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Name Holding Trade Value Shares
Change
Change in
Stake
NPT
2376
National Philanthropic Trust
Pennsylvania
$11.8M -$1.1M -2,613 -9%
HWMG
2377
Hurlow Wealth Management Group
Indiana
$11.8M -$90.8K -215 -0.8%
LMKC
2378
L.M. Kohn & Company
Ohio
$11.8M -$424K -1,004 -4%
LAIC
2379
Lederer & Associates Investment Counsel
California
$11.8M -$444K -1,051 -4%
PMFA
2380
Plante Moran Financial Advisors
Michigan
$11.8M +$330K +781 +3%
BFA
2381
Buttonwood Financial Advisors
Maryland
$11.8M -$1.49M -3,528 -12%
CCA
2382
Childress Capital Advisors
Texas
$11.8M +$230K +544 +2%
S
2383
SimplyRich
California
$11.8M
PP
2384
Pegasus Partners
Wisconsin
$11.7M -$949K -2,246 -8%
BIM
2385
Barton Investment Management
Pennsylvania
$11.7M
XT
2386
XTX Topco
Cayman Islands
$11.7M +$8.07M +19,120 +271%
HA
2387
Hamel Associates
New Jersey
$11.7M -$75.6K -179 -0.7%
HR
2388
Hardy Reed
Mississippi
$11.7M +$8.98M +21,265 +436%
SFI
2389
SPC Financial Inc
Maryland
$11.7M +$416K +984 +4%
AA
2390
Advisory Alpha
Michigan
$11.6M +$1.59M +3,773 +17%
MCM
2391
McDonough Capital Management
Florida
$11.6M +$256K +605 +2%
LCM
2392
Liberty Capital Management
Michigan
$11.6M +$226K +536 +2%
MA
2393
MYDA Advisors
New York
$11.6M +$3.8M +9,000 +53%
DWM
2394
Dynasty Wealth Management
Florida
$11.6M +$385K +912 +4%
HIM
2395
Herald Investment Management
United Kingdom
$11.6M -$422K -1,000 -4%
HAM
2396
Harmony Asset Management
Arizona
$11.6M +$970K +2,297 +10%
FWC
2397
First Washington Corp
Washington
$11.6M -$1.18M -2,783 -10%
CSPAM
2398
Cary Street Partners Asset Management
Virginia
$11.6M +$781K +1,849 +8%
ESB
2399
Essex Savings Bank
Connecticut
$11.6M -$479K -1,134 -4%
DJYG
2400
David J. Yvars Group
Florida
$11.6M +$213K +504 +2%