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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1026
Scholtz & Company
Connecticut
$3.75M -$729K -1,272 -15%
TVWM
1027
Tower View Wealth Management
Wisconsin
$3.75M -$36.7K -64 -0.9%
BCM
1028
Brookstone Capital Management
Illinois
$3.74M -$1.31M -2,277 -24%
BHCM
1029
Boulder Hill Capital Management
New York
$3.73M +$4.24M +7,400 New
CWM
1030
Concentric Wealth Management
California
$3.73M +$131K +228 +3%
LTAS
1031
Linden Thomas Advisory Services
North Carolina
$3.73M +$1.62M +2,828 +62%
BIM
1032
Baldwin Investment Management
Pennsylvania
$3.72M +$97.4K +170 +2%
SCM
1033
Shorepath Capital Management
Utah
$3.72M +$865K +1,509 +26%
WIA
1034
World Investment Advisors
California
$3.71M -$3.3M -5,749 -74%
VAS
1035
Vestmark Advisory Solutions
Massachusetts
$3.71M -$974K -1,699 -19%
WHG
1036
Westwood Holdings Group
Texas
$3.7M +$2.27M +3,967 +118%
MOS
1037
MGO One Seven
Ohio
$3.7M -$446K -778 -10%
SCM
1038
Silvant Capital Management
Georgia
$3.7M +$224K +391 +6%
BSW
1039
Buckingham Strategic Wealth
Missouri
$3.69M +$44.7K +78 +1%
PCM
1040
Penserra Capital Management
California
$3.67M -$611K -1,066 -13%
HBT
1041
Hills Bank & Trust
Iowa
$3.66M +$2.46M +4,300 +145%
MAM
1042
Mirabaud Asset Management
United Kingdom
$3.65M -$4.23M -7,384 -51%
FFB
1043
First Financial Bankshares
Texas
$3.62M +$1.49M +2,597 +57%
NIMI
1044
Natixis Investment Managers International
France
$3.62M -$2.2M -3,833 -35%
BCM
1045
Beck Capital Management
Texas
$3.61M +$1.97M +3,435 +92%
KIA
1046
Knollwood Investment Advisory
Maryland
$3.61M
CCT
1047
Chemung Canal Trust
New York
$3.57M -$3.82M -6,670 -49%
LSPW
1048
Lake Street Private Wealth
Illinois
$3.56M +$244K +425 +6%
IW
1049
Imprint Wealth
South Carolina
$3.56M +$4.06M +7,083 New
HZ
1050
Hixon Zuercher
Ohio
$3.55M -$776K -1,353 -16%