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Name Holding Trade Value Shares
Change 		Change in
Stake
GMA
2151
Glassy Mountain Advisors
Maryland
$16.1M +$35.9K +138 +0.2%
WDG
2152
Wealth Dimensions Group
Ohio
$16.1M +$183K +705 +1%
OIS
2153
Okabena Investment Services
Minnesota
$16M -$85.4K -328 -0.5%
KFA
2154
Kapstone Financial Advisors
Ohio
$16M -$5.26M -20,228 -24%
LTAS
2155
Linden Thomas Advisory Services
North Carolina
$16M -$4.17M -16,037 -20%
HCA
2156
Harbour Capital Advisors
Virginia
$16M +$23.7K +91 +0.2%
CWP
2157
Core Wealth Partners
California
$16M -$292K -1,121 -2%
AWP
2158
Accretive Wealth Partners
New Jersey
$16M +$431K +1,656 +3%
PCH
2159
PGIM Custom Harvest
New Jersey
$15.9M +$3.23M +12,395 +25%
PWA
2160
Physician Wealth Advisors
Utah
$15.9M +$88.5K +340 +0.5%
LIA
2161
LBMC Investment Advisors
Tennessee
$15.9M -$315K -1,209 -2%
GU
2162
Georgetown University
District of Columbia
$15.9M +$15.4K +59 +0.1%
MC
2163
Muhlenkamp & Co
Pennsylvania
$15.9M -$73.4K -282 -0.4%
GWAG
2164
Garrett Wealth Advisory Group
Texas
$15.9M +$2.48M +9,543 +18%
BBWA
2165
Bell & Brown Wealth Advisors
California
$15.9M +$77.8K +299 +0.5%
HA
2166
Hamel Associates
New Jersey
$15.9M -$563K -2,164 -3%
DIM
2167
DLK Investment Management
California
$15.9M -$166K -636 -1%
FPH
2168
Financial Planning Hawaii
Hawaii
$15.9M -$406K -1,560 -2%
FBT
2169
First Bank & Trust
South Dakota
$15.9M +$2.06M +7,912 +14%
SDAM
2170
Shulman DeMeo Asset Management
New York
$15.9M -$122K -470 -0.7%
DAM
2171
Doheny Asset Management
California
$15.8M -$1.18M -4,530 -7%
WFAG
2172
Wescott Financial Advisory Group
Pennsylvania
$15.8M +$814K +3,127 +5%
TCPG
2173
Trivant Custom Portfolio Group
California
$15.8M -$83.8K -322 -0.5%
BWG
2174
Balanced Wealth Group
Ohio
$15.8M -$2.08K -8 -0%
BHBT
2175
Burke & Herbert Bank & Trust
Virginia
$15.8M -$126K -486 -0.8%
85 86
87
88 89