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Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
1751
North Star Asset Management
Wisconsin
$664K +$4.73K +214 +0.7%
DBIA
1752
Dumont & Blake Investment Advisors
New Jersey
$664K +$5.79K +262 +0.9%
BWA
1753
BDO Wealth Advisors
Florida
$663K -$4.83M -218,507 -88%
CRC
1754
Curi RMB Capital
Illinois
$662K +$107K +4,846 +20%
HIP
1755
HUB Investment Partners
Texas
$660K +$22.3K +1,007 +4%
CWM
1756
Cahaba Wealth Management
Georgia
$659K -$65.9K -2,980 -9%
BWCS
1757
Beirne Wealth Consulting Services
Connecticut
$658K -$59.1K -2,675 -9%
BI
1758
Ballast Inc
Kentucky
$658K +$91.5K +4,138 +17%
CST
1759
Charles Schwab Trust
Nevada
$657K -$82.3K -3,722 -12%
MSA
1760
Marino Stram & Associates
Massachusetts
$657K -$42.8K -1,936 -6%
MGAM
1761
McGowan Group Asset Management
Texas
$657K -$11.3K -510 -2%
ROTUOC
1762
Regents of the University of California
California
$656K
DFG
1763
Demars Financial Group
Washington
$656K +$25.7K +1,164 +4%
FFA
1764
Fragasso Financial Advisors
Pennsylvania
$655K -$6.61K -299 -1%
RC
1765
RBO & Co
California
$655K +$1.57K +71 +0.2%
ML
1766
McAdam LLC
Pennsylvania
$654K +$48.3K +2,184 +8%
PWMAG
1767
Pinnacle Wealth Management Advisory Group
New Jersey
$648K -$34.8K -1,572 -5%
RC
1768
Roundview Capital
New Jersey
$645K +$35.9K +1,625 +6%
MA
1769
MBA Advisors
Pennsylvania
$645K +$624K +28,216 New
JWCA
1770
J.W. Coons Advisors
Ohio
$644K -$88.3K -3,996 -12%
MA
1771
MJP Associates
Connecticut
$643K -$11.5K -521 -2%
CIP
1772
Cornerstone Investment Partners
Georgia
$643K
CBA
1773
Coastal Bridge Advisors
Connecticut
$642K +$3.03K +137 +0.5%
WW
1774
Waterfront Wealth
Kansas
$642K +$9.68K +438 +2%
PPW
1775
Parcion Private Wealth
Washington
$641K +$124K +5,627 +25%