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Name Holding Trade Value Shares
Change
Change in
Stake
MP
1026
McDonald Partners
Ohio
$7.42K +$7.33K +19 New
Altshuler Shaham
1027
Altshuler Shaham
Israel
$7K -$233K -604 -97%
TFO
1028
Tarbox Family Office
California
$6K – – –
LWA
1029
Lenox Wealth Advisors
New York
$6K +$2.31K +6 +67%
Hershey Trust Company
1030
Hershey Trust Company
Pennsylvania
$5K +$5.01K +13 New
CYG
1031
Clean Yield Group
Vermont
$4K – – –
Larson Financial Group
1032
Larson Financial Group
Missouri
$4K – – –
SC
1033
Schubert & Co
Texas
$4K +$3.86K +10 New
CAC
1034
Core Alternative Capital
Georgia
$4K +$4.24K +11 New
APC
1035
Aspire Private Capital
North Carolina
$3K – – –
NIC
1036
Northwest Investment Counselors
Oregon
$3K +$3.09K +8 New
HIA
1037
Harbor Investment Advisory
Maryland
$2K -$103K -267 -98%
Avior Wealth Management
1038
Avior Wealth Management
Nebraska
$2K – – –
CCA
1039
Column Capital Advisors
Indiana
$2K – – –
ONST
1040
Old North State Trust
North Carolina
$2K – – –
CSWM
1041
Cassady Schiller Wealth Management
Ohio
$2K +$1.93K +5 New
S
1042
Surevest
California
$2K +$1.93K +5 New
GFPC
1043
Global Financial Private Client
Florida
$1.56K – – –
BAM
1044
Bellevue Asset Management
Washington
$1K – – –
BA
1045
Bellwether Advisors
Nebraska
$1K – – –
CWP
1046
Concord Wealth Partners
Virginia
$1K – – –
Country Trust Bank
1047
Country Trust Bank
Illinois
$1K – – –
PA
1048
PSI Advisors
Florida
$1K – – –
AA
1049
Addison Advisors
Vermont
$1K +$1.16K +3 New
CWM
1050
Curi Wealth Management
North Carolina
$1K +$1.16K +3 New