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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1551
Alpha Windward
Massachusetts
$417K -$1.74K -39 -0.4%
RWM
1552
Ritholtz Wealth Management
New York
$416K -$37.4K -841 -8%
MPI
1553
Mairs & Power Inc
Minnesota
$416K +$74.7K +1,678 +22%
HIIFS
1554
Harel Insurance Investments & Financial Services
Israel
$414K -$273K -6,141 -40%
DAS
1555
Dynamic Advisor Solutions
Arizona
$414K +$30.5K +685 +8%
PV
1556
Private Vista
Illinois
$413K -$12.1K -272 -3%
MCM
1557
Maryland Capital Management
Maryland
$412K +$25.2K +567 +7%
PW
1558
Price Wealth
Texas
$408K +$394K +8,856 +4,258%
SWRP
1559
Summit Wealth & Retirement Planning
California
$407K -$267 -6 -0.1%
RHBC
1560
R.H. Bluestein & Co
Michigan
$407K +$402K +9,042 New
BWAM
1561
Boyd Watterson Asset Management
Ohio
$406K +$8.9K +200 +2%
SAM
1562
Security Asset Management
New York
$405K
RWM
1563
RKL Wealth Management
Pennsylvania
$404K +$15.5K +348 +4%
JSL
1564
JT Stratford LLC
Georgia
$403K -$67.8K -1,522 -15%
SWM
1565
SVA Wealth Management
Wisconsin
$403K -$14.1K -317 -3%
NIM
1566
Northeast Investment Management
Massachusetts
$403K +$35.3K +792 +10%
CCIA
1567
Campbell & Co Investment Adviser
Maryland
$402K +$398K +8,945 New
TIA
1568
Tiemann Investment Advisors
California
$401K +$6.68K +150 +2%
LPT
1569
Legacy Private Trust
Wisconsin
$401K +$22.5K +506 +6%
KBG
1570
Kahn Brothers Group
New York
$400K +$90.4K +2,030 +30%
WAAG
1571
Wealth Alliance Advisory Group
Kansas
$399K
TCPWM
1572
Traverso Chambers Private Wealth Management
California
$398K
APWM
1573
Atlas Private Wealth Management
New York
$398K +$394K +8,855 New
NAM
1574
NTV Asset Management
West Virginia
$397K +$12K +270 +3%
BP
1575
Broadleaf Partners
Ohio
$396K +$392K +8,814 New