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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1301
Madison Wealth Management
Ohio
$22.1M -$332K -2,255 -1%
TAMH
1302
Taikang Asset Management (HK)
Hong Kong
$22.1M
ZAM
1303
Zevin Asset Management
Massachusetts
$22M +$63.9K +434 +0.3%
WCF
1304
West Coast Financial
California
$22M -$567K -3,849 -2%
TC
1305
Tsai Capital
New York
$21.9M -$129K -874 -0.6%
CA
1306
Continuum Advisory
Idaho
$21.9M +$4.79M +32,532 +22%
BSI
1307
Bennett Selby Investments
Maine
$21.9M -$389K -2,643 -2%
VV
1308
Verity & Verity
South Carolina
$21.9M +$4.86K +33 +0%
AMM
1309
American Money Management
California
$21.9M +$3.68M +25,023 +19%
SN
1310
Sittner & Nelson
Oregon
$21.9M +$3.18M +21,591 +16%
Kayne Anderson Rudnick Investment Management
1311
Kayne Anderson Rudnick Investment Management
California
$21.9M +$1.19M +8,050 +5%
GWS
1312
Glassman Wealth Services
Virginia
$21.9M +$74.5K +506 +0.3%
ICP
1313
Ironvine Capital Partners
Nebraska
$21.8M +$74.1K +503 +0.3%
MCA
1314
Mercer Capital Advisers
New Jersey
$21.7M -$2.18M -14,800 -9%
TB
1315
Terril Brothers
Missouri
$21.7M
P
1316
Pitcairn
Pennsylvania
$21.6M -$703K -4,778 -3%
KCPG
1317
Kavar Capital Partners Group
Kansas
$21.6M +$900K +6,114 +4%
PAM
1318
Peak Asset Management
Colorado
$21.6M -$307K -2,082 -1%
LBD
1319
Landsberg Bennett & Dubbaneh
Florida
$21.6M -$273K -1,854 -1%
YWP
1320
YorkBridge Wealth Partners
New York
$21.6M +$15.5K +105 +0.1%
PTB
1321
Pioneer Trust Bank
Oregon
$21.6M -$2.82M -19,128 -11%
GWSG
1322
GPS Wealth Strategies Group
Colorado
$21.5M -$382K -2,595 -2%
TA
1323
TruWealth Advisors
Louisiana
$21.5M +$379K +2,572 +2%
HWM
1324
Hemington Wealth Management
Virginia
$21.4M -$5.15K -35 -0%
CNC
1325
Canandaigua National Corp
New York
$21.3M -$1.73M -11,765 -7%