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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1951
Vicus Capital
Pennsylvania
$582K -$93.9K -194 -16%
AGWCA
1952
Annis Gardner Whiting Capital Advisors
Florida
$581K +$35.8K +74 +8%
PHIC
1953
Pine Haven Investment Counsel
Massachusetts
$581K -$24.2K -50 -5%
CHP
1954
Cable Hill Partners
Oregon
$579K +$505K +1,043 New
PFG
1955
PAX Financial Group
Texas
$578K +$9.68K +20 +2%
DPIM
1956
Duff & Phelps Investment Management
Illinois
$577K -$2.04M -4,208 -80%
RMDI
1957
R.M. Davis Inc
Maine
$576K +$968 +2 +0.2%
EFG
1958
Ethos Financial Group
Pennsylvania
$576K +$210K +433 +78%
BFIC
1959
Bedell Frazier Investment Counselling
California
$576K +$3.39K +7 +0.7%
NIP
1960
Nicholas Investment Partners
California
$571K -$107K -222 -18%
RMCM
1961
Reynders McVeigh Capital Management
Massachusetts
$571K +$32.9K +68 +7%
AFG
1962
Allegheny Financial Group
Pennsylvania
$570K
MPPLM
1963
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$570K +$32.9K +68 +7%
GCP
1964
GSA Capital Partners
United Kingdom
$569K +$190K +392 +62%
CP
1965
Castleview Partners
Texas
$568K -$18.4K -38 -4%
CAC
1966
Certified Advisory Corp
Florida
$568K +$968 +2 +0.2%
TIM
1967
Tevis Investment Management
Texas
$566K -$31.5K -65 -6%
HIM
1968
Harbour Investment Management
Washington
$566K
CWP
1969
Curated Wealth Partners
California
$566K +$493K +1,019 New
MCWA
1970
Meadow Creek Wealth Advisors
Georgia
$564K -$42.6K -88 -8%
GIM
1971
Groesbeck Investment Management
New Jersey
$562K
CA
1972
Claro Advisors
Massachusetts
$562K -$18.9K -39 -4%
LWMG
1973
Levy Wealth Management Group
Pennsylvania
$561K
WA
1974
Wealth Architects
California
$561K -$968 -2 -0.2%
HP
1975
Highlander Partners
Texas
$556K