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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
2926
Crescent Grove Advisors
Illinois
$4.63M -$9K -44 -0.2%
BEW
2927
Burton Enright Welch
California
$4.63M +$38.1K +186 +0.9%
FFG
2928
Fortem Financial Group
California
$4.62M +$312K +1,526 +8%
HCP
2929
Hexagon Capital Partners
Arkansas
$4.62M -$993K -4,853 -19%
BFO
2930
Biltmore Family Office
North Carolina
$4.62M +$3.27K +16 +0.1%
GPWM
2931
Grant Private Wealth Management
California
$4.62M +$4.31M +21,056 New
RA
2932
RiverPark Advisors
New York
$4.62M -$288K -1,409 -6%
GFA
2933
Gallagher Fiduciary Advisors
Illinois
$4.62M +$199K +973 +5%
VCM
2934
Vivaldi Capital Management
Illinois
$4.62M +$661K +3,230 +20%
PPP
2935
Private Portfolio Partners
New Jersey
$4.61M +$90K +440 +2%
LRIA
2936
Leonard Rickey Investment Advisors
Washington
$4.61M +$45.6K +223 +1%
HAG
2937
HF Advisory Group
Maryland
$4.6M +$118K +575 +3%
TDB
2938
Thompson David Blair
$4.6M +$4.29M +20,960 New
CTC
2939
Cetera Trust Company
Minnesota
$4.6M -$29.7K -145 -0.7%
WCM
2940
Weaver Capital Management
Georgia
$4.59M +$241K +1,176 +6%
RCM
2941
Regency Capital Management
Hawaii
$4.58M +$1.13M +5,506 +36%
MIM
2942
Marshall Investment Management
Colorado
$4.58M +$5.03M +24,577 New
FP
2943
Financial Perspectives
Minnesota
$4.57M +$49.3K +241 +1%
MTIC
2944
Missouri Trust & Investment Company
Missouri
$4.57M -$39.7K -194 -0.9%
EFG
2945
Elm3 Financial Group
Georgia
$4.56M +$4.26M +20,799 New
MFG
2946
MidWestOne Financial Group
Iowa
$4.56M -$114K -558 -3%
MG
2947
McHugh Group
Ohio
$4.56M +$4.25M +20,770 New
MIM
2948
Marco Investment Management
Georgia
$4.55M +$1.07M +5,214 +34%
LA
2949
Lindenwold Advisors
Pennsylvania
$4.55M -$96K -469 -2%
KF
2950
KKM Financial
Illinois
$4.54M +$311K +1,519 +8%