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Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
901
Barnes Dennig Private Wealth Management
Ohio
$4.01M -$293K -925 -7%
EWM
902
Empirical Wealth Management
Washington
$4.01M +$79.9K +252 +2%
EF
903
Exeter Financial
Arizona
$4.01M +$136K +428 +4%
CIA
904
Cohen Investment Advisors
New Hampshire
$4M +$60.9K +192 +2%
SLG
905
Stanley-Laman Group
Pennsylvania
$3.99M +$144K +455 +4%
GIC
906
Generali Investments CEE
Czech Republic
$3.99M +$86.6K +273 +2%
OPCM
907
Osborne Partners Capital Management
California
$3.96M
CC
908
Chicago Capital
Illinois
$3.94M +$4.44K +14 +0.1%
IA
909
IFP Advisors
Florida
$3.92M +$1.22M +3,861 +48%
Kayne Anderson Rudnick Investment Management
910
Kayne Anderson Rudnick Investment Management
California
$3.92M -$155K -490 -4%
GCM
911
GKV Capital Management
California
$3.92M +$388K +1,224 +11%
EG
912
Ellerson Group
Maryland
$3.91M -$68.5K -216 -2%
CWA
913
Clarity Wealth Advisors
California
$3.91M +$3.79M +11,937 New
PT
914
Plimoth Trust
Massachusetts
$3.91M +$77.4K +244 +2%
Koshinski Asset Management
915
Koshinski Asset Management
Illinois
$3.89M -$41.9K -132 -1%
RFG
916
Range Financial Group
Oregon
$3.88M +$159K +501 +4%
GS
917
GTS Securities
Florida
$3.86M -$579K -1,824 -13%
LFS
918
Leibman Financial Services
Nebraska
$3.86M +$206K +649 +6%
WANY
919
Wealthspire Advisors (New York)
New York
$3.85M +$1.32M +4,158 +55%
SFS
920
Sowell Financial Services
Arkansas
$3.83M -$1.27K -4 -0%
WCAMG
921
Woodard & Company Asset Management Group
North Carolina
$3.83M +$366K +1,154 +11%
CHC
922
City Holding Co
West Virginia
$3.82M +$105K +330 +3%
IFWM
923
Institute for Wealth Management
Colorado
$3.82M +$17.4K +55 +0.5%
SIM
924
Studio Investment Management
Illinois
$3.8M -$2.54K -8 -0.1%
OA
925
Oxbow Advisors
Texas
$3.8M +$88.8K +280 +2%