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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1201
Midland Wealth Advisors
Illinois
$2M +$1.81M +18,137 New
CCG
1202
Ceeto Capital Group
Florida
$1.99M +$20K +200 +1%
NPP
1203
New Potomac Partners
Maryland
$1.99M -$21.3K -213 -1%
LSA
1204
L & S Advisors
California
$1.99M
AP
1205
Appleton Partners
Massachusetts
$1.98M -$52.3K -523 -3%
FCP
1206
Fidelis Capital Partners
Florida
$1.98M +$338K +3,382 +23%
VWM
1207
Venturi Wealth Management
Texas
$1.98M -$183K -1,835 -9%
GIA
1208
Gladstone Institutional Advisory
Florida
$1.97M +$277K +2,769 +18%
LPT
1209
Legacy Private Trust
Wisconsin
$1.97M -$280K -2,805 -14%
BWM
1210
BKM Wealth Management
Wisconsin
$1.97M +$1.78M +17,858 New
Dodge & Cox
1211
Dodge & Cox
California
$1.97M
BFC
1212
Blue Fin Capital
Rhode Island
$1.96M -$53.4K -534 -3%
CFFP
1213
Center for Financial Planning
Michigan
$1.96M
FFWA
1214
FRG Family Wealth Advisors
Washington
$1.96M -$91.1K -912 -5%
WWM
1215
Wolff Wiese Magana
California
$1.94M -$61.6K -617 -3%
PFA
1216
Pure Financial Advisors
California
$1.94M +$58.2K +582 +3%
WIC
1217
Woodmont Investment Counsel
Tennessee
$1.94M +$45.3K +453 +3%
CAS
1218
Coppell Advisory Solutions
Texas
$1.93M +$530K +5,306 +43%
CAG
1219
Csenge Advisory Group
Florida
$1.93M +$192K +1,918 +12%
CT
1220
Coastline Trust
Rhode Island
$1.93M -$211K -2,116 -11%
GI
1221
GAMMA Investing
California
$1.92M +$1.69M +16,935 New
IIM
1222
INTECH Investment Management
Florida
$1.92M +$30.9K +309 +2%
SC
1223
Searle & Co
Connecticut
$1.92M +$50K +500 +3%
AIA
1224
AIMZ Investment Advisors
California
$1.91M -$19.8K -198 -1%
FUBT
1225
First United Bank & Trust
Maryland
$1.9M -$54.1K -541 -3%