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Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
901
Carl P. Sherr & Co
Massachusetts
$444K
YWP
902
YorkBridge Wealth Partners
New York
$438K
EFS
903
Essex Financial Services
Connecticut
$438K +$6.67K +86 +2%
CTC
904
Central Trust Company
Missouri
$437K -$79.2K -1,022 -16%
SP
905
Symmetry Partners
Connecticut
$437K -$13K -168 -3%
CFD
906
Creative Financial Designs
Indiana
$436K +$16.7K +215 +4%
CCA
907
Checchi Capital Advisers
California
$435K -$31.3K -404 -7%
CPA
908
Capital Planning Advisors
California
$434K
PAMP
909
Polar Asset Management Partners
Ontario, Canada
$433K +$200K +2,574 +88%
CAM
910
Close Asset Management
United Kingdom
$431K +$424K +5,475 New
BMWM
911
Brown Miller Wealth Management
Virginia
$427K
LWM
912
Lyell Wealth Management
California
$426K -$71.3K -920 -15%
SAM
913
Sompo Asset Management
Japan
$422K -$224K -2,890 -35%
VIA
914
Vident Investment Advisory
Georgia
$422K +$58.2K +751 +16%
HWMG
915
Hurlow Wealth Management Group
Indiana
$421K +$1.94K +25 +0.5%
IC
916
IEQ Capital
California
$420K +$414K +5,337 New
WF
917
Williams Financial
Vermont
$419K
CPIA
918
Cornell Pochily Investment Advisors
New York
$419K +$233 +3 +0.1%
WC
919
Weil Company
California
$414K -$4.81K -62 -1%
RMDI
920
R.M. Davis Inc
Maine
$413K -$15.5K -200 -4%
BAM
921
Belpointe Asset Management
Nevada
$412K -$7.99K -103 -2%
CA
922
CGN Advisors
Kansas
$412K -$7.05K -91 -2%
KFA
923
Krane Funds Advisors
New York
$412K +$387K +4,987 +2,036%
UF
924
Univest Financial
Pennsylvania
$411K +$71.3K +919 +21%
MMPW
925
Mitchell McLeod Pugh & Williams
Alabama
$409K