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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1426
Alchemi Wealth
Connecticut
$1.78M -$234K -2,655 -10%
MC
1427
Mirabaud & Cie
Switzerland
$1.78M +$70K +795 +3%
FCM
1428
Fourpath Capital Management
Oklahoma
$1.78M -$70.9K -805 -3%
TCA
1429
Transcend Capital Advisors
New Jersey
$1.77M -$546K -6,201 -20%
HCM
1430
HMS Capital Management
Tennessee
$1.77M -$52.9K -601 -2%
GGI
1431
GPM Growth Investors
Michigan
$1.77M -$219K -2,487 -9%
EIA
1432
Edgemoor Investment Advisors
Maryland
$1.77M +$324K +3,677 +17%
OPW
1433
Osprey Private Wealth
New York
$1.77M +$1.24M +14,101 +132%
PPWM
1434
Paragon Private Wealth Management
Kentucky
$1.76M -$514K -5,836 -19%
VCP
1435
Verus Capital Partners
Arizona
$1.76M +$214K +2,434 +11%
FFA
1436
Fragasso Financial Advisors
Pennsylvania
$1.75M -$231K -2,627 -10%
TAM
1437
Tealwood Asset Management
Minnesota
$1.75M +$601K +6,824 +38%
ISB
1438
Iowa State Bank
Iowa
$1.75M +$33.4K +379 +2%
KA
1439
KLCM Advisors
Wisconsin
$1.74M +$1.74M +19,756 +423%
CCM
1440
Cohen Capital Management
California
$1.74M +$881K +10,000 +69%
F8IS
1441
Figure 8 Investment Strategies
Idaho
$1.74M +$45.8K +520 +2%
ISS
1442
Intesa Sanpaolo SpA.
Italy
$1.74M -$218K -2,479 -9%
BMWS
1443
Brady Martz Wealth Solutions
North Dakota
$1.73M +$51.5K +585 +2%
Parnassus Investments
1444
Parnassus Investments
California
$1.73M -$390K -4,426 -15%
RBC
1445
Romano Brothers & Co
Illinois
$1.73M +$41.7K +474 +2%
PP
1446
PDS Planning
Ohio
$1.73M -$228K -2,590 -10%
OA
1447
Operose Advisors
Wisconsin
$1.73M +$2.13M +24,170 New
HNW
1448
High Note Wealth
Minnesota
$1.72M -$10.7K -121 -0.5%
TCCM
1449
Timber Creek Capital Management
Massachusetts
$1.72M -$336K -3,819 -14%
LAM
1450
L2 Asset Management
Massachusetts
$1.72M +$103K +1,165 +5%