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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1901
Collective Family Office
Pennsylvania
$1.15M +$320K +700 +41%
EWM
1902
Empirical Wealth Management
Washington
$1.15M +$32.5K +71 +3%
PTC
1903
Provident Trust Company
Wisconsin
$1.15M
CPA
1904
Capital Planning Advisors
California
$1.15M -$11.9K -26 -1%
MM
1905
MQS Management
New York
$1.14M +$625K +1,367 +135%
RB
1906
Renasant Bank
Mississippi
$1.14M +$137K +300 +14%
APP
1907
Avantax Planning Partners
Iowa
$1.14M -$91K -199 -8%
MMM
1908
Mendel Money Management
Illinois
$1.14M +$2.29K +5 +0.2%
CBFP
1909
Cedar Brook Financial Partners
Ohio
$1.14M -$8.69K -19 -0.8%
PCH
1910
PGIM Custom Harvest
New Jersey
$1.14M +$3.2K +7 +0.3%
OFS
1911
OneAscent Financial Services
Alabama
$1.14M -$65.8K -144 -6%
AWP
1912
Accretive Wealth Partners
New Jersey
$1.13M -$11.4K -25 -1%
WCM
1913
Wallace Capital Management
Texas
$1.13M
ICM
1914
IMS Capital Management
Oregon
$1.13M +$43K +94 +4%
ZB
1915
Zions Bancorporation
Utah
$1.13M -$146K -320 -12%
IIM
1916
Ipswich Investment Management
Massachusetts
$1.12M
PC
1917
Permit Capital
Pennsylvania
$1.12M
GDP
1918
Great Diamond Partners
Maine
$1.12M +$15.1K +33 +1%
GVAG
1919
Great Valley Advisor Group
Delaware
$1.11M +$57.6K +126 +6%
SFG
1920
SevenBridge Financial Group
Pennsylvania
$1.11M +$5.03K +11 +0.4%
SCM
1921
Seascape Capital Management
New Hampshire
$1.11M -$16.5K -36 -2%
EAM
1922
Evanson Asset Management
California
$1.11M
CFG
1923
Carr Financial Group
Massachusetts
$1.11M
CCA
1924
Childress Capital Advisors
Texas
$1.11M -$8.23K -18 -0.8%
KLCM
1925
KG&L Capital Management
Louisiana
$1.11M +$44.3K +97 +4%