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Name Holding Trade Value Shares
Change
Change in
Stake
RG
1476
Renaissance Group
Kentucky
$11.1M -$273K -1,640 -2%
HIM
1477
Hotaling Investment Management
Pennsylvania
$11M +$33.2K +200 +0.3%
CF
1478
Centaurus Financial
California
$11M +$618K +3,720 +6%
ECM
1479
EagleClaw Capital Management
Massachusetts
$11M -$1.24M -7,460 -10%
3CP
1480
3G Capital Partners
New York
$11M
WCM
1481
Wisconsin Capital Management
Wisconsin
$11M -$499K -3,000 -4%
DWT
1482
Dorsey & Whitney Trust
South Dakota
$11M +$293K +1,760 +3%
PPW
1483
Parcion Private Wealth
Washington
$11M +$2.88M +17,300 +37%
DA
1484
Dash Acquisitions
California
$11M +$5.47M +32,940 +107%
ARC
1485
Advisor Resource Council
Texas
$10.9M +$10.6M +63,620 New
CFD
1486
Creative Financial Designs
Indiana
$10.9M +$26.6K +160 +0.3%
JIP
1487
Jaffetilchin Investment Partners
Florida
$10.9M +$489K +2,940 +5%
HWA
1488
Heritage Wealth Advisors
Virginia
$10.9M -$2.73M -16,420 -21%
MBTD
1489
Mechanics Bank - Trust Department
California
$10.9M -$113K -680 -1%
TWM
1490
TLW Wealth Management
Florida
$10.9M +$76.5K +460 +0.7%
ZAM
1491
Zevin Asset Management
Massachusetts
$10.9M -$2.09M -12,600 -17%
SIM
1492
Spark Investment Management
New York
$10.9M
IA
1493
Insight Advisors
Pennsylvania
$10.9M +$472K +2,840 +5%
SWIG
1494
Strategic Wealth Investment Group
Kentucky
$10.8M +$2.56M +15,380 +32%
GSWM
1495
Golden State Wealth Management
California
$10.8M +$731K +4,400 +8%
UF
1496
Univest Financial
Pennsylvania
$10.8M -$9.97K -60 -0.1%
NF
1497
Nikulski Financial
Iowa
$10.8M -$648K -3,900 -6%
HWM
1498
HFR Wealth Management
New York
$10.8M +$10.4M +62,580 New
AGP
1499
Akaris Global Partners
New York
$10.8M +$1.87M +11,280 +22%
PHK
1500
Point72 Hong Kong
Hong Kong
$10.7M +$3.16M +19,020 +44%