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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1076
Blue Fin Capital
Rhode Island
$45.4M -$594K -2,562 -1%
NRG
1077
Nemes Rush Group
Michigan
$45.4M -$362K -1,562 -0.8%
BA
1078
Bristlecone Advisors
Washington
$45.3M -$2.84M -12,244 -6%
MAM
1079
Martingale Asset Management
Massachusetts
$45.2M -$3.38M -14,611 -7%
CFS
1080
CRA Financial Services
New Jersey
$45M +$217K +938 +0.5%
RCAG
1081
Rehmann Capital Advisory Group
Michigan
$44.9M -$303K -1,310 -0.6%
RMC
1082
Resources Management Corp
Connecticut
$44.9M -$344K -1,484 -0.7%
CPRC
1083
Consolidated Portfolio Review Corp
New York
$44.9M +$3.25M +14,034 +7%
ET
1084
Equitable Trust
Tennessee
$44.9M -$4.39M -18,937 -9%
EWA
1085
EverSource Wealth Advisors
Alabama
$44.8M -$2.78M -12,013 -6%
JWM
1086
Jackson Wealth Management
Florida
$44.7M -$232K -1,000 -0.5%
WA
1087
Wealth Architects
California
$44.6M +$5.87M +25,337 +14%
JFGIW
1088
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.5M -$909K -3,924 -2%
CWP
1089
Cyndeo Wealth Partners
Florida
$44.5M +$4.19M +18,103 +10%
CCG
1090
Cypress Capital Group
Florida
$44.5M -$2.1M -9,085 -4%
SA
1091
Strategic Advisors
New York
$44.5M -$2.27M -9,805 -5%
ZF
1092
Zhang Financial
Michigan
$44.4M +$861K +3,715 +2%
SWP
1093
Sagespring Wealth Partners
Tennessee
$44.2M +$8.28M +35,729 +22%
ST
1094
Sabal Trust
Florida
$44.1M +$2.07M +8,930 +5%
HCPC
1095
Hamilton Capital Partners (Canada)
$44M +$6M +25,907 +15%
CAL
1096
Capital Analysts LLC
Pennsylvania
$43.8M -$1.47M -6,334 -3%
SGK
1097
Steigerwald Gordon & Koch
Virginia
$43.8M -$921K -3,975 -2%
PVI
1098
Pine Valley Investments
New Jersey
$43.6M -$1.47M -6,341 -3%
YL
1099
YCG LLC
Texas
$43.6M -$192K -828 -0.4%
VWM
1100
Valley Wealth Managers
New Jersey
$43.6M -$1.78M -7,670 -4%