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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2251
Alterna Wealth Management
Texas
$597K
GIP
2252
Granite Investment Partners
California
$597K
BAM
2253
BOS Asset Management
Illinois
$596K -$11.4K -25 -2%
BFO
2254
Boston Family Office
Massachusetts
$596K
DSN
2255
D. Scott Neal
Kentucky
$596K -$6.83K -15 -1%
CIP
2256
Convergence Investment Partners
Florida
$594K -$14.6K -32 -2%
VC
2257
Veery Capital
Delaware
$592K -$2.28K -5 -0.4%
HKIM
2258
Hayek Kallen Investment Management
Alabama
$590K +$9.11K +20 +2%
BI
2259
BlueSpruce Investments
Illinois
$589K +$609K +1,336 New
CPA
2260
Cardiff Park Advisors
California
$588K +$24.6K +54 +4%
MC
2261
Matisse Capital
Oregon
$586K
AA
2262
Advisory Alpha
Michigan
$584K +$149K +328 +33%
S
2263
Sunpointe
Missouri
$584K +$9.57K +21 +2%
UAML
2264
US Asset Management LLC
Pennsylvania
$581K -$6.38K -14 -1%
PWM
2265
Proathlete Wealth Management
Florida
$581K +$456 +1 +0.1%
FWP
2266
Firethorn Wealth Partners
Georgia
$580K +$26K +57 +5%
AFP
2267
Ausdal Financial Partners
Iowa
$576K +$36.4K +80 +7%
T
2268
TOBAM
France
$576K -$194K -425 -25%
GF
2269
Gries Financial
Ohio
$574K -$1.06M -2,337 -64%
CAM
2270
Claret Asset Management
Quebec, Canada
$571K +$33.7K +74 +6%
MW
2271
MBL Wealth
North Carolina
$571K +$456 +1 +0.1%
WCM
2272
Wedge Capital Management
North Carolina
$569K -$50.6K -111 -8%
NB
2273
Northwest Bancshares
Pennsylvania
$567K
EWM
2274
Evermay Wealth Management
Virginia
$564K
SC
2275
Skylands Capital
Wisconsin
$562K -$11.4K -25 -2%