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Name Holding Trade Value Shares
Change
Change in
Stake
EBSAM
4601
Eubel Brady & Suttman Asset Management
Ohio
$1.83M -$15.8K -68 -0.8%
CW
4602
Code Waechter
Florida
$1.83M -$36.4K -157 -2%
KPWM
4603
KDK Private Wealth Management
Texas
$1.82M -$93.6K -404 -5%
WA
4604
WPG Advisers
Maryland
$1.82M +$310K +1,339 +20%
TWM
4605
Trevian Wealth Management
Massachusetts
$1.81M -$18.3K -79 -1%
VFIC
4606
Valley Forge Investment Consultants
Pennsylvania
$1.81M -$369K -1,591 -16%
NA
4607
Nordwand Advisors
Pennsylvania
$1.81M +$39.8K +172 +2%
MEAC
4608
M.E. Allison & Co
Texas
$1.81M +$70.4K +304 +4%
PA
4609
Paragon Advisors
Texas
$1.8M -$131K -567 -7%
CG
4610
Cynosure Group
Utah
$1.8M -$371K -1,601 -16%
KRW
4611
Kaufman Rossin Wealth
Florida
$1.8M +$892K +3,850 +90%
ST
4612
Sageworth Trust
Pennsylvania
$1.8M -$55.4K -239 -3%
IFA
4613
Interactive Financial Advisors
Illinois
$1.8M
RS
4614
Retirement Solution
Washington
$1.8M -$944K -4,074 -33%
QFPS
4615
Quantum Financial Planning Services
Washington
$1.8M +$319K +1,375 +20%
KNFPWM
4616
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.8M +$232 +1 +0%
LFPWM
4617
Leicht Financial Planning & Wealth Management
New Jersey
$1.79M -$46.8K -202 -2%
GCM
4618
Gunderson Capital Management
South Carolina
$1.79M +$29.4K +127 +2%
LAM
4619
Lifestyle Asset Management
Texas
$1.79M -$33.6K -145 -2%
AWA
4620
Alaska Wealth Advisors
Alaska
$1.79M -$165K -712 -8%
CAM
4621
Cobblestone Asset Management
Virginia
$1.78M +$482K +2,080 +35%
MGM
4622
Miura Global Management
New York
$1.78M -$1.62M -7,000 -47%
Aristotle Capital Management
4623
Aristotle Capital Management
California
$1.78M -$2.32K -10 -0.1%
DA
4624
DCF Advisers
Connecticut
$1.78M
RF
4625
Robinswood Financial
Washington
$1.77M +$164K +706 +10%