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Name Holding Trade Value Shares
Change
Change in
Stake
HHCP
1526
Hilton Head Capital Partners
South Carolina
$2.19M -$3.23K -28 -0.2%
NPT
1527
National Philanthropic Trust
Pennsylvania
$2.19M +$75.3K +652 +4%
FIM
1528
Fruth Investment Management
Texas
$2.18M -$34.6K -300 -2%
W
1529
Wealthquest
Ohio
$2.17M +$58.9K +510 +3%
KSB
1530
Kennebec Savings Bank
Maine
$2.17M -$35.9K -311 -2%
QIM
1531
Quest Investment Management
Oregon
$2.17M
BWP
1532
BSW Wealth Partners
Colorado
$2.16M -$77.2K -669 -4%
PE
1533
PCM Encore
Colorado
$2.16M +$104K +897 +5%
WPP
1534
Whalerock Point Partners
Rhode Island
$2.15M
CIA
1535
Compass Ion Advisors
Pennsylvania
$2.14M -$18K -156 -0.9%
TFS
1536
Thoroughbred Financial Services
Tennessee
$2.14M +$169K +1,467 +9%
GAG
1537
GM Advisory Group
New York
$2.14M -$45.3K -392 -2%
WMWM
1538
Whitaker-Myers Wealth Managers
Ohio
$2.13M +$2.04M +17,699 New
PJSIMP
1539
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.13M -$11.5K -100 -0.6%
FAP
1540
Financial Advisory Partners
Florida
$2.12M -$232K -2,008 -10%
BAAM
1541
Baker Avenue Asset Management
California
$2.12M +$435K +3,769 +27%
TWM
1542
Thrive Wealth Management
Pennsylvania
$2.12M -$52.3K -453 -3%
AEPWM
1543
Atlantic Edge Private Wealth Management
Florida
$2.12M +$619K +5,358 +44%
VIA
1544
Virtus Investment Advisers
Connecticut
$2.12M +$2.03M +17,585 New
PP
1545
PDS Planning
Ohio
$2.11M +$87.5K +758 +5%
PPWP
1546
Premier Path Wealth Partners
New Jersey
$2.11M +$433K +3,748 +27%
BWM
1547
BNC Wealth Management
Oregon
$2.11M +$2.03M +17,571 New
SSW
1548
Stone Summit Wealth
Florida
$2.11M +$610K +5,280 +43%
ONSWM
1549
Old North State Wealth Management
North Carolina
$2.11M -$426K -3,694 -17%
MJP
1550
Michael J. Puzo
$2.11M