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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1601
Modera Wealth Management
New Jersey
$280K -$11.1K -100 -4%
AP
1602
Atwood & Palmer
Missouri
$278K
HCM
1603
HM Capital Management
Missouri
$278K +$21.8K +196 +8%
CF
1604
Corrigan Financial
Rhode Island
$278K +$295K +2,643 New
HL
1605
HeadInvest LLC
Maine
$275K +$17.8K +160 +7%
TIA
1606
Trust Investment Advisors
Indiana
$273K -$44.4K -398 -13%
Edgewood Management
1607
Edgewood Management
Connecticut
$273K
DSA
1608
Davis Selected Advisers
Arizona
$272K -$3.12K -28 -1%
VFAM
1609
Valley Forge Asset Management
Pennsylvania
$271K -$8.26M -74,070 -97%
PAG
1610
Pinnacle Advisory Group
Maryland
$271K -$56.3K -505 -16%
HIC
1611
Holderness Investments Company
North Carolina
$271K
SL
1612
Summitry LLC
California
$270K
AAM
1613
AMI Asset Management
California
$269K
CP
1614
Cinque Partners
California
$268K -$1.06M -9,472 -79%
GWM
1615
Greenwich Wealth Management
Connecticut
$268K +$33.4K +300 +13%
FM
1616
Family Management
New York
$267K +$11.1K +100 +4%
ACM
1617
Armbruster Capital Management
New York
$267K +$283K +2,540 New
BFA
1618
Beaumont Financial Advisors
Massachusetts
$266K -$6.82M -61,175 -96%
SRAM
1619
Stone Ridge Asset Management
New York
$263K
HK
1620
Horizon Kinetics
New York
$261K +$276K +2,480 New
LCM
1621
Lucas Capital Management
New Jersey
$261K +$277K +2,486 New
AGA
1622
Accuvest Global Advisors
Utah
$260K
CBOR
1623
Community Bank of Raymore
Missouri
$258K
KFS
1624
Kurt F. Somerville
$254K -$27.9K -250 -9%
BWFM
1625
Bridgewater Wealth & Financial Management
Maryland
$254K +$4.79K +43 +2%