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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1851
Icon Advisers
Colorado
$5.71M -$1.82M -11,400 -25%
NFG
1852
Nations Financial Group
Iowa
$5.71M -$51.1K -320 -0.9%
WAS
1853
Wealth Advisory Solutions
Indiana
$5.69M +$163K +1,020 +3%
BS
1854
Boenning & Scattergood
Pennsylvania
$5.69M +$95.7K +600 +2%
HTC
1855
Haverford Trust Company
Pennsylvania
$5.68M +$112K +700 +2%
ATFA
1856
All Terrain Financial Advisors
Minnesota
$5.67M +$153K +960 +3%
JC
1857
Joho Capital
New York
$5.67M +$5.55M +34,800 New
HCM
1858
Howland Capital Management
Massachusetts
$5.66M -$38.3K -240 -0.7%
AMG
1859
Asset Management Group
Connecticut
$5.66M +$721K +4,520 +15%
SCM
1860
Sitrin Capital Management
California
$5.65M -$76.6K -480 -1%
MFW
1861
Meristem Family Wealth
Minnesota
$5.63M -$785K -4,920 -12%
MWA
1862
Meridian Wealth Advisors
Texas
$5.62M +$389K +2,440 +8%
SIA
1863
Soltis Investment Advisors
Utah
$5.62M +$1.51M +9,440 +38%
MWA
1864
MFA Wealth Advisors
Pennsylvania
$5.62M +$35.1K +220 +0.6%
BCM
1865
Brooktree Capital Management
Michigan
$5.61M -$364K -2,280 -6%
GFP
1866
Gryphon Financial Partners
Ohio
$5.61M +$645K +4,040 +13%
CIA
1867
CSat Investment Advisory
Michigan
$5.61M -$8.23M -51,580 -60%
GLA
1868
Good Life Advisors
Pennsylvania
$5.6M -$54.3K -340 -1%
WA
1869
Wealth Architects
California
$5.59M +$25.5K +160 +0.5%
MJP
1870
Michael J. Puzo
$5.59M +$160K +1,000 +3%
EGA
1871
E&G Advisors
Texas
$5.59M +$530K +3,320 +11%
TNAM
1872
Terra Nova Asset Management
New York
$5.58M +$5.46M +34,240 New
MGIA
1873
Moneta Group Investment Advisors
Missouri
$5.58M +$1.27M +7,940 +30%
AC
1874
Amitell Capital
Singapore
$5.56M +$5.44M +34,120 New
CRC
1875
Catawba River Capital
South Carolina
$5.55M +$5.44M +34,100 New