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Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
501
Janus Henderson Group
$701K
SIA
502
Schechter Investment Advisors
Michigan
$698K -$38.9K -194 -5%
ABLA
503
Alan B. Lancz & Associates
Ohio
$697K
BFS
504
Bard Financial Services
Connecticut
$696K
ACA
505
Atlas Capital Advisors
Wyoming
$693K
BOPW
506
Brandywine Oak Private Wealth
Pennsylvania
$691K -$1.2K -6 -0.2%
LMKC
507
L.M. Kohn & Company
Ohio
$691K +$681K +3,400 New
WP
508
WealthSource Partners
California
$679K -$10K -50 -1%
EI
509
Ellevest Inc
New York
$672K +$112K +560 +20%
IAA
510
Independent Advisor Alliance
North Carolina
$657K +$208K +1,040 +47%
EFS
511
Essex Financial Services
Connecticut
$653K -$40.3K -201 -6%
DWM
512
Dorchester Wealth Management
Quebec, Canada
$651K -$10K -50 -2%
CIA
513
Cohen Investment Advisors
New Hampshire
$651K +$5.61K +28 +0.9%
MP
514
McDonald Partners
Ohio
$642K +$631K +3,150 +26,250%
Lido Advisors
515
Lido Advisors
California
$641K +$32.7K +163 +5%
CA
516
Cullinan Associates
Kentucky
$630K +$160K +800 +35%
CWA
517
Canvas Wealth Advisors
Kansas
$627K -$577K -2,882 -48%
FG
518
Fiduciary Group
Georgia
$624K -$6.01K -30 -0.9%
OFG
519
OmniStar Financial Group
North Carolina
$619K +$62.9K +314 +11%
STA
520
Summit Trail Advisors
New York
$614K +$602K +3,003 New
AIM
521
Alhambra Investment Management
Florida
$612K
MPAM
522
Murphy Pohlad Asset Management
Minnesota
$610K -$15K -75 -2%
WFMPM
523
Woodley Farra Manion Portfolio Management
Indiana
$609K
CCP
524
Corient Capital Partners
California
$609K +$12.8K +64 +2%
CCA
525
Checchi Capital Advisers
California
$604K +$11.8K +59 +2%