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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2251
WPG Advisers
Maryland
$742K -$24.4K -200 -3%
BA
2252
Ballast Advisors
Minnesota
$742K
YCG
2253
Yeomans Consulting Group
Georgia
$741K -$278K -2,280 -26%
ABWM
2254
Alpine Bank Wealth Management
Colorado
$741K -$37.8K -310 -5%
BMWM
2255
Brown Miller Wealth Management
Virginia
$740K +$30.5K +250 +4%
AAG
2256
Armstrong Advisory Group
Massachusetts
$739K -$31.7K -260 -4%
BG
2257
Bahl & Gaynor
Ohio
$739K -$23.2K -190 -3%
SA
2258
SFI Advisors
New Jersey
$737K -$6.1K -50 -0.8%
CAG
2259
Curtis Advisory Group
California
$735K +$25.6K +210 +4%
AHL
2260
Abel Hall LLC
Louisiana
$730K -$25.6K -210 -3%
LWM
2261
Laidlaw Wealth Management
New York
$730K +$81.8K +670 +12%
HWM
2262
Horizon Wealth Management
Illinois
$729K
FPL
2263
Fortress Private Ledger
North Carolina
$729K +$265K +2,170 +55%
EFG
2264
Embree Financial Group
Illinois
$728K +$29.3K +240 +4%
AGC
2265
Aspen Grove Capital
Colorado
$728K -$150K -1,230 -17%
TCOO
2266
Trust Company of Oklahoma
Oklahoma
$727K -$28.1K -230 -4%
PWW
2267
Pettyjohn Wood & White
Virginia
$725K +$492K +4,030 +200%
RCG
2268
Ruane, Cunniff & Goldfarb
New York
$724K -$2.44K -20 -0.3%
AWM
2269
Ameliora Wealth Management
Switzerland
$724K
CPA
2270
Cathy Pareto & Associates
Florida
$724K +$4.88K +40 +0.7%
TCOV
2271
Trust Company of Vermont
Vermont
$724K +$7.32K +60 +1%
HWM
2272
Hohimer Wealth Management
Washington
$723K -$42.7K -350 -5%
WIC
2273
Whitegate Investment Counselors
New Hampshire
$719K
Cohen & Steers
2274
Cohen & Steers
New York
$719K +$269K +2,200 +58%
CFA
2275
Capstone Financial Advisors
Illinois
$718K +$8.54K +70 +1%