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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
801
Fred Alger Management
New York
$13.2M +$1.32M +12,636 +13%
CPC
802
CFC Planning Company
Indiana
$13.2M +$225K +2,153 +2%
CTA
803
Colonial Trust Advisors
South Carolina
$13.2M -$24.6K -235 -0.2%
WANY
804
Wealthspire Advisors (New York)
New York
$13.2M +$2.64M +25,244 +29%
LSWM
805
Lorne Steinberg Wealth Management
Canada
$13.1M +$81.6K +780 +0.7%
GAB
806
German American Bancorp
Indiana
$13.1M -$40.3K -385 -0.3%
MWM
807
Mission Wealth Management
California
$13M +$4.4M +42,117 +61%
ST
808
Somerset Trust
Pennsylvania
$13M +$161K +1,536 +1%
CWS
809
Confluence Wealth Services
Pennsylvania
$13M +$1.75M +16,768 +18%
CAMG
810
CWA Asset Management Group
Florida
$13M +$281K +2,687 +2%
PIMJS
811
PKO Investment Management Joint-Stock
Poland
$12.9M -$2.09M -20,000 -15%
PMWMG
812
Parr McKnight Wealth Management Group
Minnesota
$12.9M -$1.17M -11,179 -9%
Impax Asset Management Group
813
Impax Asset Management Group
United Kingdom
$12.8M -$1.38M -13,163 -11%
IA
814
IFP Advisors
Florida
$12.8M -$2.31M -22,098 -17%
BCM
815
Brookstone Capital Management
Illinois
$12.8M +$8.25M +78,899 +265%
CM
816
Caption Management
Oklahoma
$12.7M +$7.91M +75,650 +236%
SCI
817
S&CO Inc
Massachusetts
$12.6M -$43.9K -420 -0.4%
CS
818
Cannell & Spears
New York
$12.6M +$33.4K +319 +0.3%
FRA
819
Frank Rimerman Advisors
California
$12.5M +$233K +2,232 +2%
FTWA
820
Fifth Third Wealth Advisors
Ohio
$12.5M -$780K -7,462 -7%
MCM
821
Mattern Capital Management
Colorado
$12.5M +$566K +5,408 +5%
SYBT
822
Stock Yards Bank & Trust
Kentucky
$12.4M -$211K -2,021 -2%
AC
823
Addenda Capital
Quebec, Canada
$12.4M – – –
CA
824
Cornerstone Advisors
North Carolina
$12.3M +$11M +105,095 New
HPIA
825
Hamilton Point Investment Advisors
North Carolina
$12.3M +$2.3K +22 +0%