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Name Holding Trade Value Shares
Change
Change in
Stake
Holistic Planning
2801
Holistic Planning
Texas
$6.56M +$465K +1,854 +7%
PIA
2802
Prakash Investment Advisors
Massachusetts
$6.56M +$62.8K +250 +0.9%
IFS
2803
Integrated Financial Solutions
Virginia
$6.52M +$115K +460 +2%
IMT
2804
Investment Management Trust
Massachusetts
$6.51M +$52.7K +210 +0.8%
WA1
2805
Wimmer Associates 1
California
$6.51M +$72.3K +288 +1%
Oder Investment Management
2806
Oder Investment Management
California
$6.49M – – –
Consilium Wealth Advisory
2807
Consilium Wealth Advisory
Texas
$6.49M -$27.1K -108 -0.4%
Beacon Financial Advisory
2808
Beacon Financial Advisory
Ohio
$6.48M +$250K +995 +4%
Roberts, Glore & Co
2809
Roberts, Glore & Co
Illinois
$6.48M +$3.01K +12 +0%
Fourth Dimension Wealth
2810
Fourth Dimension Wealth
Ohio
$6.48M -$132K -526 -2%
Whalen Wealth Management
2811
Whalen Wealth Management
Nevada
$6.47M +$181K +723 +3%
Quad-Cities Investment Group
2812
Quad-Cities Investment Group
Iowa
$6.47M -$43.9K -175 -0.6%
Baker Tilly Wealth Management
2813
Baker Tilly Wealth Management
Wisconsin
$6.46M +$304K +1,210 +5%
KLCM Advisors
2814
KLCM Advisors
Wisconsin
$6.46M -$986K -3,929 -13%
Essex Investment Management
2815
Essex Investment Management
Massachusetts
$6.45M -$36.6K -146 -0.5%
Cary Street Partners Investment Advisory
2816
Cary Street Partners Investment Advisory
Virginia
$6.44M +$832K +3,314 +14%
Harber Asset Management
2817
Harber Asset Management
North Carolina
$6.43M +$1.52M +6,075 +29%
EFM
2818
Eley Financial Management
Vermont
$6.42M +$52.7K +210 +0.8%
CSI
2819
Cross Staff Investments
New York
$6.42M – – –
First Commonwealth Financial Corp
2820
First Commonwealth Financial Corp
Pennsylvania
$6.42M +$91.4K +364 +1%
Primoris Wealth Advisors
2821
Primoris Wealth Advisors
Florida
$6.4M +$1.05M +4,175 +18%
Radnor Capital Management
2822
Radnor Capital Management
Pennsylvania
$6.4M +$136K +541 +2%
GHP Investment Advisors
2823
GHP Investment Advisors
Colorado
$6.4M +$384K +1,529 +6%
Alchemi Wealth
2824
Alchemi Wealth
Connecticut
$6.39M +$130K +518 +2%
Brown Financial Advisors
2825
Brown Financial Advisors
Ohio
$6.39M -$917K -3,655 -12%