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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1626
Capital Planning
Washington
$886K
VCM
1627
Vivaldi Capital Management
Illinois
$885K +$21K +198 +2%
CCA
1628
Cobblestone Capital Advisors
New York
$882K
HCMT
1629
Highland Capital Management (Tennessee)
Tennessee
$882K
CPSAC
1630
Chas P. Smith & Associates (CPS)
Florida
$882K -$3.71K -35 -0.4%
GCIM
1631
Gunn & Company Investment Management
Florida
$882K +$900K +8,488 New
FP
1632
Financial Perspectives
Minnesota
$880K
FIM
1633
Freedom Investment Management
Connecticut
$878K +$14.4K +136 +2%
EIA
1634
Eldridge Investment Advisors
New Hampshire
$878K +$24.5K +231 +3%
TPW
1635
Transatlantique Private Wealth
New York
$878K +$291K +2,741 +48%
SAM
1636
Simplify Asset Management
Nevada
$875K -$5.09K -48 -0.6%
KCM
1637
KRS Capital Management
Michigan
$875K -$2.23K -21 -0.2%
OC
1638
Oakworth Capital
Alabama
$875K +$47.6K +449 +6%
Wolverine Trading
1639
Wolverine Trading
Illinois
$875K +$892K +8,416 New
EI
1640
Ellevest Inc
New York
$873K -$38.1K -359 -4%
SP
1641
Symmetry Partners
Connecticut
$872K -$86K -811 -9%
HI
1642
Hendershot Investments
Virginia
$871K
W
1643
Wealthquest
Ohio
$871K +$106 +1 +0%
BOPW
1644
Brandywine Oak Private Wealth
Pennsylvania
$870K
SIM
1645
Sentry Investment Management
Wisconsin
$869K -$182K -1,713 -17%
SWM
1646
Sendero Wealth Management
Texas
$868K +$21.7K +205 +3%
AOI
1647
Auto-Owners Insurance
Michigan
$868K
PBF
1648
Petix & Botte Financial
California
$863K +$441K +4,155 +100%
GIM
1649
Groesbeck Investment Management
New Jersey
$860K -$12.8K -121 -1%
OFG
1650
Oxford Financial Group
Indiana
$859K +$192K +1,808 +28%