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Name Holding Trade Value Shares
Change
Change in
Stake
AM
1726
Atwater Malick
Pennsylvania
$12.2M -$989K -7,708 -7%
SG
1727
StoneX Group
New York
$12.2M +$107K +832 +0.8%
PFGIA
1728
Patriot Financial Group Insurance Agency
Massachusetts
$12.2M -$1.85M -14,396 -13%
CC
1729
Capital Counsel
New York
$12.1M +$78.3K +610 +0.6%
MG
1730
Mather Group
Illinois
$12.1M +$12.8M +99,351 New
AWMF
1731
Arbor Wealth Management (Florida)
Florida
$12.1M -$122K -947 -0.9%
NME
1732
Notis-McConarty Edward
$12.1M -$416K -3,239 -3%
CBFP
1733
Cedar Brook Financial Partners
Ohio
$12.1M -$698K -5,437 -5%
FC
1734
Fusion Capital
South Carolina
$12.1M +$89.6K +698 +0.7%
EIP
1735
Ellis Investment Partners
Pennsylvania
$12.1M -$114K -889 -0.9%
GCA
1736
Gradient Capital Advisors
California
$12M +$42.7K +333 +0.3%
ATPW
1737
Ashton Thomas Private Wealth
Arizona
$12M -$197K -1,538 -2%
NAMM
1738
NorthStar Asset Management (Massachusetts)
Massachusetts
$12M +$12.6M +98,223 New
SMG
1739
Spectrum Management Group
Indiana
$12M -$3.31M -25,792 -21%
BCA
1740
Biltmore Capital Advisors
New Jersey
$12M +$6.88M +53,597 +121%
MC
1741
Muhlenkamp & Co
Pennsylvania
$12M +$5.65K +44 +0.1%
HPIA
1742
Hamilton Point Investment Advisors
North Carolina
$11.9M -$3.46M -26,978 -22%
MWA
1743
Moser Wealth Advisors
Washington
$11.9M -$86.6K -675 -0.7%
QCIG
1744
Quad-Cities Investment Group
Iowa
$11.9M -$259K -2,019 -2%
FWM
1745
Focused Wealth Management
New York
$11.9M -$11.9K -93 -0.1%
EWM
1746
Evermay Wealth Management
Virginia
$11.8M -$634K -4,942 -5%
HCA
1747
Harbour Capital Advisors
Virginia
$11.8M -$220K -1,713 -2%
BIM
1748
Baldwin Investment Management
Pennsylvania
$11.8M -$1.28M -9,993 -9%
UF
1749
Univest Financial
Pennsylvania
$11.8M +$1.65M +12,854 +15%
PCTC
1750
Perkins Coie Trust Company
Washington
$11.8M -$423K -3,297 -3%