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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
826
Benedict Financial Advisors
Georgia
$2.09M -$61.5K -299 -3%
SWM
827
Sculati Wealth Management
Michigan
$2.09M -$16.9K -82 -0.8%
CCFM
828
Clear Creek Financial Management
Washington
$2.09M +$190K +923 +11%
GVAG
829
Great Valley Advisor Group
Delaware
$2.09M -$175K -850 -8%
RP
830
Rowlandmiller & Partners
Georgia
$2.08M -$74K -360 -4%
PWM
831
Perigon Wealth Management
California
$2.06M +$206K +1,000 +12%
CP
832
Cornerstone Planning
North Carolina
$2.05M +$1.94M +9,425 New
TCWA
833
Turtle Creek Wealth Advisors
Texas
$2.05M +$2.47K +12 +0.1%
CBA
834
Coastal Bridge Advisors
Connecticut
$2.05M +$262K +1,274 +16%
BSB
835
Bangor Savings Bank
Maine
$2.04M -$123K -597 -6%
D.E. Shaw & Co
836
D.E. Shaw & Co
New York
$2.04M -$309M -1,501,364 -99%
DOA
837
D'Orazio & Associates
Virginia
$2.03M +$1.92M +9,355 New
BTI
838
Blue Trust Inc
Georgia
$2.03M +$34.8K +169 +2%
WPC
839
White Pine Capital
Minnesota
$2.02M -$14.8K -72 -0.8%
JIC
840
Joel Isaacson & Co
New York
$2.02M +$8.23K +40 +0.4%
NG
841
Norden Group
Utah
$2.01M +$186K +904 +11%
CNBTD
842
Citizens National Bank Trust Department
Mississippi
$2.01M -$98.7K -480 -5%
GWM
843
Geneos Wealth Management
Colorado
$2M +$199K +969 +12%
GFG
844
Greystone Financial Group
Michigan
$1.99M +$77.9K +379 +4%
WJWM
845
Williams Jones Wealth Management
New York
$1.99M +$449K +2,183 +31%
RCM
846
Radnor Capital Management
Pennsylvania
$1.98M +$47.3K +230 +3%
BFIM
847
Beese Fulmer Investment Management
Ohio
$1.98M +$1.85M +9,002 +97%
Primecap Management
848
Primecap Management
California
$1.98M -$78.7M -382,620 -98%
BCWM
849
Bartlett & Co Wealth Management
Ohio
$1.98M -$24.5K -119 -1%
GIM
850
Guardian Investment Management
California
$1.96M +$242K +1,175 +15%