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Name Holding Trade Value Shares
Change
Change in
Stake
KIC
2451
Kensington Investment Counsel
California
$628K +$81.6K +1,100 +16%
HPM
2452
Hoxton Planning & Management
West Virginia
$628K -$26.5K -357 -4%
SPWG
2453
Sage Private Wealth Group
Illinois
$627K +$3.34K +45 +0.6%
AG
2454
AmeriFlex Group
Nevada
$627K -$226K -3,048 -27%
Madison Asset Management
2455
Madison Asset Management
Wisconsin
$624K – – –
CNTOF
2456
Canandaigua National Trust of Florida
New York
$624K +$82.8K +1,116 +16%
WAM
2457
Walker Asset Management
Missouri
$623K -$7.94K -107 -1%
T
2458
TrustBank
Illinois
$623K +$600K +8,087 New
MHC
2459
May Hill Capital
Massachusetts
$622K +$47K +634 +9%
GGS
2460
Galvin Gaustad & Stein
Arizona
$622K +$74 +1 +0%
PMFA
2461
Plante Moran Financial Advisors
Michigan
$622K -$24.6K -331 -4%
TCP
2462
TMB Capital Partners
Arkansas
$621K +$598K +8,060 New
BSTWA
2463
Blake Schutter Theil Wealth Advisors
Ohio
$621K -$13.8K -186 -2%
GPWM
2464
Grant Private Wealth Management
California
$619K +$86.4K +1,165 +17%
RWM
2465
RBA Wealth Management
California
$618K +$2.23K +30 +0.4%
JCM
2466
Jacobsen Capital Management
Utah
$618K -$6.9K -93 -1%
WHCI
2467
W.H. Cornerstone Investments
Massachusetts
$618K +$3.78K +51 +0.6%
NSB
2468
Norway Savings Bank
Maine
$618K -$1.85K -25 -0.3%
PS
2469
Planned Solutions
California
$616K +$150K +2,017 +34%
Bellevue Group
2470
Bellevue Group
Switzerland
$616K +$594K +8,000 New
ALA
2471
Atlas Legacy Advisors
California
$616K -$10.6K -143 -2%
EW
2472
Expressive Wealth
Illinois
$616K +$593K +7,993 New
SIC
2473
SJS Investment Consulting
Ohio
$615K +$3.41K +46 +0.6%
RWM
2474
RKL Wealth Management
Pennsylvania
$614K +$90.7K +1,222 +18%
JAG
2475
Journey Advisory Group
Kentucky
$612K +$211K +2,840 +55%