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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
951
Independent Advisor Alliance
North Carolina
$994K +$196K +1,044 +22%
KIA
952
Knollwood Investment Advisory
Maryland
$993K
CPSC
953
Carl P. Sherr & Co
Massachusetts
$987K -$65.4K -349 -6%
BJL
954
Brighton Jones LLC
Washington
$979K +$498K +2,659 +85%
TSW
955
Three Seasons Wealth
Utah
$978K +$424K +2,262 +62%
IIC
956
Ironwood Investment Counsel
Arizona
$975K -$42.5K -227 -4%
PTC
957
Philadelphia Trust Company
Pennsylvania
$974K -$3K -16 -0.3%
STA
958
Summit Trail Advisors
New York
$967K +$82.6K +441 +8%
MP
959
McDonald Partners
Ohio
$961K -$9.37K -50 -0.9%
CC
960
Commons Capital
Massachusetts
$958K -$17.4K -93 -2%
CAG
961
Csenge Advisory Group
Florida
$953K -$187 -1 -0%
USB
962
Union Savings Bank
Connecticut
$948K -$19.5K -104 -2%
SW
963
StrongBox Wealth
Missouri
$939K -$15.7K -84 -1%
LD
964
Lipe & Dalton
New York
$938K +$197K +1,051 +23%
GM
965
GeoWealth Management
Illinois
$937K +$142K +757 +16%
ACMA
966
Arbor Capital Management (Alaska)
Alaska
$936K -$51.1K -273 -5%
QCG
967
Quadrant Capital Group
Ohio
$936K -$82.4K -440 -7%
TAM
968
Trust Asset Management
Texas
$924K
PA
969
Procyon Advisors
Connecticut
$918K +$171K +911 +20%
SRL
970
Scientech Research LLC
New Jersey
$917K +$1.02M +5,419 New
CA
971
Cullinan Associates
Kentucky
$914K
SAM
972
Sompo Asset Management
Japan
$910K +$116K +620 +13%
A
973
Allianz
Germany
$905K +$1M +5,347 New
PGAM
974
Princeton Global Asset Management
New Jersey
$904K -$207K -1,107 -17%
PPWP
975
Premier Path Wealth Partners
New Jersey
$899K -$88.8K -474 -8%