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Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
1826
Brewin Dolphin Wealth Management
Ireland
$94K +$89K +2,795 New
FMP
1827
Financial Management Professionals
Texas
$93K -$23.1K -725 -21%
AIM
1828
Arcadia Investment Management
Michigan
$92K
TI
1829
Truepoint Inc
Ohio
$91K -$132K -4,155 -61%
HFM
1830
Hartford Financial Management
Connecticut
$89K
MWM
1831
MinichMacGregor Wealth Management
New York
$77K +$6.88K +216 +10%
FFW
1832
Fusion Family Wealth
New York
$76K -$261K -8,198 -78%
GBBWRPM
1833
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$74K +$17.2K +539 +32%
FMTCOCP
1834
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73.1K -$130K -4,075 -65%
TDC
1835
Thompson Davis & Co
Virginia
$71K +$18.4K +577 +37%
MWM
1836
Mascoma Wealth Management
New Hampshire
$68K
TFO
1837
Tarbox Family Office
California
$67K +$6.78K +213 +12%
WA
1838
Winfield Associates
Ohio
$66K +$191 +6 +0.3%
BWP
1839
Baldwin Wealth Partners
Massachusetts
$65K -$70.7K -2,222 -53%
DOA
1840
D'Orazio & Associates
Virginia
$65K
IR
1841
Invictus RG
Bermuda
$58K -$109K -3,423 -66%
MIHAS
1842
Maj Invest Holding A/S
Denmark
$56K +$53.1K +1,668 New
VCM
1843
Versant Capital Management
Arizona
$55K +$1.62K +51 +3%
HL
1844
Harding Loevner
New Jersey
$52K
T2I
1845
Turim 21 Investimentos
Brazil
$50K +$46.8K +1,470 New
FI
1846
FCM Investments
Texas
$49K -$2.54M -79,830 -98%
TCM
1847
TD Capital Management
Tennessee
$49K +$4.39K +138 +10%
AWMS
1848
Advocacy Wealth Management Services
Georgia
$46K
NO
1849
Ninety One
South Africa
$46K
APSP
1850
Asset Planning Services (Pennsylvania)
Pennsylvania
$39K +$6.53K +205 +22%