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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1676
Ironwood Investment Counsel
Arizona
$587K – – –
TWM
1677
Topsail Wealth Management
North Carolina
$587K – – –
DF
1678
Dunhill Financial
United Kingdom
$586K +$115K +72 +32%
Kovitz Investment Group Partners
1679
Kovitz Investment Group Partners
Illinois
$584K -$36.6K -23 -7%
SWA
1680
Strategies Wealth Advisors
Michigan
$583K -$1.59K -1 -0.3%
FCMA
1681
Foresight Capital Management Advisors
Michigan
$581K -$25.5K -16 -5%
SWM
1682
SHP Wealth Management
Massachusetts
$580K +$58.9K +37 +15%
AFO
1683
Allie Family Office
Florida
$579K +$463K +291 New
GA
1684
GoalVest Advisory
New York
$579K – – –
SP
1685
Stonebrook Private
Michigan
$579K +$38.2K +24 +9%
SGDR
1686
SPX Gestao de Recursos
Brazil
$579K +$463K +291 New
TPWA
1687
Twin Peaks Wealth Advisors
California
$578K +$55.7K +35 +14%
KOCAA
1688
Knights of Columbus Asset Advisors
Connecticut
$577K -$248K -156 -35%
SOS
1689
Silver Oak Securities
Tennessee
$577K -$4.78K -3 -1%
UBV
1690
United Bank (Virginia)
Virginia
$577K – – –
GIM
1691
Goelzer Investment Management
Indiana
$576K -$212K -133 -31%
KWMG
1692
King Wealth Management Group
Florida
$575K +$20.7K +13 +5%
OCWP
1693
Owl Creek Wealth Partners
Colorado
$575K – – –
BWA
1694
Bestgate Wealth Advisors
Maryland
$575K – – –
KDA
1695
Kraft Davis & Associates
Missouri
$571K -$39.8K -25 -7%
BOPW
1696
Brandywine Oak Private Wealth
Pennsylvania
$571K +$4.78K +3 +1%
FC
1697
Financial Consulate
Maryland
$571K -$25.5K -16 -5%
HWA
1698
HCR Wealth Advisors
California
$571K – – –
SGK
1699
Steigerwald Gordon & Koch
Virginia
$571K – – –
TAP
1700
Tounjian Advisory Partners
Florida
$567K +$454K +285 New