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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1601
Dorchester Wealth Management
Quebec, Canada
$494K -$78.4K -3,482 -14%
CAWM
1602
Capital Advisors Wealth Management
Washington
$493K +$55.5K +2,464 +13%
KFA
1603
Kelleher Financial Advisors
New York
$493K +$4.01K +178 +0.8%
MW
1604
Maia Wealth
Colorado
$491K +$458K +20,359 New
Cohen & Steers
1605
Cohen & Steers
New York
$490K -$30.5K -1,356 -6%
LS
1606
Leelyn Smith
Illinois
$490K -$14K -624 -3%
SIA
1607
Schechter Investment Advisors
Michigan
$490K +$5.29K +235 +1%
PFSC
1608
Peoples Financial Services Corp
Pennsylvania
$487K -$7.99K -355 -2%
ESB
1609
Essex Savings Bank
Connecticut
$486K -$6.95K -309 -1%
LWMT
1610
Legacy Wealth Management (Tennessee)
Tennessee
$486K -$1.62M -72,043 -77%
HBT
1611
Heartland Bank & Trust
Illinois
$485K -$33.5K -1,489 -7%
AAM
1612
Auxier Asset Management
Oregon
$483K -$44.2K -1,966 -8%
CIM
1613
Contravisory Investment Management
Massachusetts
$483K -$21.9K -972 -4%
AWP
1614
Axis Wealth Partners
Rhode Island
$481K +$476K +21,144 New
KIG
1615
Kessler Investment Group
Indiana
$481K +$37.3K +1,659 +9%
RSVP
1616
Ramsay Stattman Vela & Price
Colorado
$481K -$42.2K -1,876 -8%
JLBC
1617
J.L. Bainbridge & Co
Florida
$481K +$383 +17 +0.1%
CWM
1618
Cedar Wealth Management
California
$480K -$3.06K -136 -0.6%
FPL
1619
Fortress Private Ledger
North Carolina
$480K +$474K +21,065 New
APW
1620
Austin Private Wealth
Texas
$479K +$73.6K +3,271 +18%
CFA
1621
CWS Financial Advisors
Michigan
$479K -$1.55K -69 -0.3%
UWP
1622
Uniting Wealth Partners
Kansas
$479K +$473K +21,016 New
CNC
1623
Citizens & Northern Corp
Pennsylvania
$478K -$692K -30,751 -59%
SIA
1624
Sovereign Investment Advisors
Arizona
$478K +$473K +21,005 New
AW
1625
Alteri Wealth
California
$478K +$472K +20,989 New