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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1251
ICW Investment Advisors
Arizona
$688K +$9.57K +15 +1%
AIC
1252
Argus Investors Counsel
New York
$687K -$7.66K -12 -1%
YC
1253
Yarbrough Capital
Tennessee
$686K
ALAM
1254
Asahi Life Asset Management
Japan
$683K -$51.1K -80 -7%
KFP
1255
KMG Fiduciary Partners
Ohio
$683K
WG
1256
Winton Group
United Kingdom
$681K +$668K +1,047 New
MI
1257
Motiv8 Investments
Florida
$676K +$130K +203 +24%
WBG
1258
Wharton Business Group
Pennsylvania
$673K
GWMR
1259
GC Wealth Management RIA
Massachusetts
$669K -$22.3K -35 -3%
EFS
1260
Essex Financial Services
Connecticut
$665K +$52.3K +82 +9%
TIA
1261
Tiemann Investment Advisors
California
$660K -$22.3K -35 -3%
AWA
1262
Aaron Wealth Advisors
Illinois
$658K
PTC
1263
Private Trust Company
Ohio
$656K -$29.4K -46 -4%
JAG
1264
Journey Advisory Group
Kentucky
$655K +$46.6K +73 +8%
SHGA
1265
Sand Hill Global Advisors
California
$655K -$8.3K -13 -1%
BOC
1266
Bull Oak Capital
California
$653K +$1.28K +2 +0.2%
WC
1267
Waterloo Capital
Texas
$651K +$201K +315 +46%
CPW
1268
Catalyst Private Wealth
California
$651K -$23.6K -37 -4%
RC
1269
RBF Capital
California
$650K
GCM
1270
Glaxis Capital Management
Florida
$650K +$638K +1,000 New
BC
1271
Burney Company
Virginia
$647K -$62.6K -98 -9%
ICP
1272
Interchange Capital Partners
Pennsylvania
$647K +$130K +204 +27%
PCTC
1273
Perkins Coie Trust Company
Washington
$645K -$5.11K -8 -0.8%
C
1274
Certuity
Florida
$644K -$701K -1,098 -53%
WSTAM
1275
Wilbanks Smith & Thomas Asset Management
Virginia
$644K +$12.1K +19 +2%