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Name Holding Trade Value Shares
Change
Change in
Stake
VAF
751
Values Added Financial
District of Columbia
$448K
AMCA
752
Arthur M. Cohen & Associates
Illinois
$446K +$5.31K +8 +1%
PPC
753
Park Place Capital
Alabama
$439K -$37.9K -57 -7%
CCS
754
Concentric Capital Strategies
Connecticut
$437K +$493K +742 New
QP
755
Quilter Plc
United Kingdom
$430K +$118K +178 +77%
TW
756
TrinityPoint Wealth
Connecticut
$428K +$6.64K +10 +1%
HBW
757
Hazlett, Burt & Watson
West Virginia
$427K +$26.6K +40 +6%
1832 Asset Management
758
1832 Asset Management
Ontario, Canada
$420K -$234M -352,178 -100%
GFP
759
Gryphon Financial Partners
Ohio
$419K -$5.98K -9 -1%
SIS
760
Strategic Investment Solutions
Illinois
$418K +$412K +620 +6,200%
RMAM
761
Raab & Moskowitz Asset Management
New Jersey
$418K -$664 -1 -0.1%
Thrivent Financial for Lutherans
762
Thrivent Financial for Lutherans
Minnesota
$417K -$197K -297 -29%
HTHT
763
Hemenway Trust Hemenway Trust
New Hampshire
$417K
CC
764
Callan Capital
California
$416K +$163K +246 +53%
MJP
765
Michael J. Puzo
$415K -$33.2K -50 -7%
CIA
766
Choate Investment Advisors
Massachusetts
$413K +$466K +702 New
PCG
767
Prosperity Consulting Group
Maryland
$413K +$466K +702 New
HA
768
Harbor Advisors
Florida
$412K
AWA
769
Aaron Wealth Advisors
Illinois
$406K +$52.5K +79 +13%
CFG
770
Carr Financial Group
Massachusetts
$404K
SSW
771
Smith Shellnut Wilson
Mississippi
$401K
FCP
772
Fidelis Capital Partners
Florida
$401K +$189K +285 +72%
DWM
773
Defined Wealth Management
Oregon
$400K +$11.3K +17 +3%
BAM
774
Byrne Asset Management
New Jersey
$399K -$13.3K -20 -3%
LSPW
775
Lake Street Private Wealth
Illinois
$395K +$7.97K +12 +2%