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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1626
Ridgecrest Wealth Partners
California
$24.6M +$191K +854 +0.8%
RRCM
1627
Rappaport Reiches Capital Management
Illinois
$24.5M +$1.17M +5,241 +5%
LJAC
1628
L.J. Altfest & Co
New York
$24.5M -$453K -2,028 -2%
ELI
1629
Empire Life Investments
Ontario, Canada
$24.5M +$3.3M +14,774 +16%
9WM
1630
9258 Wealth Management
Ohio
$24.5M -$381K -1,707 -2%
LHC
1631
Little House Capital
Massachusetts
$24.5M +$2.92M +13,055 +14%
GCM
1632
Goldstream Capital Management
Hong Kong
$24.4M -$2.64M -11,803 -10%
TCM
1633
Tufton Capital Management
Maryland
$24.4M -$197K -883 -0.8%
KA
1634
Kozak & Associates
Colorado
$24.4M +$47.8K +214 +0.2%
FWM
1635
Focused Wealth Management
New York
$24.4M -$1.34M -5,979 -5%
CJL
1636
Cyrus J. Lawrence
New York
$24.4M -$187K -838 -0.8%
Members Trust
1637
Members Trust
Florida
$24.3M -$743K -3,327 -3%
CYG
1638
Clean Yield Group
Vermont
$24.3M +$1.76M +7,864 +8%
DLCIG
1639
D.L. Carlson Investment Group
New Hampshire
$24.3M -$276K -1,236 -1%
AWM
1640
Accurate Wealth Management
Florida
$24.3M +$1.87M +8,354 +9%
MWM
1641
Modern Wealth Management
Kansas
$24.2M +$385K +1,724 +2%
AG
1642
Avala Global
New York
$24.2M -$29.7M -132,810 -56%
CWA
1643
Canvas Wealth Advisors
Kansas
$24.1M +$2.62M +11,727 +13%
ACM
1644
AlphaStar Capital Management
North Carolina
$24.1M +$2.78M +12,437 +14%
SXL
1645
Summit X LLC
Missouri
$24.1M -$1.36M -6,073 -5%
PCG
1646
PFC Capital Group
California
$24.1M -$238K -1,064 -1%
MGWM
1647
Marks Group Wealth Management
Minnesota
$24.1M -$188K -844 -0.8%
HCM
1648
Harvey Capital Management
Florida
$24M -$779K -3,490 -3%
BA
1649
Ballast Advisors
Minnesota
$24M -$2.63M -11,776 -10%
AHB
1650
Abner Herrman & Brock
New Jersey
$24M -$68.6K -307 -0.3%