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Name Holding Trade Value Shares
Change
Change in
Stake
1WM
3101
1858 Wealth Management
Ohio
$6.59M +$644K +3,452 +12%
MSK
3102
Melissa S. Kampmann
$6.58M -$194K -1,041 -3%
WJA
3103
Willis Johnson & Associates
Texas
$6.57M +$109K +585 +2%
TFP
3104
Tilia Fiduciary Partners
North Carolina
$6.56M +$161K +866 +3%
EWA
3105
Evolution Wealth Advisors
Florida
$6.56M +$801K +4,295 +16%
LFS
3106
Legacy Financial Strategies
Kansas
$6.56M +$161K +862 +3%
KCG
3107
Kinsale Capital Group
Virginia
$6.54M +$1.1M +5,905 +23%
BC
3108
Barrett & Company
Rhode Island
$6.54M +$11.6K +62 +0.2%
WC
3109
Wynn Capital
Georgia
$6.54M +$57.6K +309 +1%
Fiera Capital (Canada)
3110
Fiera Capital (Canada)
Quebec, Canada
$6.54M -$867K -4,650 -13%
MAM
3111
McCarthy Asset Management
California
$6.54M -$16K -86 -0.3%
PC
3112
Permanens Capital
New York
$6.53M +$609K +3,265 +12%
GA
3113
Goldstein Advisors
Wisconsin
$6.53M +$5.04K +27 +0.1%
CFFP
3114
Center for Financial Planning
Michigan
$6.53M +$13.2K +71 +0.2%
PWS
3115
Private Wealth Strategies
Ohio
$6.52M -$196K -1,050 -3%
CFIA
3116
Cantor Fitzgerald Investment Advisors
New York
$6.51M +$66.6K +357 +1%
HP
3117
Hilltop Partners
Indiana
$6.5M +$15.3K +82 +0.3%
TIM
3118
Total Investment Management
Arizona
$6.49M -$183K -979 -3%
SFG
3119
Snider Financial Group
Washington
$6.49M +$55.9K +300 +1%
NIM
3120
Needham Investment Management
New York
$6.48M
AWG
3121
Altus Wealth Group
Colorado
$6.47M +$54.3K +291 +1%
JCM
3122
Jacobsen Capital Management
Utah
$6.47M +$288K +1,542 +5%
NED
3123
Nancy E. Dempze
$6.47M +$96.4K +517 +2%
4WM
3124
49 Wealth Management
Texas
$6.47M +$863K +4,627 +18%
AI
3125
Atom Investors
Texas
$6.46M +$743K +3,983 +15%