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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
2051
King Wealth Management Group
Florida
$541K -$4K -113 -0.7%
W
2052
Wealthquest
Ohio
$540K -$65.5K -1,853 -10%
CIA
2053
Compass Ion Advisors
Pennsylvania
$539K +$575K +16,252 New
FIB
2054
First Interstate Bank
Montana
$539K -$99.2K -2,805 -15%
Fort Pitt Capital Group
2055
Fort Pitt Capital Group
Pennsylvania
$538K -$621K -17,557 -52%
Fifth Third Wealth Advisors
2056
Fifth Third Wealth Advisors
Ohio
$537K +$361K +10,211 +171%
BMCM
2057
Burns Matteson Capital Management
New York
$537K +$573K +16,191 New
CNB
2058
Camden National Bank
Maine
$536K -$58.7K -1,660 -9%
OQS
2059
Occudo Quantitative Strategies
Florida
$535K +$570K +16,123 New
LAM
2060
Lakewood Asset Management
Illinois
$535K -$96.5K -2,730 -14%
CBFP
2061
Cedar Brook Financial Partners
Ohio
$535K -$133K -3,772 -19%
IAP
2062
Indie Asset Partners
Indiana
$533K – – –
EP
2063
Edgestream Partners
New Jersey
$532K -$39K -1,104 -6%
BCP
2064
Blackhawk Capital Partners
Wisconsin
$532K -$810K -22,917 -59%
OWA
2065
Octavia Wealth Advisors
Ohio
$532K +$109K +3,082 +24%
HI
2066
Hoey Investments
Pennsylvania
$532K -$100K -2,841 -15%
MJP
2067
Michael J. Puzo
$532K -$19.4K -550 -3%
DI
2068
DAGCO Inc
Ohio
$530K +$144K +4,068 +54%
LCGC
2069
Legacy Capital Group California
California
$530K +$192K +5,418 +51%
RFG
2070
RFP Financial Group
Georgia
$530K -$67.7K -1,915 -11%
AGA
2071
Accuvest Global Advisors
Utah
$529K +$95.4K +2,698 +20%
SPA
2072
Sherbrooke Park Advisers
New York
$529K -$2.3K -65 -0.4%
HAS
2073
HBW Advisory Services
California
$526K -$18.8K -532 -3%
CWP
2074
Concord Wealth Partners
Virginia
$526K +$191K +5,412 +52%
JF
2075
Joule Financial
Kentucky
$524K -$29.7K -841 -5%