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Name Holding Trade Value Shares
Change
Change in
Stake
TSS
2101
Thomas Story & Son
Indiana
$12.4M -$8.71K -50 -0.1%
FMN
2102
Financial Management Network
California
$12.4M -$313K -1,794 -3%
AG
2103
Advocate Group
Minnesota
$12.4M -$128K -734 -1%
HVP
2104
Hudson Value Partners
Florida
$12.4M +$679K +3,894 +6%
PW
2105
Peninsula Wealth
California
$12.3M +$91.8K +527 +0.8%
AIA
2106
Arbor Investment Advisors
North Carolina
$12.3M -$1.05M -6,053 -9%
OBGC
2107
O'Brien Greene & Co
Pennsylvania
$12.3M -$212K -1,218 -2%
NIC
2108
Northwest Investment Counselors
Oregon
$12.3M -$1.42M -8,134 -11%
BCPWM
2109
Bradley & Co Private Wealth Management
Florida
$12.3M -$850K -4,880 -7%
OCM
2110
Once Capital Management
New York
$12.3M
PI
2111
Parkside Investments
Illinois
$12.3M -$584K -3,351 -5%
KIG
2112
Kennedy Investment Group
New Jersey
$12.3M +$362K +2,080 +3%
DG
2113
DMC Group
Alabama
$12.3M -$1.87M -10,743 -15%
CFP
2114
Catalyst Financial Partners
Massachusetts
$12.3M +$929K +5,334 +9%
KP
2115
Keel Point
Alabama
$12.3M +$43.2K +248 +0.4%
BEC
2116
Blue Edge Capital
Virginia
$12.3M +$99.3K +570 +0.9%
PFSC
2117
Peoples Financial Services Corp
Pennsylvania
$12.3M -$259K -1,486 -2%
WOSD
2118
WFA of San Diego
California
$12.2M -$1.35M -7,723 -11%
OL
2119
Optas LLC
Texas
$12.2M -$479K -2,749 -4%
NL
2120
NVWM LLC
Pennsylvania
$12.2M -$561K -3,217 -5%
OW
2121
Olistico Wealth
Oklahoma
$12.2M -$424K -2,432 -4%
OCM
2122
Orion Capital Management
California
$12.1M -$887K -5,089 -8%
HFM
2123
Hartford Financial Management
Connecticut
$12.1M -$169K -972 -2%
WA1
2124
Wimmer Associates 1
California
$12.1M -$2.44K -14 -0%
HWM
2125
Horizon Wealth Management
Illinois
$12.1M +$64K +367 +0.6%