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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1576
Coastal Bridge Advisors
Connecticut
$462K +$28.4K +150 +4%
SGK
1577
Steigerwald Gordon & Koch
Virginia
$461K +$176K +928 +33%
IF
1578
Intrua Financial
Texas
$460K -$552K -2,916 -45%
TA
1579
TrueWealth Advisors
Alabama
$459K +$9.47K +50 +1%
TWM
1580
Tradition Wealth Management
Minnesota
$458K +$18.6K +98 +3%
CRI
1581
Colonial River Investments
Virginia
$458K -$200K -1,056 -22%
TIM
1582
Thompson Investment Management
Wisconsin
$457K – – –
MSS
1583
Mitchell Sinkler & Starr
Pennsylvania
$457K -$13.3K -70 -2%
KFA
1584
Kelleher Financial Advisors
New York
$456K +$103K +542 +17%
PGWM
1585
Pitti Group Wealth Management
New York
$456K +$274K +1,448 +64%
MWP
1586
Madison Wealth Partners
Wisconsin
$456K +$155K +816 +28%
ES
1587
Eagle Strategies
New York
$455K +$194K +1,027 +38%
RWA
1588
Ropes Wealth Advisors
Massachusetts
$455K -$1.01M -5,309 -59%
TC
1589
Tairen Capital
Hong Kong
$455K +$699K +3,690 New
OMERS Administration Corp
1590
OMERS Administration Corp
Ontario, Canada
$454K -$609K -3,215 -47%
CAM
1591
Concorde Asset Management
Michigan
$454K -$42.8K -226 -6%
B
1592
BetterWealth
California
$452K -$14.2K -75 -2%
TWP
1593
Tempus Wealth Planning
California
$452K +$99.6K +526 +17%
PCM
1594
Pennsylvania Capital Management
Pennsylvania
$452K +$105K +557 +18%
Boston Trust Walden
1595
Boston Trust Walden
Massachusetts
$452K -$56.8K -300 -8%
SWM
1596
Stockman Wealth Management
Montana
$452K +$187K +990 +37%
CWM
1597
Centurion Wealth Management
Virginia
$451K +$693K +3,659 New
ACM
1598
Alpha Capital Management
Texas
$449K -$12.3K -65 -2%
HP
1599
Hilltop Partners
Indiana
$449K +$690K +3,644 New
JIC
1600
Joel Isaacson & Co
New York
$449K -$70.8K -374 -9%