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Name Holding Trade Value Shares
Change
Change in
Stake
GF
1676
Gries Financial
Ohio
$742K +$13.7K +499 +2%
PB
1677
Pinnacle Bancorp
Nebraska
$742K -$149K -5,402 -17%
RFA
1678
Resurgent Financial Advisors
Georgia
$740K -$271K -9,836 -27%
CANY
1679
Caxton Associates (New York)
New York
$738K +$727K +26,393 New
WTB
1680
Washington Trust Bank
Washington
$738K -$73.2K -2,659 -9%
BMC
1681
Benin Management Corp
Connecticut
$736K +$11K +400 +2%
FWP
1682
FAS Wealth Partners
Kansas
$736K +$9.42K +342 +1%
SPA
1683
Sherbrooke Park Advisers
New York
$735K +$723K +26,269 New
PEA
1684
Park Edge Advisors
Ohio
$734K
CCC
1685
Chelsea Counsel Company
California
$732K -$44.9K -1,630 -6%
PCC
1686
Park Circle Company
Maryland
$730K
9WM
1687
9258 Wealth Management
Ohio
$729K +$5.86K +213 +0.8%
AWA
1688
Amplius Wealth Advisors
Pennsylvania
$728K -$53.6K -1,948 -7%
SFP
1689
Shepherd Financial Partners
Massachusetts
$728K -$119K -4,315 -14%
NAMP
1690
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$726K -$7.16K -260 -1%
TCM
1691
Traynor Capital Management
Pennsylvania
$724K +$113K +4,104 +19%
CWM
1692
Concentric Wealth Management
California
$724K -$4.41K -160 -0.6%
HPM
1693
Hoxton Planning & Management
West Virginia
$723K +$251K +9,115 +54%
RC
1694
Reik & Co
New York
$723K
CWP
1695
CFM Wealth Partners
Texas
$722K +$1.68K +61 +0.2%
CI
1696
CX Institutional
Indiana
$718K -$672K -24,403 -49%
CFS
1697
Commonwealth Financial Services
West Virginia
$717K -$2.56K -93 -0.4%
MM
1698
Meridian Management
Arkansas
$717K +$5.26K +191 +0.8%
RMA
1699
Roffman Miller Associates
Pennsylvania
$715K +$1.13K +41 +0.2%
NC
1700
Napatree Capital
Rhode Island
$715K -$250K -9,098 -26%