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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2426
Cordatus Wealth Management
Pennsylvania
$2.83M +$128K +1,992 +5%
CIM
2427
CIM Investment Management
Pennsylvania
$2.83M -$592K -9,204 -19%
EWM
2428
Elmwood Wealth Management
California
$2.83M +$373K +5,800 +18%
RICHC
2429
Renaissance Investment Consultants Holding Company
Pennsylvania
$2.83M +$2.5M +38,852 New
ME
2430
McIlrath & Eck
Washington
$2.83M +$131K +2,036 +6%
PTC
2431
Provident Trust Company
Wisconsin
$2.83M
WCM
2432
Washburn Capital Management
Florida
$2.82M +$2.47M +38,448 New
PG
2433
Proffitt & Goodson
Tennessee
$2.82M +$31.7K +492 +1%
LOIM
2434
Liberty One Investment Management
Illinois
$2.82M +$2.47M +38,380 New
CAG
2435
Csenge Advisory Group
Florida
$2.81M -$206K -3,208 -8%
NWM
2436
Northwest Wealth Management
Iowa
$2.81M -$842K -13,092 -26%
PV
2437
Private Vista
Illinois
$2.8M +$19.6K +304 +0.8%
FP
2438
Fiduciary Planning
Florida
$2.8M +$2.27M +35,220 New
CFG
2439
CMC Financial Group
Georgia
$2.79M -$468K -7,280 -16%
SHA
2440
Seneca House Advisors
Virginia
$2.79M -$221K -3,440 -8%
AAM
2441
Auxier Asset Management
Oregon
$2.79M -$6.43K -100 -0.3%
JFA
2442
JNBA Financial Advisors
Minnesota
$2.79M +$209K +3,256 +9%
PHAM
2443
Palisades Hudson Asset Management
Florida
$2.77M
WR
2444
Watson Rebecca
$2.77M +$2.43M +37,748 New
CAGAS
2445
Capital Advisory Group Advisory Services
Minnesota
$2.77M +$688K +10,688 +40%
GIM
2446
Groesbeck Investment Management
New Jersey
$2.76M -$103K -1,600 -4%
IDBONY
2447
Israel Discount Bank of New York
New York
$2.76M +$42.2K +656 +2%
MPCG
2448
Matrix Private Capital Group
New York
$2.76M +$2.42M +37,544 New
GFPC
2449
Global Financial Private Client
Florida
$2.75M +$2.41M +37,492 New
AP
2450
Americana Partners
Texas
$2.75M +$2.41M +37,444 New