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Name Holding Trade Value Shares
Change
Change in
Stake
TI
3801
Truepoint Inc
Ohio
$1.78M +$452K +2,083 +29%
CIM
3802
Caldwell Investment Management
Ontario, Canada
$1.78M -$586K -2,700 -23%
AI
3803
AXS Investments
New York
$1.78M +$2.39K +11 +0.1%
MHIC
3804
Marble Harbor Investment Counsel
Massachusetts
$1.78M -$21.7K -100 -1%
CMS
3805
Capital Market Strategies
Florida
$1.78M -$293K -1,352 -13%
RIM
3806
Rockbridge Investment Management
New York
$1.78M -$77.5K -357 -4%
WAM
3807
Wakefield Asset Management
Colorado
$1.78M +$2.03M +9,334 New
RFA
3808
Register Financial Advisors
Georgia
$1.77M +$12.8K +59 +0.6%
PCS
3809
Private Client Services
Kentucky
$1.77M +$30.2K +139 +2%
RWA
3810
Rooted Wealth Advisors
Illinois
$1.77M +$140K +646 +7%
CHA
3811
Cooper/Haims Advisors
New York
$1.77M -$386K -1,780 -16%
WTFG
3812
Wells Trecaso Financial Group
Ohio
$1.77M -$1.08K -5 -0.1%
AP
3813
Atwood & Palmer
Missouri
$1.76M +$418K +1,924 +26%
SCA
3814
Sulzberger Capital Advisors
Florida
$1.76M -$998K -4,600 -33%
CG
3815
Corundum Group
Colorado
$1.76M -$682K -3,141 -25%
CFO
3816
Colony Family Offices
North Carolina
$1.76M -$181K -835 -8%
MKC
3817
M. Kraus & Co
Vermont
$1.75M -$1.08K -5 -0.1%
FFO
3818
Fortitude Family Office
Arizona
$1.75M -$898K -4,139 -31%
KWA
3819
Kellett Wealth Advisors
Ohio
$1.75M +$379K +1,746 +23%
SCA
3820
St. Clair Advisors
Ohio
$1.75M -$3.25K -15 -0.2%
ACM
3821
Anfield Capital Management
California
$1.75M +$1.42M +6,538 +247%
GFPC
3822
Global Financial Private Client
Florida
$1.75M +$478K +2,204 +32%
CRFG
3823
Columbia River Financial Group
Washington
$1.75M
FBFS
3824
First Business Financial Services
Wisconsin
$1.74M +$112K +515 +6%
CL
3825
CVFG LLC
Indiana
$1.74M +$11.9K +55 +0.6%