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Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
2426
First Business Financial Services
Wisconsin
$9.98M -$477K -2,586 -5%
CCFP
2427
Charles Carroll Financial Partners
Massachusetts
$9.98M -$533K -2,886 -5%
CPSC
2428
Carl P. Sherr & Co
Massachusetts
$9.97M -$478K -2,590 -5%
HBW
2429
Hazlett, Burt & Watson
West Virginia
$9.97M +$136K +734 +1%
OWMIAS
2430
One Wealth Management Investment & Advisory Services
Florida
$9.95M +$9.55M +51,702 New
BHA
2431
Beech Hill Advisors
New York
$9.95M -$546K -2,955 -5%
CIAS
2432
CFS Investment Advisory Services
New Jersey
$9.94M +$409K +2,216 +4%
CC
2433
Cornerstone Capital
California
$9.94M -$167K -905 -2%
RAM
2434
Riggs Asset Management
Pennsylvania
$9.92M +$153K +830 +2%
GAG
2435
Goodman Advisory Group
Massachusetts
$9.92M +$2.48M +13,437 +35%
MA
2436
Modus Advisors
Minnesota
$9.91M +$147K +796 +2%
MAM
2437
McLean Asset Management
Virginia
$9.91M -$564K -3,052 -5%
CPC
2438
Congress Park Capital
New York
$9.91M -$489K -2,646 -5%
TCG
2439
Transcendent Capital Group
Oklahoma
$9.9M +$9.5M +51,441 New
MIC
2440
Meridian Investment Counsel
California
$9.9M -$785K -4,252 -8%
PFM
2441
Peak Financial Management
Massachusetts
$9.89M -$151K -817 -2%
MFGM
2442
Marshall Financial Group (Maryland)
Maryland
$9.86M +$21.4K +116 +0.2%
PCIG
2443
Partners Capital Investment Group
Massachusetts
$9.86M -$3.25M -17,623 -26%
GA
2444
Gateway Advisory
New Jersey
$9.84M -$351K -1,900 -4%
BLC
2445
Brown, Lisle/Cummings
Rhode Island
$9.83M +$1.92M +10,405 +26%
W
2446
Wealthquest
Ohio
$9.83M +$164K +887 +2%
ALAM
2447
Asahi Life Asset Management
Japan
$9.81M -$7.56M -40,957 -45%
SMWM
2448
Silvia McColl Wealth Management
California
$9.8M +$1M +5,440 +12%
WAOTB
2449
Wealth Advisors of Tampa Bay
Florida
$9.8M -$9.22M -49,911 -50%
NLP
2450
Next Level Private
New York
$9.79M +$4.62K +25 +0%