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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
2326
Boston Family Office
Massachusetts
$869K +$35.2K +63 +4%
KDA
2327
Kraft Davis & Associates
Missouri
$868K -$43.6K -78 -5%
WFMPM
2328
Woodley Farra Manion Portfolio Management
Indiana
$868K +$5.59K +10 +0.7%
SDWIA
2329
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$867K +$7.27K +13 +0.9%
FCM
2330
Family Capital Management
Michigan
$867K -$190K -340 -18%
VIA
2331
Victrix Investment Advisors
Florida
$866K
TW
2332
Traveka Wealth
California
$865K -$23.5K -42 -3%
NRW
2333
Nova R Wealth
Kansas
$863K -$91.7K -164 -10%
SVWAG
2334
Sound View Wealth Advisors Group
Georgia
$861K -$36.3K -65 -4%
PHAM
2335
Palisades Hudson Asset Management
Florida
$861K
MFS
2336
Miller Financial Services
Michigan
$860K -$6.71K -12 -0.8%
SIC
2337
Salem Investment Counselors
North Carolina
$859K -$52.5K -94 -6%
FRM
2338
Fox Run Management
Connecticut
$857K +$840K +1,502 New
JA
2339
JVL Associates
Michigan
$857K +$5.03K +9 +0.6%
LCS
2340
Levin Capital Strategies
New York
$856K
PWA
2341
Physician Wealth Advisors
Utah
$856K +$28K +50 +3%
KA
2342
KLCM Advisors
Wisconsin
$855K -$15.1K -27 -2%
NF
2343
Nvest Financial
New Hampshire
$854K +$159K +284 +23%
SFWC
2344
Strategic Family Wealth Counselors
New Jersey
$851K +$895K +1,601 New
SGAM
2345
Smith Group Asset Management
Texas
$851K +$179K +320 +27%
AFA
2346
AA Financial Advisors
Ohio
$850K -$68.2K -122 -8%
BWM
2347
Baron Wealth Management
Michigan
$850K
KC
2348
Knuff & Co
California
$848K
WDG
2349
Wealth Dimensions Group
Ohio
$847K -$110K -197 -12%
SWA
2350
SFMG Wealth Advisors
Texas
$846K +$356K +637 +75%