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Name Holding Trade Value Shares
Change
Change in
Stake
NG
1301
Northstar Group
New York
$1.89M +$133K +1,750 +7%
BTWM
1302
Baker Tilly Wealth Management
Wisconsin
$1.89M +$165K +2,166 +9%
GWI
1303
Grace & White Inc
New York
$1.89M
WOC
1304
West Oak Capital
California
$1.89M +$50.2K +660 +3%
WFAG
1305
Wescott Financial Advisory Group
Pennsylvania
$1.89M -$39.5K -520 -2%
IA
1306
Insight Advisors
Pennsylvania
$1.87M +$39.8K +523 +3%
Hudson Bay Capital Management
1307
Hudson Bay Capital Management
Connecticut
$1.87M -$1.53M -20,135 -45%
PA
1308
PFG Advisors
Arizona
$1.86M -$57.4K -755 -3%
KFGK
1309
Keystone Financial Group (Kentucky)
Kentucky
$1.86M +$10.7K +141 +0.6%
FG
1310
Fiduciary Group
Georgia
$1.85M +$10.1K +133 +0.6%
FNB
1311
Farmers National Bank
Kentucky
$1.85M +$1.72M +22,618 New
9WM
1312
9258 Wealth Management
Ohio
$1.85M +$22.2K +292 +1%
SSWM
1313
Sheets Smith Wealth Management
North Carolina
$1.85M +$54.6K +718 +3%
W
1314
Wealthquest
Ohio
$1.85M -$111K -1,461 -6%
CPO
1315
Cerity Partners OCIO
New York
$1.84M -$3.21M -42,201 -63%
TAM
1316
Trust Asset Management
Texas
$1.84M +$123K +1,618 +7%
WP
1317
WMS Partners
Maryland
$1.84M +$272K +3,570 +17%
GWCM
1318
Godshalk Welsh Capital Management
Pennsylvania
$1.83M -$36.1K -475 -2%
MWM
1319
Mission Wealth Management
California
$1.83M -$6.24K -82 -0.3%
TPA
1320
Trivium Point Advisory
Connecticut
$1.83M -$38.8K -510 -2%
CCM
1321
Compton Capital Management
Rhode Island
$1.82M +$110K +1,450 +6%
BCM
1322
Buckhead Capital Management
Georgia
$1.82M +$136K +1,785 +8%
HWA
1323
HCR Wealth Advisors
California
$1.82M -$17.8K -234 -1%
MYLI
1324
Meiji Yasuda Life Insurance
Japan
$1.81M -$237K -3,120 -11%
BWA
1325
BDO Wealth Advisors
Florida
$1.81M +$113K +1,487 +7%