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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1701
Ascent Wealth Partners
New York
$1.87M +$49.4K +310 +3%
EWM
1702
EPG Wealth Management
Georgia
$1.87M -$1.79M -11,223 Closed
BMO
1703
Beck Mack & Oliver
New York
$1.87M +$5.9K +37 +0.3%
PL
1704
Parthenon LLC
Kentucky
$1.87M -$75.4K -473 -4%
PPWP
1705
Proquility Private Wealth Partners
Nevada
$1.86M +$27.1K +170 +1%
SC
1706
Sawyer & Company
Massachusetts
$1.86M +$45.1K +283 +2%
SFP
1707
Sweet Financial Partners
Minnesota
$1.86M +$71.3K +447 +4%
MYLI
1708
Meiji Yasuda Life Insurance
Japan
$1.85M +$81.3K +510 +4%
GSWM
1709
Greenup Street Wealth Management
Michigan
$1.85M +$371K +2,329 +24%
WFS
1710
Widmann Financial Services
Maryland
$1.85M +$29.2K +183 +2%
NSAM
1711
North Star Asset Management
Wisconsin
$1.85M -$67.8K -425 -3%
SAM
1712
Sompo Asset Management
Japan
$1.85M -$63.8K -400 -3%
Financial Engines Advisors
1713
Financial Engines Advisors
California
$1.85M +$238K +1,493 +14%
GP
1714
Girard Partners
Pennsylvania
$1.84M -$55.2K -346 -3%
TPA
1715
Trivium Point Advisory
Connecticut
$1.84M +$80K +502 +4%
SAM
1716
Secure Asset Management
Michigan
$1.84M -$3.35K -21 -0.2%
EAM
1717
Empirical Asset Management
Massachusetts
$1.84M +$1.94M +12,175 +81%
HCM
1718
Highview Capital Management
Illinois
$1.83M +$935K +5,861 +100%
NCM
1719
Neumann Capital Management
California
$1.83M +$15.9K +100 +0.9%
TA
1720
TrueWealth Advisors
Alabama
$1.83M -$21.7K -136 -1%
MAM
1721
Montchanin Asset Management
Delaware
$1.83M -$191K -1,200 -9%
CCIA
1722
Campbell & Co Investment Adviser
Maryland
$1.81M -$101K -632 -5%
IP
1723
Ignite Planners
California
$1.81M -$32.1K -201 -2%
BC
1724
Blackhill Capital
New Jersey
$1.81M
MPPW
1725
Mitchell & Pahl Private Wealth
Oklahoma
$1.81M +$319 +2 +0%