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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1826
Ruggie Capital Group
Florida
$97K – – –
BDWM
1827
Brewin Dolphin Wealth Management
Ireland
$94K +$89K +2,795 New
FMP
1828
Financial Management Professionals
Texas
$93K -$23.1K -725 -21%
AIM
1829
Arcadia Investment Management
Michigan
$92K – – –
TI
1830
Truepoint Inc
Ohio
$91K -$132K -4,155 -61%
HFM
1831
Hartford Financial Management
Connecticut
$89K – – –
MWM
1832
MinichMacGregor Wealth Management
New York
$77K +$6.88K +216 +10%
FFW
1833
Fusion Family Wealth
New York
$76K -$261K -8,198 -78%
GBBWRPM
1834
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$74K +$17.2K +539 +32%
FMTCOCP
1835
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73.1K -$130K -4,075 -65%
TDC
1836
Thompson Davis & Co
Virginia
$71K +$18.4K +577 +37%
MWM
1837
Mascoma Wealth Management
New Hampshire
$68K – – –
TFO
1838
Tarbox Family Office
California
$67K +$6.78K +213 +12%
WA
1839
Winfield Associates
Ohio
$66K +$191 +6 +0.3%
BWP
1840
Baldwin Wealth Partners
Massachusetts
$65K -$70.7K -2,222 -53%
DOA
1841
D'Orazio & Associates
Virginia
$65K – – –
IR
1842
Invictus RG
Bermuda
$58K -$109K -3,423 -66%
MIHAS
1843
Maj Invest Holding A/S
Denmark
$56K +$53.1K +1,668 New
VCM
1844
Versant Capital Management
Arizona
$55K +$1.62K +51 +3%
HL
1845
Harding Loevner
New Jersey
$52K – – –
T2I
1846
Turim 21 Investimentos
Brazil
$50K +$46.8K +1,470 New
FI
1847
FCM Investments
Texas
$49K -$2.54M -79,830 -98%
TCM
1848
TD Capital Management
Tennessee
$49K +$4.39K +138 +10%
AWMS
1849
Advocacy Wealth Management Services
Georgia
$46K – – –
NO
1850
Ninety One
South Africa
$46K – – –