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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1201
Capital Planning Advisors
California
$454K -$659K -4,361 -58%
IIA
1202
Integral Investment Advisors
California
$453K -$116K -770 -20%
CA
1203
Commerzbank Aktiengesellschaft
Germany
$451K
TIM
1204
Tevis Investment Management
Texas
$447K +$25.2K +167 +6%
BAM
1205
Berkshire Asset Management
Pennsylvania
$445K -$13.6K -90 -3%
CIAS
1206
Capital Investment Advisory Services
North Carolina
$444K +$8.77K +58 +2%
AWM
1207
Angeles Wealth Management
California
$442K -$105K -695 -19%
MWA
1208
Martel Wealth Advisors
Washington
$439K
JSW
1209
Journey Strategic Wealth
New Jersey
$437K -$63.6K -421 -12%
SS
1210
SBI Securities
Japan
$436K -$1.07M -7,061 -70%
KSB
1211
Kennebec Savings Bank
Maine
$436K +$21.9K +145 +5%
TAFW
1212
Tred Avon Family Wealth
Maryland
$434K +$448K +2,965 New
QWP
1213
Quotient Wealth Partners
Texas
$432K -$217K -1,437 -33%
BWM
1214
Blossom Wealth Management
California
$432K -$3.02K -20 -0.7%
CG
1215
Cynosure Group
Utah
$430K -$3.02K -20 -0.7%
CFA
1216
CWS Financial Advisors
Michigan
$429K -$17.7K -117 -4%
TPI
1217
Trust Point Inc
Wisconsin
$428K +$219K +1,449 +98%
QPWM
1218
Quadrant Private Wealth Management
Pennsylvania
$427K -$30.2K -200 -6%
FUBT
1219
First United Bank & Trust
Maryland
$427K -$21.9K -145 -5%
1WA
1220
180 Wealth Advisors
Washington
$427K -$102K -673 -19%
DAM
1221
Delta Asset Management
Tennessee
$425K
EFS
1222
Essex Financial Services
Connecticut
$421K -$7.71K -51 -2%
BC
1223
Burney Company
Virginia
$420K -$184K -1,214 -30%
CI
1224
Conning Inc
Connecticut
$420K
ONST
1225
Old North State Trust
North Carolina
$419K +$114K +755 +36%