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Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
1801
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.45M +$278K +1,732 +23%
GC
1802
Gilbert & Cook
Iowa
$1.45M +$261K +1,625 +21%
RP
1803
Rice Partnership
Hawaii
$1.45M +$51.1K +319 +4%
HC
1804
Hamilton Capital
Ohio
$1.45M +$786K +4,900 +114%
PMFA
1805
Plante Moran Financial Advisors
Michigan
$1.45M +$27.6K +172 +2%
BAM
1806
BOS Asset Management
Illinois
$1.45M +$43.6K +272 +3%
CA
1807
Claro Advisors
Massachusetts
$1.44M +$93.3K +582 +7%
ACM
1808
Adalta Capital Management
New York
$1.44M – – –
MIM
1809
Moseley Investment Management
Florida
$1.43M +$127K +792 +10%
CFCI
1810
Comprehensive Financial Consultants Institutional
Indiana
$1.43M +$1.76K +11 +0.1%
ACS
1811
Archford Capital Strategies
Illinois
$1.43M +$226K +1,410 +19%
SAM
1812
Sawgrass Asset Management
Florida
$1.43M -$16.4K -102 -1%
BOPW
1813
Brandywine Oak Private Wealth
Pennsylvania
$1.42M +$14.3K +89 +1%
Needham Investment Management
1814
Needham Investment Management
New York
$1.42M – – –
3IP
1815
3Chopt Investment Partners
Virginia
$1.41M +$15.2K +95 +1%
EWS
1816
Evergreen Wealth Solutions
Pennsylvania
$1.4M +$39K +243 +3%
RVPG
1817
Relative Value Partners Group
$1.4M – – –
SFG
1818
StrategIQ Financial Group
Indiana
$1.4M +$33.2K +207 +2%
PSP
1819
Pacific Sage Partners
Washington
$1.4M +$160 +1 +0%
WMA
1820
West Michigan Advisors
Michigan
$1.4M +$27.6K +172 +2%
FCM
1821
Firestone Capital Management
Florida
$1.4M – – –
WTFG
1822
Wells Trecaso Financial Group
Ohio
$1.39M -$9.46K -59 -0.7%
PFGIA
1823
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M +$163K +1,019 +13%
JAFL
1824
Jay A. Fishman Ltd
Michigan
$1.39M -$76.2K -475 -5%
CFO
1825
CVA Family Office
Colorado
$1.39M +$3.21K +20 +0.2%