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Name Holding Trade Value Shares
Change
Change in
Stake
LHC
1751
Little House Capital
Massachusetts
$14.1M +$813K +4,109 +7%
API
1752
Asset Planning Inc
California
$14.1M -$44.5K -225 -0.3%
VCM
1753
Violich Capital Management
California
$14.1M -$1.36M -6,885 -10%
B
1754
Bensler
Washington
$14.1M +$98.7K +499 +0.8%
PSP
1755
Pacific Sage Partners
Washington
$14.1M -$223K -1,127 -2%
LSPW
1756
Lake Street Private Wealth
Illinois
$14M +$112K +564 +0.9%
TCWA
1757
Turtle Creek Wealth Advisors
Texas
$14M +$1.87M +9,450 +17%
QWM
1758
Quadcap Wealth Management
Texas
$14M +$309K +1,561 +3%
NIP
1759
Nicholas Investment Partners
California
$14M +$229K +1,157 +2%
CPW
1760
Cove Private Wealth
New York
$14M +$3.66M +18,509 +41%
SPI
1761
Strategic Planning Inc
Ohio
$13.9M -$243K -1,226 -2%
CT
1762
Clearstead Trust
Maine
$13.9M +$285K +1,439 +2%
LJAC
1763
L.J. Altfest & Co
New York
$13.9M -$389K -1,965 -3%
SWK
1764
Stephen W. Kidder
$13.9M +$58.6K +296 +0.5%
SM
1765
STF Management
Texas
$13.8M +$357K +1,804 +3%
AAP
1766
Ardsley Advisory Partners
Connecticut
$13.8M +$5.28M +26,700 +74%
CA
1767
Claro Advisors
Massachusetts
$13.8M -$2.55M -12,886 -17%
MAWCM
1768
Mine & Arao Wealth Creation & Management
California
$13.8M -$31.7K -160 -0.3%
ECAM
1769
East Coast Asset Management
Massachusetts
$13.8M +$1.13M +5,718 +10%
B
1770
Bellecapital
Switzerland
$13.8M +$456K +2,306 +4%
AA
1771
ALPS Advisors
Colorado
$13.8M -$765K -3,868 -6%
TPCM
1772
Templeton & Phillips Capital Management
Tennessee
$13.7M +$27.7K +140 +0.2%
CFSG
1773
Community Financial Services Group
Vermont
$13.7M -$370K -1,870 -3%
TA
1774
Tiptree Advisors
New York
$13.7M
JPWM
1775
Jamison Private Wealth Management
Georgia
$13.7M +$179K +904 +1%