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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
1351
Beacon Investment Advisory Services
New Jersey
$1.95M -$98.4K -746 -5%
AIM
1352
Avity Investment Management
Connecticut
$1.94M -$125K -947 -6%
HFO
1353
Heritage Family Offices
Arizona
$1.94M +$396 +3 +0%
MFGM
1354
Marshall Financial Group (Maryland)
Maryland
$1.93M +$1.91M +14,464 New
CVM
1355
Cheviot Value Management
California
$1.93M +$9.1K +69 +0.5%
PAM
1356
Peak Asset Management
Colorado
$1.93M
PIP
1357
Peachtree Investment Partners
Florida
$1.93M +$10.5K +80 +0.6%
WI
1358
WrapManager Inc
California
$1.92M -$189K -1,434 -9%
AP
1359
Appleton Partners
Massachusetts
$1.92M -$45.8K -347 -2%
BHPW
1360
Beverly Hills Private Wealth
California
$1.91M -$79.1K -600 -4%
OWP
1361
Obermeyer Wealth Partners
Colorado
$1.91M +$22.2K +168 +1%
NHC
1362
Nicholas Hoffman & Company
Georgia
$1.91M +$336K +2,546 +22%
ICP
1363
Ironvine Capital Partners
Nebraska
$1.91M
XWM
1364
Xcel Wealth Management
Florida
$1.91M -$273K -2,067 -13%
CST
1365
Charles Schwab Trust
Nevada
$1.91M +$10.4K +79 +0.6%
LJAC
1366
L.J. Altfest & Co
New York
$1.9M +$684K +5,188 +59%
IIM
1367
Ipswich Investment Management
Massachusetts
$1.9M -$276K -2,090 -13%
OHWA
1368
Oak Hill Wealth Advisors
Virginia
$1.9M -$19.9K -151 -1%
BFA
1369
Brown Financial Advisors
Ohio
$1.9M +$25.4K +193 +1%
SACTSONJ
1370
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.89M
CAS
1371
Coppell Advisory Solutions
Texas
$1.89M -$189K -1,437 -9%
PHIMC
1372
Private Harbour Investment Management & Counsel
Ohio
$1.89M -$29.5K -224 -2%
SF
1373
Symphony Financial
Texas
$1.88M +$1.85M +14,004 New
GCM
1374
Glynn Capital Management
California
$1.88M -$105K -800 -5%
LRIC
1375
Long Road Investment Counsel
Michigan
$1.88M -$34.9K -265 -2%