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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
2651
Great Diamond Partners
Maine
$2.51M +$394K +638 +23%
WKWM
2652
Walter & Keenan Wealth Management
Indiana
$2.5M +$347K +561 +20%
RWM
2653
Rezny Wealth Management
Florida
$2.5M +$45.1K +73 +2%
CCA
2654
Corps Capital Advisors
Texas
$2.49M +$59.9K +97 +3%
ES
2655
Element Squared
Minnesota
$2.49M +$2.09M +3,375 New
TCM
2656
Traub Capital Management
Massachusetts
$2.49M +$2.08M +3,367 New
RWM
2657
Revisor Wealth Management
Ohio
$2.48M +$436K +705 +26%
PBO
2658
Peoples Bank (Ohio)
Ohio
$2.48M +$21K +34 +1%
TPWA
2659
TRUE Private Wealth Advisors
Oregon
$2.48M -$6.18K -10 -0.3%
WA
2660
WBH Advisory
Maryland
$2.48M -$88.4K -143 -4%
FA
2661
FDx Advisors
Illinois
$2.47M +$6.18K +10 +0.3%
SXL
2662
Summit X LLC
Missouri
$2.47M +$179K +289 +9%
HVP
2663
Hudson Value Partners
Florida
$2.47M +$435K +704 +27%
1IA
2664
1834 Investment Advisors
Wisconsin
$2.47M +$37.7K +61 +2%
FIA
2665
FNY Investment Advisers
New York
$2.47M +$674K +1,090 +48%
CCA
2666
Cobblestone Capital Advisors
New York
$2.46M +$35.8K +58 +2%
TWP
2667
Tempus Wealth Planning
California
$2.46M +$84.7K +137 +4%
BCG
2668
Breakwater Capital Group
New Jersey
$2.46M -$22.9K -37 -1%
KMWM
2669
Keudell/Morrison Wealth Management
Oregon
$2.46M +$47.6K +77 +2%
CWG
2670
Crown Wealth Group
North Carolina
$2.45M +$208K +336 +11%
TCG
2671
Tremblant Capital Group
Florida
$2.45M +$463K +749 +29%
WWM
2672
Waterway Wealth Management
Texas
$2.45M +$1.23M +1,990 +149%
BFO
2673
Biltmore Family Office
North Carolina
$2.45M +$43.9K +71 +2%
RWPA
2674
Richard W. Paul & Associates
Michigan
$2.45M -$16.7K -27 -0.8%
LA
2675
Lynch & Associates
Indiana
$2.45M +$309K +500 +18%