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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2226
N.E.W. Advisory Services
Wisconsin
$2.74M +$971K +7,762 +43%
MP
2227
McDonald Partners
Ohio
$2.74M -$26.8K -214 -0.8%
BAM
2228
Beaumont Asset Management
Texas
$2.74M +$62.8K +502 +2%
HCP
2229
Hexagon Capital Partners
Arkansas
$2.73M +$156K +1,247 +5%
SI
2230
Shaker Investments
Ohio
$2.73M -$377K -3,010 -10%
SP
2231
SWS Partners
Ohio
$2.73M +$7.63K +61 +0.2%
SI
2232
Saxon Interests
Texas
$2.72M +$42K +336 +1%
RFN
2233
RDA Financial Network
Iowa
$2.72M +$188K +1,506 +6%
ISWM
2234
Independent Solutions Wealth Management
New York
$2.72M -$722K -5,767 -18%
HCM
2235
HM Capital Management
Missouri
$2.71M -$1.14M -9,130 -26%
ANB
2236
Amarillo National Bank
Texas
$2.71M +$35K +280 +1%
FLI
2237
Family Legacy Inc
South Carolina
$2.71M +$23.5K +188 +0.8%
HHGA
2238
Halbert Hargrove Global Advisors
California
$2.71M +$126K +1,005 +4%
FFG
2239
Frisch Financial Group
New York
$2.71M -$1.25M -9,989 -28%
LWMM
2240
Legacy Wealth Management (Mississippi)
Mississippi
$2.7M +$92.6K +740 +3%
CWM
2241
C2C Wealth Management
Arizona
$2.7M +$282K +2,252 +11%
CI
2242
CX Institutional
Indiana
$2.7M -$32.5K -260 -1%
AT
2243
Arden Trust
Delaware
$2.7M +$3.18M +25,416 New
PHAM
2244
Portland Hill Asset Management
United Kingdom
$2.7M -$461K -3,681 -12%
WCMN
2245
Westchester Capital Management (Nebraska)
Nebraska
$2.69M +$217K +1,735 +7%
MSR
2246
Main Street Research
Connecticut
$2.69M -$29.2M -233,531 -90%
DBG
2247
De Burlo Group
Massachusetts
$2.69M -$15.7M -125,531 -83%
PFA
2248
Pure Financial Advisors
California
$2.69M +$785K +6,270 +33%
CPIA
2249
Cornell Pochily Investment Advisors
New York
$2.69M +$168K +1,341 +6%
AL
2250
Aspiriant LLC
California
$2.69M +$591K +4,720 +23%