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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1801
Compagnie Lombard Odier SCmA
Switzerland
$1.63M -$4.53M -29,597 -73%
LNB
1802
Ledyard National Bank
$1.62M +$28.3K +185 +2%
HIC
1803
Harvey Investment Company
Kentucky
$1.61M -$23K -150 -1%
EWM
1804
EPG Wealth Management
Georgia
$1.61M -$23K -150 -1%
ACS
1805
Archford Capital Strategies
Illinois
$1.61M +$14.8K +97 +0.9%
TW
1806
TrinityPoint Wealth
Connecticut
$1.61M -$382K -2,498 -18%
LA
1807
LexAurum Advisors
Kansas
$1.6M +$325K +2,126 +24%
GWP
1808
Gen-Wealth Partners
Michigan
$1.6M +$82.8K +541 +5%
TWP
1809
Total Wealth Planning
Ohio
$1.6M +$471K +3,077 +39%
JIP
1810
Jaffetilchin Investment Partners
Florida
$1.6M +$725K +4,734 +75%
MMHP
1811
Murphy Middleton Hinkle & Parker
Georgia
$1.6M -$92.6K -605 -5%
SCM
1812
Stevens Capital Management
Pennsylvania
$1.6M +$1.69M +11,050 New
VSQM
1813
V-Square Quantitative Management
Illinois
$1.6M +$316K +2,066 +23%
IP
1814
Ignite Planners
California
$1.6M +$21K +137 +1%
RL
1815
Ruffer LLP
United Kingdom
$1.59M
PL
1816
Plancorp LLC
Missouri
$1.59M +$95.5K +624 +6%
IA
1817
Integrity Alliance
Iowa
$1.59M +$1.68M +10,966 New
LWM
1818
Lodestone Wealth Management
Washington
$1.59M -$2.75K -18 -0.2%
GG
1819
Gleason Group
Kentucky
$1.59M -$204K -1,333 -11%
TPA
1820
Trivium Point Advisory
Connecticut
$1.59M -$33.5K -219 -2%
LA
1821
LVW Advisors
New York
$1.59M +$300K +1,962 +22%
MSR
1822
Main Street Research
Connecticut
$1.58M -$41K -268 -2%
NRI
1823
NFP Retirement Inc
California
$1.58M +$59.8K +391 +4%
OTPPB
1824
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.58M +$835K +5,453 +100%
MFF
1825
Michels Family Financial
Texas
$1.58M +$1.67M +10,908 New