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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
2301
Chilton Investment Company
Connecticut
$1.63M +$309K +5,936 +26%
CWM
2302
Connecticut Wealth Management
Connecticut
$1.62M -$7.08K -136 -0.5%
MC
2303
Matisse Capital
Oregon
$1.62M
AC
2304
Addison Capital
Pennsylvania
$1.62M +$39.6K +760 +3%
LIA
2305
LBMC Investment Advisors
Tennessee
$1.61M +$1.46K +28 +0.1%
MGAM
2306
McGowan Group Asset Management
Texas
$1.6M +$2.29K +44 +0.2%
IWP
2307
Icon Wealth Partners
Texas
$1.6M +$202K +3,876 +16%
MWPCG
2308
Measured Wealth Private Client Group
New Hampshire
$1.59M -$41.5K -796 -3%
LFA
2309
Landmark Financial Advisors
Kentucky
$1.59M -$66.2K -1,272 -4%
CAL
2310
Capital Advisors Ltd
Ohio
$1.58M +$154K +2,964 +12%
SRSA
2311
S.R. Schill & Associates
Washington
$1.58M -$28.5K -548 -2%
NEGWA
2312
New England Guild Wealth Advisors
Connecticut
$1.58M -$166K -3,180 -10%
LFR
2313
Lehman Financial Resources
Pennsylvania
$1.55M +$365K +7,000 +34%
BHTS
2314
Bar Harbor Trust Services
Maine
$1.55M
BW
2315
Biegel & Waller
Maryland
$1.55M +$299K +5,732 +26%
SDWMA
2316
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.55M +$335K +6,424 +30%
AWA
2317
Acorn Wealth Advisors
Michigan
$1.55M -$53.7K -1,032 -4%
BMC
2318
Beaton Management Company
Massachusetts
$1.54M +$25K +480 +2%
OBWP
2319
O'Brien Wealth Partners
Massachusetts
$1.54M +$1.42M +27,188 +21,926%
BJ
2320
Brouwer & Janachowski
California
$1.54M
GAM
2321
Gould Asset Management
California
$1.54M +$107K +2,064 +8%
FVCM
2322
F&V Capital Management
Florida
$1.51M -$138K -2,644 -9%
Alkeon Capital Management
2323
Alkeon Capital Management
New York
$1.51M -$1.25M -24,000 -47%
MFG
2324
Monte Financial Group
Connecticut
$1.51M +$60.8K +1,168 +5%
SAM
2325
Solaris Asset Management
New York
$1.5M -$54.2K -1,040 -4%