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Name Holding Trade Value Shares
Change
Change in
Stake
Fundsmith Investment Services
1076
Fundsmith Investment Services
Mauritius
$3.87M +$970K +2,804 +35%
Modera Wealth Management
1077
Modera Wealth Management
New Jersey
$3.87M +$2.74M +7,920 +279%
CWP
1078
CFM Wealth Partners
Texas
$3.86M +$14.9K +43 +0.4%
VCA
1079
Verdence Capital Advisors
Maryland
$3.85M +$93K +269 +3%
Ashton Thomas Private Wealth
1080
Ashton Thomas Private Wealth
Arizona
$3.84M +$788K +2,278 +27%
CA
1081
Cornerstone Advisory
Maryland
$3.83M +$371K +1,073 +11%
LWM
1082
Lyell Wealth Management
California
$3.82M -$1.43M -4,149 -28%
BOC
1083
Barbara Oil Co
Illinois
$3.81M – – –
AA
1084
Altrafin AG
$3.8M +$3.66M +10,588 New
MC
1085
Mathes Company
New York
$3.79M – – –
IFWM
1086
Institute for Wealth Management
Colorado
$3.79M +$64.3K +186 +2%
CreativeOne Wealth
1087
CreativeOne Wealth
Kansas
$3.79M +$268K +774 +8%
Bahl & Gaynor
1088
Bahl & Gaynor
Ohio
$3.78M -$561K -1,622 -13%
LBC
1089
Lawrence B. Cohen
$3.77M -$157K -455 -4%
IIA
1090
ICW Investment Advisors
Arizona
$3.77M -$6.92K -20 -0.2%
M2MC
1091
Matthew 25 Management Corp
Pennsylvania
$3.77M -$519K -1,500 -13%
CWM
1092
CMH Wealth Management
New Hampshire
$3.77M +$305K +883 +9%
OMC
1093
Overbrook Management Corp
New York
$3.77M -$379K -1,096 -9%
Vanguard Capital Wealth Advisors
1094
Vanguard Capital Wealth Advisors
Colorado
$3.75M +$4.15K +12 +0.1%
Vestmark Advisory Solutions
1095
Vestmark Advisory Solutions
Massachusetts
$3.75M +$12.4K +36 +0.3%
MD Financial Management
1096
MD Financial Management
Ontario, Canada
$3.75M +$77.8K +225 +2%
Segall Bryant & Hamill
1097
Segall Bryant & Hamill
Illinois
$3.75M -$29.4K -85 -0.8%
GIA
1098
Gladstone Institutional Advisory
Florida
$3.73M +$979K +2,831 +37%
Hennessy Advisors Inc
1099
Hennessy Advisors Inc
California
$3.73M +$585K +1,692 +19%
NC
1100
NBW Capital
Massachusetts
$3.73M +$336K +973 +10%