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Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
1901
Graves Light Lenhart Wealth
Virginia
$733K +$933 +24 +0.1%
CG
1902
Corundum Group
Colorado
$728K +$37.6K +967 +5%
OIM
1903
Orca Investment Management
Oregon
$727K -$65.9K -1,694 -8%
LCM
1904
LCM Capital Management
Illinois
$725K +$146K +3,742 +25%
CPC
1905
Congress Park Capital
New York
$724K +$19.4K +500 +3%
CCM
1906
CAAS Capital Management
New York
$724K +$719K +18,500 New
CFO
1907
Collective Family Office
Pennsylvania
$722K +$117 +3 +0%
GI
1908
Gradient Investments
Minnesota
$722K +$12.6K +323 +2%
WDG
1909
Wealth Dimensions Group
Ohio
$718K +$2.06K +53 +0.3%
CAM
1910
Covenant Asset Management
New Jersey
$717K -$3.89K -100 -0.5%
CRIG
1911
Charter Research & Investment Group
Connecticut
$717K
MSFS
1912
Main Street Financial Solutions
Pennsylvania
$717K +$13.9K +357 +2%
DS
1913
DRW Securities
Illinois
$712K +$707K +18,193 New
BC
1914
Burleson & Co
California
$711K +$84.3K +2,167 +14%
PP
1915
PDS Planning
Ohio
$710K +$55.9K +1,438 +9%
RDFA
1916
Ritter Daniher Financial Advisory
Ohio
$710K +$188K +4,845 +36%
MHI
1917
Miller Howard Investments
New York
$708K -$31.7M -815,465 -98%
MIM
1918
Montgomery Investment Management
Maryland
$708K -$31.1K -800 -4%
CGFA
1919
Colton Groome Financial Advisors
North Carolina
$708K +$703K +18,080 New
BONH
1920
Bank of New Hampshire
New Hampshire
$708K +$704K +18,091 New
WCM
1921
Weik Capital Management
Pennsylvania
$703K +$70K +1,800 +11%
EN1L
1922
Engine No 1 LLC
California
$701K +$696K +17,889 New
FPF
1923
First Pacific Financial
Washington
$700K +$101K +2,599 +17%
CAGAS
1924
Capital Advisory Group Advisory Services
Minnesota
$699K +$46.3K +1,191 +7%
TWA
1925
TCI Wealth Advisors
Arizona
$698K -$77.1K -1,983 -10%