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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1876
BerganKDV Wealth Management
Minnesota
$4.16M +$297K +2,377 +6%
MCC
1877
Malaga Cove Capital
California
$4.14M -$12.5K -100 -0.3%
IC
1878
Inscription Capital
Texas
$4.14M -$242K -1,935 -5%
IF
1879
Intrua Financial
Texas
$4.13M +$223K +1,783 +5%
ACM
1880
AUA Capital Management
Pennsylvania
$4.13M
CT
1881
Chicago Trust
Illinois
$4.12M -$312K -2,490 -6%
S
1882
Surevest
California
$4.11M -$1.13K -9 -0%
HWM
1883
Heirloom Wealth Management
Colorado
$4.11M +$429K +3,425 +13%
PC
1884
Permanens Capital
New York
$4.1M
CWC
1885
Carolinas Wealth Consulting
North Carolina
$4.09M -$101K -807 -2%
WCP
1886
Welch Capital Partners
New York
$4.09M -$40K -320 -0.8%
OWP
1887
Old Well Partners
North Carolina
$4.09M +$313K +2,500 +7%
BS
1888
Boenning & Scattergood
Pennsylvania
$4.09M -$169K -1,348 -3%
FMWA
1889
Forvis Mazars Wealth Advisors
Missouri
$4.08M +$1.54M +12,327 +47%
GFP
1890
Gryphon Financial Partners
Ohio
$4.08M +$196K +1,569 +4%
RWP
1891
Revolve Wealth Partners
New Jersey
$4.07M +$87.6K +700 +2%
MW
1892
Marcum Wealth
Ohio
$4.07M -$597K -4,769 -11%
SWP
1893
Strategic Wealth Partners
Ohio
$4.07M -$224K -1,788 -4%
IA
1894
IFG Advisory
Georgia
$4.07M +$626K +5,006 +15%
ATC
1895
Adirondack Trust Company
New York
$4.06M +$122K +975 +3%
WWM
1896
WT Wealth Management
Arizona
$4.06M +$166K +1,330 +4%
GAAM
1897
Guinness Atkinson Asset Management
California
$4.05M -$361K -2,888 -7%
PPG
1898
Peak Planning Group
Colorado
$4.05M +$4.77M +38,109 New
CIM
1899
CIM Investment Management
Pennsylvania
$4.05M -$989K -7,900 -17%
BIP
1900
Bouvel Investment Partners
Pennsylvania
$4.05M +$20.8K +166 +0.4%