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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
801
Williams Jones Wealth Management
New York
$1.39M -$28.1K -175 -2%
CPA
802
Cardiff Park Advisors
California
$1.39M -$4.82K -30 -0.3%
MAM
803
MWA Asset Management
Massachusetts
$1.38M -$156K -970 -10%
CA
804
Cache Advisors
California
$1.37M
KNW
805
Kesler Norman & Wride
Utah
$1.37M -$144K -898 -10%
KIG
806
Kennedy Investment Group
New Jersey
$1.37M -$438K -2,725 -24%
CNBT
807
Canandaigua National Bank & Trust
New York
$1.37M -$207K -1,290 -13%
WC
808
Woodstock Corp
Massachusetts
$1.36M
SW
809
Solidarity Wealth
Utah
$1.36M +$1.36M +8,457 New
BIM
810
Baldwin Investment Management
Pennsylvania
$1.36M -$89.1K -555 -6%
SVWAG
811
Sound View Wealth Advisors Group
Georgia
$1.35M -$9.79K -61 -0.7%
CWA
812
Canvas Wealth Advisors
Kansas
$1.35M +$15.6K +97 +1%
MW
813
Marble Wealth
Alabama
$1.35M +$1.35M +8,392 New
VA
814
Valmark Advisers
Ohio
$1.35M -$45.1K -281 -3%
FPAS
815
Focus Partners Advisor Solutions
Missouri
$1.35M -$533K -3,322 -28%
CWS
816
Confluence Wealth Services
Pennsylvania
$1.35M -$538K -3,349 -29%
GAM
817
Griffin Asset Management
New York
$1.35M -$1.03M -6,394 -43%
RWB
818
RMR Wealth Builders
New Jersey
$1.35M -$72.9K -454 -5%
SWR
819
Spahn Wealth & Retirement
Arizona
$1.34M +$50.3K +313 +4%
BP
820
BBR Partners
New York
$1.34M -$249K -1,548 -16%
ZIG
821
Zullo Investment Group
Pennsylvania
$1.34M -$6.74K -42 -0.5%
PCM
822
Penserra Capital Management
California
$1.34M -$453K -2,822 -25%
SCP
823
Sivia Capital Partners
California
$1.34M +$8.35K +52 +0.6%
AAP
824
Arax Advisory Partners
Colorado
$1.34M +$225K +1,404 +20%
GP
825
Geneva Partners
Wisconsin
$1.34M -$321K -2,000 -19%