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Name Holding Trade Value Shares
Change
Change in
Stake
Cypress Asset Management
1801
Cypress Asset Management
Texas
$16.6M +$315K +1,256 +2%
Whetstone Capital Advisors
1802
Whetstone Capital Advisors
Kansas
$16.5M -$5.98M -23,833 -26%
PDS Planning
1803
PDS Planning
Ohio
$16.5M +$370K +1,476 +2%
Financial Partners Group (Kansas)
1804
Financial Partners Group (Kansas)
Kansas
$16.5M +$72.5K +289 +0.4%
111 Capital
1805
111 Capital
France
$16.5M +$2.81M +11,182 +19%
Ardsley Advisory Partners
1806
Ardsley Advisory Partners
Connecticut
$16.4M -$9.29M -37,000 -35%
Heirloom Wealth Management
1807
Heirloom Wealth Management
Colorado
$16.4M +$16.7M +66,697 +2,909%
Cascade Financial Partners
1808
Cascade Financial Partners
California
$16.4M -$236K -941 -1%
Denali Advisors
1809
Denali Advisors
California
$16.4M -$3.19M -12,698 -16%
Portfolio Design Labs
1810
Portfolio Design Labs
California
$16.4M -$2.73M -10,857 -14%
HS Management Partners
1811
HS Management Partners
New York
$16.4M -$7.27M -28,980 -30%
Ables Iannone Moore & Associates
1812
Ables Iannone Moore & Associates
Georgia
$16.4M -$466K -1,858 -3%
First Interstate Bank
1813
First Interstate Bank
Montana
$16.4M +$81.6K +325 +0.5%
LaFleur & Godfrey
1814
LaFleur & Godfrey
Michigan
$16.4M -$120K -477 -0.7%
Forvis Mazars Wealth Advisors
1815
Forvis Mazars Wealth Advisors
Missouri
$16.3M +$173K +689 +1%
Fremen Capital Management
1816
Fremen Capital Management
Connecticut
$16.3M +$896K +3,570 +5%
Rockport Wealth
1817
Rockport Wealth
Ohio
$16.3M -$1.16M -4,617 -6%
Resonant Capital Advisors
1818
Resonant Capital Advisors
Wisconsin
$16.3M +$585K +2,330 +4%
Coleford Investment Management
1819
Coleford Investment Management
Canada
$16.3M +$17.2M +68,339 New
Clear Creek Financial Management
1820
Clear Creek Financial Management
Washington
$16.3M +$1.43M +5,694 +9%
Schaper Benz & Wise Investment Counsel
1821
Schaper Benz & Wise Investment Counsel
Wisconsin
$16.3M -$258K -1,028 -1%
RPg Family Wealth Advisory
1822
RPg Family Wealth Advisory
Massachusetts
$16.2M +$7.03K +28 +0%
NVWM LLC
1823
NVWM LLC
Pennsylvania
$16.2M -$5.52K -22 -0%
Melqart Asset Management
1824
Melqart Asset Management
United Kingdom
$16.2M +$17.1M +68,122 New
Torray Investment Partners
1825
Torray Investment Partners
Maryland
$16.2M -$933K -3,716 -5%