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Name Holding Trade Value Shares
Change
Change in
Stake
DDD Partners
1201
DDD Partners
Washington
$48.1M +$276K +965 +0.6%
Tamar Securities
1202
Tamar Securities
California
$48M +$8.24M +28,825 +21%
Woodstock Corp
1203
Woodstock Corp
Massachusetts
$48M -$448K -1,565 -0.9%
Grove Bank & Trust
1204
Grove Bank & Trust
Florida
$48M +$1.21M +4,234 +3%
Unio Capital
1205
Unio Capital
New Jersey
$48M -$695K -2,430 -1%
Ascent Wealth Partners
1206
Ascent Wealth Partners
New York
$47.9M +$2.5M +8,736 +6%
Edge Wealth Management
1207
Edge Wealth Management
New York
$47.8M -$105K -367 -0.2%
Douglas Lane & Associates
1208
Douglas Lane & Associates
New York
$47.8M +$793K +2,772 +2%
MONECO Advisors
1209
MONECO Advisors
Connecticut
$47.8M +$8.93M +31,230 +23%
E.S. Barr & Co
1210
E.S. Barr & Co
Kentucky
$47.7M -$150K -525 -0.3%
Thompson Siegel & Walmsley
1211
Thompson Siegel & Walmsley
Virginia
$47.6M -$841K -2,940 -2%
Advisor OS
1212
Advisor OS
Illinois
$47.5M -$1.31M -4,574 -3%
BetterWealth
1213
BetterWealth
California
$47.5M -$3.21M -11,209 -6%
CRB
1214
Chad R. Baker
$47.4M -$2.86M -10,000 -6%
Continuum Advisory
1215
Continuum Advisory
Idaho
$47.4M -$189K -661 -0.4%
Oxford Financial Group
1216
Oxford Financial Group
Indiana
$47.3M -$597K -2,086 -1%
Trust Asset Management
1217
Trust Asset Management
Texas
$47.2M -$1.27M -4,448 -3%
Cooper Financial Group
1218
Cooper Financial Group
California
$47.1M +$985K +3,445 +2%
Csenge Advisory Group
1219
Csenge Advisory Group
Florida
$47.1M +$1.23M +4,295 +3%
Cypress Wealth Services
1220
Cypress Wealth Services
California
$47M -$563K -1,970 -1%
GHP Investment Advisors
1221
GHP Investment Advisors
Colorado
$47M -$10.3K -36 -0%
Bridgeway Capital Management
1222
Bridgeway Capital Management
Texas
$46.9M +$716K +2,504 +2%
Knuff & Co
1223
Knuff & Co
California
$46.8M +$1.22M +4,282 +3%
Cumberland Partners
1224
Cumberland Partners
Ontario, Canada
$46.7M -$319K -1,114 -0.7%
RPGK
1225
Retirement Planning Group (Kansas)
Kansas
$46.6M -$129K -452 -0.3%