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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1726
Appleton Partners
Massachusetts
$1.2M +$415K +6,738 +53%
AW
1727
Atlas Wealth
Ohio
$1.2M -$1.11K -18 -0.1%
CC
1728
Callan Capital
California
$1.2M +$137K +2,232 +13%
RDWM
1729
Red Door Wealth Management
Tennessee
$1.19M -$7.91M -128,466 -87%
BL
1730
BFSG LLC
California
$1.19M – – –
PCMM
1731
Piedmont Capital Management (Montana)
Montana
$1.19M -$15.5K -251 -1%
BONH
1732
Bank of New Hampshire
New Hampshire
$1.19M -$132K -2,143 -10%
CPA
1733
Cardiff Park Advisors
California
$1.19M +$140K +2,280 +13%
TW
1734
TritonPoint Wealth
Maryland
$1.18M +$43.2K +702 +4%
PWC
1735
PYA Waltman Capital
Tennessee
$1.18M +$19.1K +311 +2%
IA
1736
IFC Advisors
California
$1.18M +$739 +12 +0.1%
SIP
1737
Stoneridge Investment Partners
Pennsylvania
$1.18M -$2.85M -46,357 -71%
Capital Wealth Planning
1738
Capital Wealth Planning
Florida
$1.18M -$481K -7,819 -29%
RYIA
1739
Roehl & Yi Investment Advisors
Oregon
$1.18M +$8.8K +143 +0.8%
CIAS
1740
CFS Investment Advisory Services
New Jersey
$1.18M +$127K +2,070 +12%
HWA
1741
HHM Wealth Advisors
Tennessee
$1.17M +$6.22K +101 +0.5%
Iconiq Capital
1742
Iconiq Capital
California
$1.17M +$247K +4,017 +27%
FIA
1743
FNY Investment Advisers
New York
$1.17M +$1.17M +18,950 New
FFWA
1744
FRG Family Wealth Advisors
Washington
$1.17M -$55.4K -900 -5%
HP
1745
Hilltop Partners
Indiana
$1.17M -$77.1K -1,253 -6%
WAG
1746
Wallace Advisory Group
California
$1.16M -$205K -3,332 -14%
PIA
1747
Perennial Investment Advisors
California
$1.16M +$78.4K +1,273 +7%
SW
1748
SkyOak Wealth
Michigan
$1.16M – – –
TBNY
1749
Trustco Bank (New York)
New York
$1.16M -$92.3K -1,500 -7%
Mairs & Power Inc
1750
Mairs & Power Inc
Minnesota
$1.16M +$58K +942 +5%