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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1551
Aspiriant LLC
California
$2.26M +$249K +2,125 +14%
BCP
1552
Berkeley Capital Partners
Georgia
$2.24M +$30.7K +262 +2%
AEPWM
1553
Atlantic Edge Private Wealth Management
Florida
$2.24M -$19.5K -167 -0.9%
CMP
1554
Christine Messmer PC
Pennsylvania
$2.24M +$3.75K +32 +0.2%
SSW
1555
Stone Summit Wealth
Florida
$2.24M -$16.4K -140 -0.8%
BWP
1556
Bernardo Wealth Planning
Pennsylvania
$2.24M +$39.2K +335 +2%
PJSIMP
1557
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.23M -$35.1K -300 -2%
CIA
1558
Compass Ion Advisors
Pennsylvania
$2.23M -$47.9K -409 -2%
MJP
1559
Michael J. Puzo
$2.23M -$23.4K -200 -1%
CAM
1560
Cypress Asset Management
Texas
$2.22M +$20.7K +177 +1%
LWP
1561
LeClair Wealth Partners
Ohio
$2.22M +$2.02M +17,254 New
AWP
1562
Ascent Wealth Partners
New York
$2.22M +$49.3K +421 +3%
LF
1563
Lantz Financial
Illinois
$2.21M -$35.6K -304 -2%
ST
1564
Sentinel Trust
Texas
$2.21M +$24.5K +209 +1%
SIAG
1565
Signet Investment Advisory Group
Rhode Island
$2.21M +$20.5K +175 +1%
SL
1566
Sentinus LLC
Illinois
$2.19M +$146K +1,248 +8%
MPAM
1567
Murphy Pohlad Asset Management
Minnesota
$2.19M – – –
MAM
1568
Milestone Asset Management
Pennsylvania
$2.18M +$905K +7,729 +84%
WHC
1569
Wulff, Hansen & Co
California
$2.18M -$68.5K -585 -3%
CPBTD
1570
Central Pacific Bank - Trust Division
Hawaii
$2.17M +$993K +8,487 +101%
TFA
1571
Transamerica Financial Advisors
Florida
$2.17M +$234 +2 +0%
ADL
1572
Asset Dedication LLC
California
$2.17M +$5.27K +45 +0.3%
OA
1573
Oak Associates
Ohio
$2.16M – – –
KSB
1574
Kennebec Savings Bank
Maine
$2.16M -$143K -1,219 -7%
CFD
1575
Creative Financial Designs
Indiana
$2.16M +$39.2K +335 +2%