Name Holding Trade Value Shares
Change
Change in
Stake
CP
1751
Cumberland Partners
Ontario, Canada
$1.12M +$93.3K +1,654 +9%
IIC
1752
Integrated Investment Consultants
Michigan
$1.12M -$94K -1,665 -8%
CIG
1753
Cairn Investment Group
Washington
$1.12M -$55.8K -988 -5%
FBC
1754
Fairfield, Bush & Co
Connecticut
$1.12M -$4.4K -78 -0.4%
DBIA
1755
Dumont & Blake Investment Advisors
New Jersey
$1.11M +$35.9K +637 +3%
CCMIC
1756
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.11M +$194K +3,435 +22%
WC
1757
Weil Company
California
$1.11M +$32.2K +570 +3%
GSWM
1758
Golden State Wealth Management
California
$1.11M -$51.7K -917 -5%
MAWCM
1759
Mine & Arao Wealth Creation & Management
California
$1.11M +$46.4K +822 +5%
WFM
1760
Wolff Financial Management
Michigan
$1.11M +$255K +4,516 +31%
PA
1761
Procyon Advisors
Connecticut
$1.11M +$175K +3,102 +19%
SWA
1762
Sutton Wealth Advisors
Florida
$1.1M +$35.1K +622 +3%
IWA
1763
Intercontinental Wealth Advisors
Texas
$1.1M +$26.4K +467 +3%
IC
1764
Inscription Capital
Texas
$1.1M +$201K +3,555 +23%
OFS
1765
Orrstown Financial Services
Pennsylvania
$1.1M -$48.1K -853 -4%
WA
1766
WESPAC Advisors
California
$1.1M -$250K -4,428 -19%
ECA
1767
Elevated Capital Advisors
Utah
$1.1M +$50.1K +887 +5%
LWA
1768
Lineweaver Wealth Advisors
Ohio
$1.09M +$213K +3,774 +25%
PWM
1769
Purus Wealth Management
California
$1.09M +$96.8K +1,715 +10%
CVM
1770
Cheviot Value Management
California
$1.09M +$241K +4,269 +30%
LWCFA
1771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M +$72.6K +1,286 +7%
AIM
1772
Avity Investment Management
Connecticut
$1.08M +$903 +16 +0.1%
OF
1773
Outfitter Financial
Maine
$1.07M +$1.04M +18,495 New
SXL
1774
Summit X LLC
Missouri
$1.07M -$36.5K -646 -3%
MIAS
1775
Mason Investment Advisory Services
Virginia
$1.07M – – –