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Name Holding Trade Value Shares
Change
Change in
Stake
SRA
1701
Secured Retirement Advisors
Minnesota
$2.02M -$637K -1,110 -24%
APGDR
1702
Absoluto Partners Gestao de Recursos
Brazil
$2.01M -$375K -653 -16%
JHP
1703
James Hambro & Partners
United Kingdom
$2.01M -$33.9K -59 -2%
GTS Securities
1704
GTS Securities
Florida
$2M +$524K +913 +35%
MCM
1705
Manchester Capital Management
Vermont
$2M -$571K -995 -22%
CPL
1706
Capital & Planning LLC
Georgia
$2M +$389K +678 +24%
TWM
1707
Thrive Wealth Management
Pennsylvania
$1.99M +$62K +108 +3%
HI
1708
Harper Investing
California
$1.99M +$320K +558 +19%
AF
1709
Arrow Financial
New York
$1.99M -$107K -187 -5%
APA
1710
Astoria Portfolio Advisors
New York
$1.98M -$286K -498 -13%
SB
1711
Strategic Blueprint
Georgia
$1.98M -$555K -966 -22%
HNB
1712
Hilltop National Bank
Wyoming
$1.98M +$101K +176 +5%
Waldron Private Wealth
1713
Waldron Private Wealth
Pennsylvania
$1.95M +$172K +299 +10%
Kestra Investment Management
1714
Kestra Investment Management
Texas
$1.94M +$293K +510 +18%
CFA
1715
Cahill Financial Advisors
Minnesota
$1.94M -$21.2K -37 -1%
CCFM
1716
Clear Creek Financial Management
Washington
$1.94M +$6.89K +12 +0.4%
SFG
1717
Synergy Financial Group
California
$1.93M -$36.2K -63 -2%
WIC
1718
Woodmont Investment Counsel
Tennessee
$1.92M -$372K -648 -16%
VST
1719
Van Strum & Towne
California
$1.92M – – –
AWCI
1720
Alpine Woods Capital Investors
New York
$1.92M +$281K +490 +17%
Alpha Cubed Investments
1721
Alpha Cubed Investments
California
$1.91M -$158K -275 -8%
CCFCSB
1722
Cape Cod Five Cents Savings Bank
Massachusetts
$1.91M – – –
SI
1723
Shaker Investments
Ohio
$1.91M +$1.93M +3,356 New
SHFA
1724
SS&H Financial Advisors
Michigan
$1.91M +$144K +250 +8%
Robertson Stephens Wealth Management
1725
Robertson Stephens Wealth Management
California
$1.91M -$232K -404 -11%