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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2826
Ameliora Wealth Management
Switzerland
$6.99M +$84.2K +456 +1%
IP
2827
Investment Partners
Ohio
$6.99M -$145K -783 -2%
RIM
2828
Rockbridge Investment Management
New York
$6.98M +$323K +1,747 +5%
CICC
2829
Capital Investment Counsel (Colorado)
Colorado
$6.97M +$6.69M +36,223 New
MFS
2830
Madrona Financial Services
Washington
$6.97M -$94.2K -510 -1%
PVAMC
2831
PPS&V Asset Management Consultants
Michigan
$6.96M -$58.2K -315 -0.9%
DIP
2832
DT Investment Partners
Pennsylvania
$6.96M +$424K +2,294 +7%
TPW
2833
Tiller Private Wealth
Pennsylvania
$6.96M -$113K -610 -2%
HC
2834
Hourglass Capital
Texas
$6.96M -$1.14M -6,194 -15%
FWM
2835
Fingerlakes Wealth Management
New York
$6.95M +$20.9K +113 +0.3%
CCA
2836
Cora Capital Advisors
New Jersey
$6.95M -$133K -722 -2%
ACM
2837
Allred Capital Management
Texas
$6.93M -$162K -880 -2%
CCB
2838
Cutter & Co Brokerage
Missouri
$6.93M -$198K -1,075 -3%
MA
2839
McBroom & Associates
Nevada
$6.93M -$71.8K -389 -1%
PPWM
2840
Paragon Private Wealth Management
Kentucky
$6.92M +$319K +1,727 +5%
SFP
2841
Sweet Financial Partners
Minnesota
$6.91M +$490K +2,654 +8%
DCM
2842
Delta Capital Management
New Jersey
$6.91M -$49.9K -270 -0.7%
BIA
2843
Barry Investment Advisors
Massachusetts
$6.91M -$139K -754 -2%
MHWM
2844
Montz Harcus Wealth Management
Louisiana
$6.9M +$390K +2,113 +6%
LF
2845
LifeSteps Financial
California
$6.9M +$13.1K +71 +0.2%
SG
2846
Somerset Group
Minnesota
$6.86M +$30.5K +165 +0.5%
ODFS
2847
O'Donnell Financial Services
California
$6.86M -$83.8K -454 -1%
TW
2848
Traveka Wealth
California
$6.86M +$6.58M +35,647 New
GA
2849
Greenspring Advisors
Maryland
$6.86M +$176K +955 +3%
VCP
2850
Vista Capital Partners
Oregon
$6.85M +$73.7K +399 +1%