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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1326
Centennial Bank
Arkansas
$649K +$631K +35,258 New
CBFP
1327
Cedar Brook Financial Partners
Ohio
$648K +$29.6K +1,655 +5%
RSWM
1328
Robertson Stephens Wealth Management
California
$646K -$559K -31,219 -47%
CCG
1329
Ceeto Capital Group
Florida
$646K +$91.5K +5,110 +17%
AC
1330
Abbrea Capital
California
$646K +$233K +13,043 +59%
WPC
1331
Wedmont Private Capital
Pennsylvania
$645K +$1.93K +108 +0.3%
TAM
1332
Tealwood Asset Management
Minnesota
$642K -$5.73K -320 -0.9%
MWA
1333
Meridian Wealth Advisors
Texas
$642K -$143K -7,975 -19%
CT
1334
Coastline Trust
Rhode Island
$640K -$199K -11,118 -24%
ETH
1335
Exos TFP Holdings
New York
$640K +$126K +7,045 +25%
SC
1336
Schubert & Co
Texas
$640K -$14.1K -788 -2%
SIC
1337
SFE Investment Counsel
California
$638K +$49K +2,735 +9%
LA
1338
Latitude Advisors
Florida
$637K +$137K +7,639 +28%
BA
1339
Bluesphere Advisors
Pennsylvania
$636K -$95.9K -5,360 -13%
FHC
1340
First Heartland Consultants
Missouri
$635K -$14.7K -822 -2%
MFG
1341
Magnus Financial Group
New York
$634K -$26K -1,452 -4%
SWIM
1342
Smallwood Wealth Investment Management
New Jersey
$634K -$14.3K -797 -2%
GFP
1343
Gryphon Financial Partners
Ohio
$633K +$141K +7,886 +30%
CHAM
1344
Clear Harbor Asset Management
Connecticut
$633K -$1.19M -66,738 -66%
Fayez Sarofim & Co
1345
Fayez Sarofim & Co
Texas
$632K +$8.39K +469 +1%
CWP
1346
Cyndeo Wealth Partners
Florida
$631K +$614K +34,280 New
AJ
1347
Ashburton (Jersey)
Jersey
$631K +$2.6K +145 +0.4%
PL
1348
Plancorp LLC
Missouri
$628K +$21.1K +1,179 +4%
LS
1349
Leelyn Smith
Illinois
$627K +$245K +13,683 +67%
AIA
1350
Armor Investment Advisors
North Carolina
$627K -$41.6K -2,322 -6%