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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
3276
Rockbridge Investment Management
New York
$6M -$181K -782 -3%
DWA
3277
Delos Wealth Advisors
Texas
$6M -$14.4K -62 -0.2%
CPC
3278
CFC Planning Company
Indiana
$5.99M +$510K +2,203 +9%
GW
3279
Griffith & Werner
Georgia
$5.99M +$554K +2,390 +10%
CA
3280
Cortland Associates
Missouri
$5.98M -$194K -839 -3%
QFW
3281
QTR Family Wealth
Florida
$5.98M +$6.24M +26,933 New
USWG
3282
U.S. Wealth Group
New York
$5.98M -$331K -1,428 -5%
NA
3283
Nautilus Advisors
California
$5.97M -$221K -956 -3%
NWA
3284
New World Advisors
Massachusetts
$5.96M +$137K +593 +2%
BI
3285
Bradyco Inc
Massachusetts
$5.95M
MKC
3286
M. Kraus & Co
Vermont
$5.95M -$91.7K -396 -1%
SP
3287
Saranac Partners
$5.94M +$127K +547 +2%
MCM
3288
Magnolia Capital Management
New York
$5.94M -$67.2K -290 -1%
CIA
3289
Compass Ion Advisors
Pennsylvania
$5.93M -$38.9K -168 -0.6%
QFA
3290
Quattro Financial Advisors
Texas
$5.92M -$5.37M -23,190 -47%
CCM
3291
Check Capital Management
California
$5.92M -$261K -1,128 -4%
GAAM
3292
Guinness Atkinson Asset Management
California
$5.92M -$299K -1,292 -5%
FWP
3293
Firethorn Wealth Partners
Georgia
$5.91M +$238K +1,027 +4%
CFP
3294
Curran Financial Partners
South Carolina
$5.91M +$191K +825 +3%
LIA
3295
Lynx Investment Advisory
District of Columbia
$5.91M +$48.7K +210 +0.8%
RFS
3296
Richardson Financial Services
Massachusetts
$5.91M -$6.49K -28 -0.1%
MAM
3297
MWA Asset Management
Massachusetts
$5.9M -$73.9K -319 -1%
FWM
3298
Fonville Wealth Management
Virginia
$5.89M +$1M +4,332 +19%
TFA
3299
Trinity Financial Advisors
Ohio
$5.89M +$121K +524 +2%
AWM
3300
Affinity Wealth Management
Delaware
$5.89M -$70.9K -306 -1%