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Name Holding Trade Value Shares
Change
Change in
Stake
SEEDPG
1776
S.E.E.D. Planning Group
New York
$17.5M -$250K -1,356 -1%
ST
1777
Sabal Trust
Florida
$17.5M +$2.61M +14,109 +18%
ZIG
1778
Zuckerman Investment Group
Illinois
$17.5M +$606K +3,280 +4%
MAWCM
1779
Mine & Arao Wealth Creation & Management
California
$17.4M -$165K -896 -1%
PAM
1780
Pegasus Asset Management
New York
$17.4M -$418K -2,263 -2%
NO
1781
Ninety One
South Africa
$17.4M +$2.9M +15,729 +21%
PG
1782
Patten Group
Tennessee
$17.3M -$859K -4,651 -5%
HCA
1783
Horan Capital Advisors
Ohio
$17.3M -$323K -1,751 -2%
IPW
1784
Inlet Private Wealth
Florida
$17.3M -$383K -2,072 -2%
TCM
1785
Thames Capital Management
New Jersey
$17.3M -$2.45M -13,279 -13%
LFG
1786
Larson Financial Group
Missouri
$17.2M -$1.8M -9,755 -10%
MWM
1787
Merriman Wealth Management
Washington
$17.2M -$487K -2,640 -3%
KA
1788
Kozak & Associates
Colorado
$17.2M +$2.21M +11,974 +15%
HA
1789
Hamel Associates
New Jersey
$17.2M -$416K -2,254 -2%
EML
1790
Eos Management LP
New York
$17.2M -$1.62M -8,797 -9%
VPP
1791
Vertex Planning Partners
Illinois
$17.2M +$9.34M +50,574 +131%
ORC
1792
O'Rourke & Company
Massachusetts
$17.1M +$15.1K +82 +0.1%
UCMOK
1793
United Capital Management of KS
Kansas
$17.1M -$87.2K -472 -0.5%
HC
1794
Hendley & Co
Ohio
$17.1M -$1.97M -10,657 -11%
BONH
1795
Bank of New Hampshire
New Hampshire
$17.1M -$237K -1,286 -1%
TF
1796
Trek Financial
Arizona
$17M +$196K +1,059 +1%
RMAM
1797
Raab & Moskowitz Asset Management
New Jersey
$17M +$181K +979 +1%
PWPS
1798
Pinnacle Wealth Planning Services
Ohio
$17M -$178K -965 -1%
CI
1799
Carroll Investors
South Carolina
$16.9M -$1.7M -9,202 -10%
GLR
1800
Great Lakes Retirement
Ohio
$16.8M +$686K +3,716 +4%