,600 New
BG
1632
Bollard Group
Massachusetts
$750K -$54.8K -2,096 -7%
JWM
1633
Jupiter Wealth Management
Colorado
$750K -$1.02M -39,150 -55%
TW
1634
TritonPoint Wealth
Maryland
$748K +$96.4K +3,684 +14%
AlTi Global
1635
AlTi Global
New York
$748K -$244K -9,309 -24%
FFWA
1636
FRG Family Wealth Advisors
Washington
$748K -$393K -15,006 -34%
IIA
1637
Integral Investment Advisors
California
$747K -$681K -26,038 -47%
PWM
1638
Partnership Wealth Management
Maryland
$746K – – –
NEPPG
1639
New England Professional Planning Group
Rhode Island
$744K -$121K -4,616 -14%
RWP
1640
Ridgecrest Wealth Partners
California
$743K +$28.1K +1,074 +4%
MSS
1641
Mitchell Sinkler & Starr
Pennsylvania
$742K +$15.6K +596 +2%
RC
1642
Roundview Capital
New Jersey
$742K -$273K -10,425 -26%
ISFAN
1643
Investor's Fiduciary Advisor Network
Washington
$740K +$108K +4,141 +17%
PFW
1644
Petros Family Wealth
Minnesota
$740K +$13.5K +517 +2%
BWP
1645
Baldwin Wealth Partners
Massachusetts
$739K -$78.8K -3,012 -9%
HWAM
1646
Hennion & Walsh Asset Management
New Jersey
$738K -$188K -7,192 -20%
Aspiriant LLC
1647
Aspiriant LLC
California
$738K -$63.1K -2,412 -8%
SA
1648
Sovran Advisors
California
$737K -$42.3K -1,617 -5%
TCOTS
1649
Trust Company of the South
North Carolina
$733K – – –
HR
1650
Howe & Rusling
New York
$730K +$61.4K +2,345 +9%