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Name Holding Trade Value Shares
Change
Change in
Stake
HORAN Wealth
1626
HORAN Wealth
Ohio
$29.9M +$308K +1,076 +1%
Platform Wealth Management
1627
Platform Wealth Management
Utah
$29.9M +$29.6M +103,471 New
TriaGen Wealth Management
1628
TriaGen Wealth Management
California
$29.9M -$4.28M -14,978 -13%
Moss Adams Wealth Advisors
1629
Moss Adams Wealth Advisors
Washington
$29.9M -$1.06M -3,714 -3%
McLean Asset Management
1630
McLean Asset Management
Virginia
$29.9M -$329K -1,150 -1%
Garde Capital
1631
Garde Capital
Washington
$29.8M -$667K -2,331 -2%
DQRIM
1632
Dale Q Rice Investment Management
Washington
$29.8M -$738K -2,581 -2%
Key Financial Inc
1633
Key Financial Inc
Pennsylvania
$29.7M -$194K -679 -0.7%
Perkins Coie Trust Company
1634
Perkins Coie Trust Company
Washington
$29.7M +$7.72K +27 +0%
Stenger Family Office
1635
Stenger Family Office
Illinois
$29.7M -$85K -297 -0.3%
Great Lakes Retirement
1636
Great Lakes Retirement
Ohio
$29.6M +$541K +1,890 +2%
Diamant Asset Management
1637
Diamant Asset Management
Connecticut
$29.6M -$701K -2,449 -2%
Crewe Advisors
1638
Crewe Advisors
Utah
$29.6M -$763K -2,666 -3%
Provident Investment Management
1639
Provident Investment Management
Michigan
$29.6M +$28.4M +99,372 +3,495%
Atwater Malick
1640
Atwater Malick
Pennsylvania
$29.5M +$632K +2,211 +2%
Stonebridge Financial Group
1641
Stonebridge Financial Group
California
$29.5M +$29.2M +101,970 New
Clean Yield Group
1642
Clean Yield Group
Vermont
$29.5M +$8.58K +30 +0%
Rockport Wealth
1643
Rockport Wealth
Ohio
$29.4M -$1.93M -6,732 -6%
Alta Capital Management
1644
Alta Capital Management
Utah
$29.4M -$20.8M -72,833 -42%
Hilton Capital Management
1645
Hilton Capital Management
New York
$29.4M +$307K +1,075 +1%
Yukon Wealth Management
1646
Yukon Wealth Management
Kansas
$29.4M +$27.7M +96,669 +1,994%
Monograph Wealth Advisors
1647
Monograph Wealth Advisors
California
$29.4M -$6.28M -21,948 -18%
Quadcap Wealth Management
1648
Quadcap Wealth Management
Texas
$29.3M +$592K +2,069 +2%
Denali Advisors
1649
Denali Advisors
California
$29.3M -$4.92M -17,218 -15%
Bill Few Associates
1650
Bill Few Associates
Pennsylvania
$29.3M -$544K -1,903 -2%