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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1051
Thrive Wealth Management
Pennsylvania
$1.21M -$42.8K -67 -3%
PPWP
1052
Premier Path Wealth Partners
New Jersey
$1.21M -$37.7K -59 -3%
SIA
1053
Schear Investment Advisers
Ohio
$1.2M +$96.5K +151 +9%
GWS
1054
Greykasell Wealth Strategies
California
$1.2M +$1.22M +1,906 New
UAS
1055
United Asset Strategies
New York
$1.2M +$72.2K +113 +6%
BOC
1056
Barbara Oil Co
Illinois
$1.19M
MMG
1057
Monetary Management Group
Missouri
$1.19M +$12.8K +20 +1%
OC
1058
Oarsman Capital
Wisconsin
$1.19M -$24.9K -39 -2%
RCM
1059
Riverpark Capital Management
New York
$1.19M
RAM
1060
Ramirez Asset Management
New York
$1.18M
CAMV
1061
Concord Asset Management (Virginia)
Virginia
$1.18M +$317K +496 +36%
SQA
1062
Simon Quick Advisors
New Jersey
$1.17M +$129K +202 +12%
OIS
1063
Okabena Investment Services
Minnesota
$1.17M -$447K -700 -27%
MA
1064
MJP Associates
Connecticut
$1.17M +$52.4K +82 +5%
EI
1065
Ellevest Inc
New York
$1.17M -$41.5K -65 -3%
CWP
1066
Concord Wealth Partners
Virginia
$1.16M +$340K +532 +40%
AWP
1067
Accretive Wealth Partners
New Jersey
$1.16M -$1.28K -2 -0.1%
GRP
1068
Global Retirement Partners
California
$1.16M +$30.7K +48 +3%
TSMHT
1069
Thurston Springer Miller Herd & Titak
Indiana
$1.16M +$383K +600 +49%
WA
1070
Wealth Alliance
New York
$1.15M -$5.11K -8 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
1071
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14M +$29.4K +46 +3%
BFA
1072
Brown Financial Advisors
Ohio
$1.14M +$116K +181 +11%
DS
1073
DRW Securities
Illinois
$1.14M -$586K -917 -34%
PI
1074
Pettee Investors
Connecticut
$1.14M
ESBC
1075
E.S. Barr & Co
Kentucky
$1.14M -$3.83K -6 -0.3%