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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1126
Keebeck Wealth Management
Illinois
$2.96M +$139K +1,758 +5%
HIC
1127
Holderness Investments Company
North Carolina
$2.96M +$38.7K +491 +1%
EFS
1128
Essex Financial Services
Connecticut
$2.95M -$278K -3,530 -9%
AAS
1129
Ameritas Advisory Services
Nebraska
$2.94M +$215K +2,723 +8%
SWP
1130
Strategic Wealth Partners
Ohio
$2.94M -$87.2K -1,106 -3%
RHDIC
1131
R.H. Dinel Investment Counsel
California
$2.94M
DIA
1132
Dean Investment Associates
Ohio
$2.93M +$25.6K +325 +0.9%
FM
1133
Foster & Motley
Ohio
$2.92M +$28.2K +358 +1%
WKWM
1134
Walter & Keenan Wealth Management
Indiana
$2.92M
ADL
1135
Asset Dedication LLC
California
$2.92M +$424K +5,383 +18%
HW
1136
Hancock Whitney
Mississippi
$2.92M -$86.1K -1,092 -3%
CPA
1137
Court Place Advisors
Maryland
$2.92M -$454K -5,764 -14%
HKAM
1138
Horizon Kinetics Asset Management
New York
$2.91M +$8.04K +102 +0.3%
MSA
1139
Marino Stram & Associates
Massachusetts
$2.91M -$112K -1,417 -4%
DWM
1140
Dakota Wealth Management
Florida
$2.91M -$3.77M -47,834 -57%
BA
1141
Bennicas & Associates
California
$2.91M -$3.94K -50 -0.1%
MWM
1142
Modera Wealth Management
New Jersey
$2.91M -$19.5K -247 -0.7%
BCFS
1143
Butensky & Cohen Financial Security
Florida
$2.88M +$859K +10,898 +45%
IAS
1144
IMA Advisory Services
Colorado
$2.88M +$39.2K +497 +1%
GL
1145
Graypoint LLC
New York
$2.87M +$47.1K +598 +2%
PAM
1146
Pegasus Asset Management
New York
$2.87M +$9.38K +119 +0.3%
AFM
1147
Abbot Financial Management
Massachusetts
$2.87M -$3.86K -49 -0.1%
SC
1148
Searle & Co
Connecticut
$2.86M +$23.7K +300 +0.9%
LPT
1149
Legacy Private Trust
Wisconsin
$2.86M +$133K +1,684 +5%
AWA
1150
Arete Wealth Advisors
Illinois
$2.86M +$65.3K +828 +2%