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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1626
Benedict Financial Advisors
Georgia
$18.3M -$226K -1,243 -1%
FM
1627
Freemont Management
Switzerland
$18.3M -$6M -33,000 -24%
CPIA
1628
Cornell Pochily Investment Advisors
New York
$18.3M -$231K -1,272 -1%
LWM
1629
Liberty Wealth Management
California
$18.3M +$739K +4,065 +4%
LJAC
1630
L.J. Altfest & Co
New York
$18.2M -$32.2K -177 -0.2%
MSS
1631
Mitchell Sinkler & Starr
Pennsylvania
$18.2M -$3.01M -16,547 -13%
BL
1632
BFSG LLC
California
$18.2M +$173K +953 +0.9%
NL
1633
Navalign LLC
California
$18.2M -$53.1K -292 -0.3%
SWP
1634
Strategic Wealth Partners
Ohio
$18.2M +$1.66M +9,133 +9%
FI
1635
Financial Insights
Washington
$18.1M -$423K -2,326 -2%
TCM
1636
Tufton Capital Management
Maryland
$18.1M -$123K -677 -0.6%
RRCM
1637
Rappaport Reiches Capital Management
Illinois
$18.1M +$1.19M +6,543 +7%
CJL
1638
Cyrus J. Lawrence
New York
$18.1M +$19.2M +105,498 New
FPGK
1639
Financial Partners Group (Kansas)
Kansas
$18.1M -$173K -954 -0.9%
CFD
1640
Creative Financial Designs
Indiana
$18.1M +$1.11M +6,116 +6%
TI
1641
TTP Investments
California
$18M -$1.93M -10,604 -9%
JWM
1642
Jessup Wealth Management
Ohio
$18M -$1.26M -6,926 -6%
RIM
1643
Redwood Investment Management
Arizona
$18M +$6.44M +35,444 +51%
LNWTC
1644
Laird Norton Wetherby Trust Company
Washington
$17.9M -$127K -698 -0.7%
PCG
1645
PFC Capital Group
California
$17.9M +$38.7K +213 +0.2%
HIP
1646
Harrell Investment Partners
Texas
$17.9M -$257K -1,414 -1%
MGWM
1647
Marks Group Wealth Management
Minnesota
$17.9M +$306K +1,683 +2%
GWMR
1648
GC Wealth Management RIA
Massachusetts
$17.8M +$5.71M +31,409 +43%
RWP
1649
Ridgecrest Wealth Partners
California
$17.8M +$1.08M +5,930 +6%
MWA
1650
Meridian Wealth Advisors
Texas
$17.8M +$41.6K +229 +0.2%