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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1626
44 Wealth Management
Oregon
$2.31M +$140K +244 +6%
AO
1627
Advisor OS
Illinois
$2.3M +$126K +219 +6%
MTC
1628
McDaniel Terry & Co
Texas
$2.3M – – –
KLI
1629
Kelman-Lazarov Inc
Tennessee
$2.29M +$5.17K +9 +0.2%
PCOTEOTHU
1630
Provident Company of the Employees of the Hebrew University
Israel
$2.29M – – –
BMWM
1631
Brown Miller Wealth Management
Virginia
$2.29M +$37.9K +66 +2%
SMC
1632
Smith, Moore & Co
Missouri
$2.29M +$19K +33 +0.8%
MIC
1633
Means Investment Company
Maine
$2.29M +$239K +416 +12%
RIA
1634
Richwood Investment Advisors
Ohio
$2.29M -$35K -61 -1%
GCGDR
1635
Geo Capital Gestora de Recursos
Brazil
$2.28M -$735K -1,279 -24%
SAW
1636
Signal Advisors Wealth
Michigan
$2.26M -$435K -757 -16%
RBA
1637
Richard Bernstein Advisors
New York
$2.25M -$3.15M -5,489 -58%
RMC
1638
Resources Management Corp
Connecticut
$2.24M -$17.8K -31 -0.8%
CCA
1639
Cobblestone Capital Advisors
New York
$2.24M +$62.6K +109 +3%
3IP
1640
3Chopt Investment Partners
Virginia
$2.24M +$218K +380 +11%
RA
1641
RiverPark Advisors
New York
$2.24M +$64.3K +112 +3%
R.M. Davis Inc
1642
R.M. Davis Inc
Maine
$2.24M +$211K +367 +10%
LCC
1643
Lincoln Capital Corp
Rhode Island
$2.23M -$14.9K -26 -0.7%
BCM
1644
Barden Capital Management
Texas
$2.23M – – –
LAM
1645
L2 Asset Management
Massachusetts
$2.22M +$153K +267 +7%
WP
1646
WealthShield Partners
North Carolina
$2.21M +$50.5K +88 +2%
CA
1647
Crewe Advisors
Utah
$2.21M +$2.23M +3,880 New
HAS
1648
HBW Advisory Services
California
$2.2M +$191K +332 +9%
PWPS
1649
Pinnacle Wealth Planning Services
Ohio
$2.2M +$173K +302 +8%
Focus Financial Network
1650
Focus Financial Network
Minnesota
$2.19M +$204K +356 +10%