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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
2851
Delta Capital Management
New Jersey
$6.15M -$3.64K -20 -0.1%
VCP
2852
Vista Capital Partners
Oregon
$6.15M +$47.1K +259 +0.7%
GWM
2853
Gitterman Wealth Management
New Jersey
$6.13M +$172K +945 +3%
FWM
2854
Fingerlakes Wealth Management
New York
$6.13M -$71.3K -392 -1%
ITB
2855
Idaho Trust Bank
Idaho
$6.13M +$5.92M +32,577 +1,036%
MA
2856
McBroom & Associates
Nevada
$6.12M -$48.4K -266 -0.7%
Fiera Capital (Canada)
2857
Fiera Capital (Canada)
Quebec, Canada
$6.12M -$6.79M -37,336 -51%
BIA
2858
Barry Investment Advisors
Massachusetts
$6.12M -$34K -187 -0.5%
DWM
2859
Dynasty Wealth Management
Florida
$6.12M +$6.49M +35,679 New
ACM
2860
Allred Capital Management
Texas
$6.11M -$67.1K -369 -1%
ODFS
2861
O'Donnell Financial Services
California
$6.11M -$5.09K -28 -0.1%
TWM
2862
Trueblood Wealth Management
Ohio
$6.11M -$158K -869 -2%
DFA
2863
Davies Financial Advisors
California
$6.11M +$6.48M +35,615 New
GAG
2864
Goodman Advisory Group
Massachusetts
$6.11M -$2.89M -15,892 -31%
PVAMC
2865
PPS&V Asset Management Consultants
Michigan
$6.1M -$103K -564 -2%
AWA
2866
Alta Wealth Advisors
Massachusetts
$6.1M +$238K +1,308 +4%
LIP
2867
Lighthouse Investment Partners
Florida
$6.08M +$6.44M +35,435 New
MWS
2868
Maxwell Wealth Strategies
California
$6.08M +$578K +3,179 +11%
UIA
2869
Ulland Investment Advisors
Minnesota
$6.07M +$23.3K +128 +0.4%
ATWA
2870
Arbor Trust Wealth Advisors
Michigan
$6.07M -$223K -1,226 -3%
NC
2871
NewSquare Capital
Pennsylvania
$6.07M -$9.64K -53 -0.1%
IPW
2872
Impact Partnership Wealth
Georgia
$6.06M +$328K +1,805 +5%
RLWM
2873
RF&L Wealth Management
Massachusetts
$6.05M
RA
2874
Ruggaard & Associates
Ohio
$6.05M -$422K -2,322 -6%
MWP
2875
Madison Wealth Partners
Wisconsin
$6.05M -$24K -132 -0.4%