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Name Holding Trade Value Shares
Change
Change in
Stake
Georgetown University
1676
Georgetown University
District of Columbia
$19M – – –
YLHM
1677
Yelin Lapidot Holdings Management
Israel
$19M – – –
Apella Capital
1678
Apella Capital
Connecticut
$19M +$136K +540 +0.7%
WPA
1679
Wealth Preservation Advisors
Tennessee
$19M +$1.8M +7,158 +10%
Cassaday & Co Wealth Management
1680
Cassaday & Co Wealth Management
Virginia
$18.9M +$46.2K +184 +0.2%
LPCM
1681
Lynwood Price Capital Management
Texas
$18.9M -$2.02M -8,055 -9%
Parcion Private Wealth
1682
Parcion Private Wealth
Washington
$18.9M +$1.45M +5,787 +8%
Winch Advisory Services
1683
Winch Advisory Services
Wisconsin
$18.9M -$441K -1,757 -2%
RGC
1684
Rubicon Global Capital
United Kingdom
$18.8M – – –
Buckley Wealth Management
1685
Buckley Wealth Management
Nevada
$18.8M -$89.1K -355 -0.4%
LCS
1686
Luma Capital SA
$18.8M – – –
Cadinha & Co
1687
Cadinha & Co
Hawaii
$18.8M +$7.95M +31,660 +67%
SevenBridge Financial Group
1688
SevenBridge Financial Group
Pennsylvania
$18.7M +$63.8K +254 +0.4%
Gryphon Financial Partners
1689
Gryphon Financial Partners
Ohio
$18.7M +$1.37M +5,441 +7%
Baxter Bros Inc
1690
Baxter Bros Inc
Connecticut
$18.7M +$310K +1,235 +2%
Capital & Planning LLC
1691
Capital & Planning LLC
Georgia
$18.7M +$730K +2,908 +4%
Brian C. Broderick
1692
Brian C. Broderick
$18.7M +$606K +2,415 +3%
Elk River Wealth Management
1693
Elk River Wealth Management
Colorado
$18.6M -$1.63M -6,493 -8%
Brookwood Investment Group
1694
Brookwood Investment Group
Arizona
$18.6M +$1.96M +7,795 +11%
Bank of Nova Scotia Trust
1695
Bank of Nova Scotia Trust
Ontario, Canada
$18.6M -$383K -1,525 -2%
Stenger Family Office
1696
Stenger Family Office
Illinois
$18.6M +$319K +1,269 +2%
Timber Creek Capital Management
1697
Timber Creek Capital Management
Massachusetts
$18.6M -$230K -918 -1%
Enclave Advisors
1698
Enclave Advisors
Texas
$18.5M +$239K +953 +1%
Stanley-Laman Group
1699
Stanley-Laman Group
Pennsylvania
$18.5M -$288K -1,148 -1%
Blue Trust Inc
1700
Blue Trust Inc
Georgia
$18.5M +$897K +3,573 +5%