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Name Holding Trade Value Shares
Change
Change in
Stake
LHC
1451
Little House Capital
Massachusetts
$1.17M -$843K -2,840 -39%
CFCI
1452
Comprehensive Financial Consultants Institutional
Indiana
$1.16M -$26.4K -89 -2%
GWMR
1453
GC Wealth Management RIA
Massachusetts
$1.16M +$65.3K +220 +5%
DSC
1454
Duncker Streett & Co
Missouri
$1.16M -$18.4K -62 -1%
HIG
1455
Heritage Investment Group
Florida
$1.16M
Grantham, Mayo, Van Otterloo & Co (GMO)
1456
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16M +$275K +928 +26%
PPWP
1457
Premier Path Wealth Partners
New Jersey
$1.16M -$13.9K -47 -1%
AL
1458
Aspiriant LLC
California
$1.16M -$1.78K -6 -0.1%
RWP
1459
Ridgecrest Wealth Partners
California
$1.15M +$70.9K +239 +6%
BFA
1460
Beaumont Financial Advisors
Massachusetts
$1.15M +$48.7K +164 +4%
SWM
1461
Silverlake Wealth Management
Vermont
$1.15M -$147K -495 -10%
AWM
1462
Aberdeen Wealth Management
Illinois
$1.15M -$22.8K -77 -2%
LIA
1463
LS Investment Advisors
Michigan
$1.14M +$196K +660 +18%
TAM
1464
Townsend Asset Management
North Carolina
$1.14M +$643K +2,166 +98%
PFGIA
1465
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M +$19.9K +67 +2%
SA
1466
Sovran Advisors
California
$1.14M +$1.27M +4,273 New
VH
1467
Visionary Horizons
Tennessee
$1.14M +$30.3K +102 +2%
V
1468
VeraBank
Texas
$1.14M -$119K -400 -8%
RIA
1469
Richwood Investment Advisors
Ohio
$1.13M +$61.1K +206 +5%
JWM
1470
Jackson Wealth Management
Florida
$1.13M -$582K -1,960 -31%
DWM
1471
Dynasty Wealth Management
Florida
$1.12M -$131K -442 -9%
WP
1472
Westmount Partners
California
$1.12M +$4.45K +15 +0.3%
RSWM
1473
Robertson Stephens Wealth Management
California
$1.12M -$106K -358 -8%
SMH
1474
Sanders Morris Harris
Texas
$1.12M
OWP
1475
Obermeyer Wealth Partners
Colorado
$1.12M +$16.9K +57 +1%