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Name Holding Trade Value Shares
Change
Change in
Stake
AGP
2276
Autumn Glory Partners
Texas
$976K -$1.33M -6,163 -58%
CAM
2277
Cozad Asset Management
Illinois
$976K +$3.68K +17 +0.4%
WCM
2278
Windsor Capital Management
Arizona
$975K +$11.2K +52 +1%
FB
2279
First Bancorp
Maine
$974K
APIM
2280
Agate Pass Investment Management
Washington
$971K +$15.6K +72 +2%
WE
2281
Wealth Effects
Massachusetts
$971K +$21.2K +98 +2%
WI
2282
Wedgewood Investors
Pennsylvania
$970K -$2.16K -10 -0.2%
FP
2283
Fiduciary Planning
Florida
$970K +$150K +695 +19%
STB
2284
S&T Bank
Pennsylvania
$969K
CC
2285
Commons Capital
Massachusetts
$969K +$51.3K +237 +6%
CCC
2286
Chelsea Counsel Company
California
$965K
LB
2287
Leo Brokerage
Texas
$963K +$938K +4,339 New
ACWM
2288
Adams Chetwood Wealth Management
North Carolina
$961K +$110K +507 +13%
CSIC
2289
Clifford Swan Investment Counsel
California
$960K -$90K -416 -9%
OWA
2290
Outlook Wealth Advisors
Texas
$959K +$6.27K +29 +0.7%
CIM
2291
CIM Investment Management
Pennsylvania
$957K -$1.05M -4,867 -53%
KWS
2292
Keystone Wealth Services
California
$956K -$32K -148 -3%
CBFP
2293
Cedar Brook Financial Partners
Ohio
$954K +$23.6K +109 +3%
LP
2294
LGL Partners
Pennsylvania
$952K -$174K -804 -16%
RCG
2295
Resource Consulting Group
Florida
$951K -$2.16K -10 -0.2%
FMWA
2296
Forvis Mazars Wealth Advisors
Missouri
$950K +$40.9K +189 +5%
BIA
2297
Bigelow Investment Advisors
Maine
$948K +$21.6K +100 +2%
MPW
2298
Monterey Private Wealth
California
$947K +$339K +1,569 +59%
IC
2299
Intersect Capital
California
$946K -$80.5K -372 -8%
RHAM
2300
Round Hill Asset Management
California
$946K