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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1201
Journey Advisory Group
Kentucky
$2.07M
EM
1202
ELCO Management
New York
$2.07M -$36.1K -312 -2%
EGM
1203
Engineers Gate Manager
New York
$2.06M -$1M -8,669 -32%
MTC
1204
McDaniel Terry & Co
Texas
$2.06M +$1.16K +10 +0.1%
GWM
1205
GSB Wealth Management
Connecticut
$2.06M +$4.74K +41 +0.2%
MWM
1206
MFG Wealth Management
Indiana
$2.05M +$2.1M +18,165 New
FRA
1207
Frank Rimerman Advisors
California
$2.05M +$259K +2,239 +14%
TNB
1208
Thomasville National Bank
Georgia
$2.04M -$40.4K -350 -2%
LSA
1209
L & S Advisors
California
$2.04M -$9.36K -81 -0.4%
IIM
1210
Ipswich Investment Management
Massachusetts
$2.04M
SFI
1211
SPC Financial Inc
Maryland
$2.04M +$58.9K +510 +3%
LWL
1212
Leo Wealth LLC
Texas
$2.03M -$46.7K -404 -2%
FA
1213
Fiduciary Alliance
South Carolina
$2.03M +$1.23M +10,632 +146%
Kayne Anderson Rudnick Investment Management
1214
Kayne Anderson Rudnick Investment Management
California
$2.03M -$239K -2,065 -10%
Dodge & Cox
1215
Dodge & Cox
California
$2.02M
LSAG
1216
Lake Street Advisors Group
New Hampshire
$2.02M +$108K +936 +6%
OPW
1217
Oxler Private Wealth
New York
$2.01M -$16.4K -142 -0.8%
CI
1218
Cigna Investments
Connecticut
$1.99M -$23.3K -202 -1%
SHFA
1219
SS&H Financial Advisors
Michigan
$1.99M -$5.78K -50 -0.3%
PCS
1220
Personal CFO Solutions
New Jersey
$1.98M -$16.8K -145 -0.8%
IWM
1221
Iams Wealth Management
Nebraska
$1.97M +$109K +942 +6%
LPT
1222
Legacy Private Trust
Wisconsin
$1.96M -$3.7K -32 -0.2%
MLA
1223
MB, Levis & Associates
Pennsylvania
$1.96M -$7.51K -65 -0.4%
OAM
1224
Ostrum Asset Management
France
$1.95M -$666K -5,759 -25%
MFA
1225
Mayflower Financial Advisors
Massachusetts
$1.95M -$462 -4 -0%