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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1426
Plante Moran Financial Advisors
Michigan
$1.25M +$7.66K +74 +0.7%
HC
1427
Hamilton Capital
Ohio
$1.25M +$180K +1,736 +18%
PAMG
1428
Patton Albertson Miller Group
Tennessee
$1.25M +$828 +8 +0.1%
TA
1429
Tiedemann Advisors
New York
$1.25M +$85.8K +829 +8%
LCM
1430
Leisure Capital Management
California
$1.25M -$118K -1,144 -9%
OBGC
1431
O'Brien Greene & Co
Pennsylvania
$1.25M -$2.39M -23,109 -67%
GWA
1432
GGM Wealth Advisors
Maryland
$1.24M +$207 +2 +0%
AIM
1433
Arcadia Investment Management
Michigan
$1.24M -$341K -3,294 -23%
CWM
1434
Catalyst Wealth Management
Georgia
$1.23M +$1.16M +11,236 New
CS
1435
Crescent Sterling
Louisiana
$1.23M +$1.16M +11,235 New
SFS
1436
Summit Financial Strategies
Ohio
$1.23M -$52.1K -503 -4%
EBWM
1437
Eagle Bluffs Wealth Management
Missouri
$1.23M -$9.01K -87 -0.8%
GCMG
1438
Gyroscope Capital Management Group
Florida
$1.23M +$398K +3,847 +53%
BHPW
1439
Beverly Hills Private Wealth
California
$1.22M +$1.15M +11,106 New
NW
1440
Naviter Wealth
Arkansas
$1.22M -$33.3K -322 -3%
PTC
1441
Provident Trust Company
Wisconsin
$1.22M
AIM
1442
Athena Investment Management
California
$1.21M
RLWM
1443
RF&L Wealth Management
Massachusetts
$1.21M +$1.14M +11,035 New
BWP
1444
BSW Wealth Partners
Colorado
$1.2M -$196K -1,889 -15%
BCM
1445
Becker Capital Management
Oregon
$1.2M +$15.6K +151 +1%
CWP
1446
CFM Wealth Partners
Texas
$1.2M +$7.77K +75 +0.7%
SAM
1447
Simplify Asset Management
Nevada
$1.2M +$90.6K +875 +9%
MWA
1448
Moser Wealth Advisors
Washington
$1.2M -$17.4K -168 -2%
SIA
1449
Soltis Investment Advisors
Utah
$1.19M -$89.8K -867 -7%
IDBONY
1450
Israel Discount Bank of New York
New York
$1.19M -$76.1K -735 -6%