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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2826
Campion Asset Management
Virginia
$763K
ACM
2827
Arcataur Capital Management
Wisconsin
$763K -$2.74K -10 -0.3%
HTIM
2828
Harbour Trust & Investment Management
Indiana
$761K +$24.9K +91 +3%
FAG
2829
Fortitude Advisory Group
Washington
$761K +$1.65K +6 +0.2%
NP
2830
Ninepoint Partners
Ontario, Canada
$761K
SFS
2831
Sharp Financial Services
Pennsylvania
$761K +$37.8K +138 +5%
BWA
2832
BlueChip Wealth Advisors
Georgia
$760K +$230K +839 +41%
FG
2833
Foster Group
Iowa
$760K +$37.5K +137 +5%
B
2834
Bellecapital
Switzerland
$758K
Financial Engines Advisors
2835
Financial Engines Advisors
California
$758K -$10.1K -37 -1%
MJP
2836
Michael J. Puzo
$757K -$27.4K -100 -3%
T
2837
TrueFG
Texas
$756K
CCP
2838
Cassia Capital Partners
North Carolina
$756K +$50.4K +184 +7%
PHAM
2839
Palisades Hudson Asset Management
Florida
$754K
SIC
2840
Samalin Investment Counsel
New York
$753K
MAM
2841
Milestone Asset Management
Pennsylvania
$752K +$34.5K +126 +5%
TWP
2842
Tempus Wealth Planning
California
$750K +$80.6K +294 +11%
MWP
2843
Madison Wealth Partners
Wisconsin
$749K
DCM
2844
DGS Capital Management
New Jersey
$748K -$38.1K -139 -5%
TWP
2845
Tower Wealth Partners
Pennsylvania
$748K +$96.2K +351 +14%
ZIMP
2846
Zimmermann Investment Management & Planning
Pennsylvania
$748K -$367K -1,338 -32%
KFSC
2847
Keystone Financial Services (Colorado)
Colorado
$744K +$91.8K +335 +13%
HIM
2848
Hillsdale Investment Management
Ontario, Canada
$744K +$183K +667 +31%
FCA
2849
FLC Capital Advisors
California
$741K
TCBWMS
2850
Texas Capital Bank Wealth Management Services
Texas
$739K +$171K +623 +28%