Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1626
Summit Financial Strategies
Ohio
$890K -$2.54K -24 -0.3%
CP
1627
Capital Planning
Washington
$886K – – –
VCM
1628
Vivaldi Capital Management
Illinois
$885K +$21K +198 +2%
CCA
1629
Cobblestone Capital Advisors
New York
$882K – – –
HCMT
1630
Highland Capital Management (Tennessee)
Tennessee
$882K – – –
CPSAC
1631
Chas P. Smith & Associates (CPS)
Florida
$882K -$3.71K -35 -0.4%
GCIM
1632
Gunn & Company Investment Management
Florida
$882K +$900K +8,488 New
FP
1633
Financial Perspectives
Minnesota
$880K – – –
FIM
1634
Freedom Investment Management
Connecticut
$878K +$14.4K +136 +2%
EIA
1635
Eldridge Investment Advisors
New Hampshire
$878K +$24.5K +231 +3%
TPW
1636
Transatlantique Private Wealth
New York
$878K +$291K +2,741 +48%
SAM
1637
Simplify Asset Management
Nevada
$875K -$5.09K -48 -0.6%
KCM
1638
KRS Capital Management
Michigan
$875K -$2.23K -21 -0.2%
OC
1639
Oakworth Capital
Alabama
$875K +$47.6K +449 +6%
Wolverine Trading
1640
Wolverine Trading
Illinois
$875K +$892K +8,416 New
EI
1641
Ellevest Inc
New York
$873K -$38.1K -359 -4%
SP
1642
Symmetry Partners
Connecticut
$872K -$86K -811 -9%
HI
1643
Hendershot Investments
Virginia
$871K – – –
W
1644
Wealthquest
Ohio
$871K +$106 +1 +0%
BOPW
1645
Brandywine Oak Private Wealth
Pennsylvania
$870K – – –
SIM
1646
Sentry Investment Management
Wisconsin
$869K -$182K -1,713 -17%
SWM
1647
Sendero Wealth Management
Texas
$868K +$21.7K +205 +3%
AOI
1648
Auto-Owners Insurance
Michigan
$868K – – –
PBF
1649
Petix & Botte Financial
California
$863K +$441K +4,155 +100%
GIM
1650
Groesbeck Investment Management
New Jersey
$860K -$12.8K -121 -1%