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Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
1876
Taylor Wealth Management Partners
Massachusetts
$5.76M +$214K +1,240 +4%
CGA
1877
Crescent Grove Advisors
Illinois
$5.75M
WA1
1878
Wimmer Associates 1
California
$5.75M +$48.3K +280 +0.8%
GAMC
1879
Garner Asset Management Corp
Texas
$5.75M +$55.2K +320 +0.9%
TNAM
1880
Terra Nova Asset Management
New York
$5.74M +$148K +860 +3%
P3I
1881
Progeny 3 Inc
Washington
$5.73M +$1.88M +10,900 +45%
BTW
1882
Boston Trust Walden
Massachusetts
$5.73M +$411K +2,380 +7%
SFM
1883
Signet Financial Management
New Jersey
$5.72M +$6.01M +34,820 New
HZ
1884
Hixon Zuercher
Ohio
$5.67M +$124K +720 +2%
HIP
1885
Harrell Investment Partners
Texas
$5.64M +$100K +580 +2%
SCI
1886
Stableford Capital II
Arizona
$5.64M -$1.56M -9,060 -21%
BW
1887
Bison Wealth
Georgia
$5.64M +$82.8K +480 +1%
PAM
1888
Pegasus Asset Management
New York
$5.62M +$241K +1,400 +4%
CCM
1889
Compton Capital Management
Rhode Island
$5.59M +$103K +600 +2%
CEI
1890
Clark Estates Inc
New York
$5.58M -$5.9M -34,180 -50%
WA
1891
WP Advisors
California
$5.58M +$290K +1,680 +5%
KFBMI
1892
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.58M
BIM
1893
Baldwin Investment Management
Pennsylvania
$5.57M +$121K +700 +2%
CMANY
1894
Capital Management Associates (New York)
New York
$5.56M +$10.3K +60 +0.2%
PRWA
1895
Platte River Wealth Advisors
Colorado
$5.56M +$480K +2,780 +9%
LOAMU
1896
Lombard Odier Asset Management (USA)
New York
$5.55M -$2.21M -12,800 -27%
RIL
1897
Rothschild Investment LLC
Illinois
$5.54M -$5.5M -31,860 -49%
CAC
1898
Certified Advisory Corp
Florida
$5.54M +$20.7K +120 +0.4%
CRWM
1899
Castle Rock Wealth Management
California
$5.53M -$27.6K -160 -0.5%
BWM
1900
BerganKDV Wealth Management
Minnesota
$5.53M +$390K +2,260 +7%