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Name Holding Trade Value Shares
Change
Change in
Stake
ICP
2801
Interchange Capital Partners
Pennsylvania
$1.38M +$1.35M +8,460 New
WQ
2802
Wealth Quarterback
New Jersey
$1.37M -$2.43M -15,240 -64%
BDWCC
2803
B&D White Capital Company
Texas
$1.37M +$35.1K +220 New
UWM
2804
Urban Wealth Management
California
$1.37M +$1.35M +8,440 New
BFS
2805
Bickling Financial Services
Massachusetts
$1.37M +$1.34M +8,420 New
SWM
2806
Sugarloaf Wealth Management
Georgia
$1.37M +$73.4K +460 +6%
PP
2807
Pegasus Partners
Wisconsin
$1.37M +$131K +820 +11%
FSA
2808
Financial Sense Advisors
California
$1.37M +$220K +1,380 +20%
LSA
2809
Lion Street Advisors
Texas
$1.37M -$2.14M -13,400 -60%
PWS
2810
Private Wealth Strategies
Ohio
$1.36M +$79.8K +500 +6%
CCM
2811
Cribstone Capital Management
Maine
$1.36M +$957K +6,000 +252%
Select Equity Group
2812
Select Equity Group
New York
$1.36M +$1.01M +6,320 +307%
BCP
2813
Berkeley Capital Partners
Georgia
$1.36M -$28.7K -180 -2%
CMP
2814
Courage Miller Partners
Virginia
$1.35M
ITIM
2815
Indiana Trust & Investment Management
Indiana
$1.35M +$109K +680 +9%
DA
2816
Detalus Advisors
Missouri
$1.35M +$16K +100 +1%
TPW
2817
Tiller Private Wealth
Pennsylvania
$1.35M +$191K +1,200 +17%
GWM
2818
Gray Wealth Management
Maine
$1.35M +$92.6K +580 +8%
FRA
2819
Frank Rimerman Advisors
California
$1.35M +$1.32M +8,260 New
MAM
2820
McCarthy Asset Management
California
$1.34M +$1.32M +8,260 New
AWG
2821
Altus Wealth Group
Colorado
$1.34M +$1.31M +8,240 New
TCOO
2822
Trust Company of Oklahoma
Oklahoma
$1.34M +$19.1K +120 +1%
RIM
2823
Rockbridge Investment Management
New York
$1.33M -$98.9K -620 -7%
RWMH
2824
Riverpoint Wealth Management Holdings
Illinois
$1.33M -$6.38K -40 -0.5%
VSWA
2825
Vontobel Swiss Wealth Advisors
Switzerland
$1.33M +$12.8K +80 +1%