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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
926
Palumbo Wealth Management
New York
$1.25M +$83.5K +549 +8%
IFG
927
Independent Financial Group
California
$1.25M +$66.8K +439 +7%
CastleKeep Investment Advisors
928
CastleKeep Investment Advisors
Connecticut
$1.24M -$476K -3,127 -31%
BL
929
BFSG LLC
California
$1.24M +$1.06M +6,988 +43,675%
EWS
930
Evergreen Wealth Solutions
Pennsylvania
$1.24M -$88.7K -583 -8%
TIA
931
Trust Investment Advisors
Indiana
$1.24M -$3.8K -25 -0.4%
FPF
932
First Pacific Financial
Washington
$1.24M +$113K +746 +12%
BHB
933
Bank Hapoalim BM
Israel
$1.24M -$43.7K -287 -4%
BB
934
Burford Brothers
Texas
$1.24M -$2.89K -19 -0.3%
GCM
935
Galibier Capital Management
Ontario, Canada
$1.23M -$466K -3,066 -31%
BMCM
936
Bryn Mawr Capital Management
Pennsylvania
$1.23M +$162K +1,067 +18%
VA
937
Valmark Advisers
Ohio
$1.22M -$10.2K -67 -1%
FFA
938
Farther Finance Advisors
California
$1.21M +$181K +1,189 +21%
PP
939
Paloma Partners
Connecticut
$1.21M +$1.04M +6,831 New
BCM
940
Becker Capital Management
Oregon
$1.21M
PL
941
Polianta Ltd
Jersey
$1.21M +$1.03M +6,800 New
EFS
942
Essex Financial Services
Connecticut
$1.2M +$125K +819 +14%
EBWM
943
Eagle Bluffs Wealth Management
Missouri
$1.19M +$20.4K +134 +2%
NEAM
944
New England Asset Management
Connecticut
$1.19M
SAM
945
Sompo Asset Management
Japan
$1.18M +$455K +2,992 +81%
FIM
946
Freedom Investment Management
Connecticut
$1.18M -$101K -666 -9%
TFA
947
Transamerica Financial Advisors
Florida
$1.18M +$1.01M +6,643 New
CPBTD
948
Central Pacific Bank - Trust Division
Hawaii
$1.17M +$1M +6,575 New
OC
949
Opinicus Capital
Florida
$1.16M +$37.1K +244 +4%
SPA
950
Sherbrooke Park Advisers
New York
$1.16M -$39.7K -261 -4%