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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1351
Corton Capital
Ontario, Canada
$821K -$228K -2,216 -21%
SI
1352
Scharf Investments
California
$821K +$37.6K +366 +4%
IC
1353
Inscription Capital
Texas
$820K -$126K -1,223 -12%
GG
1354
Gleason Group
Kentucky
$820K +$2.67K +26 +0.3%
KWM
1355
Keebeck Wealth Management
Illinois
$820K -$103K -997 -10%
ACMA
1356
Arbor Capital Management (Alaska)
Alaska
$810K +$26.3K +256 +3%
DL
1357
DOHJ LLC
Washington
$807K +$126K +1,227 +17%
T. Rowe Price Investment Management
1358
T. Rowe Price Investment Management
Maryland
$806K +$680K +6,615 +367%
RWB
1359
RMR Wealth Builders
New Jersey
$805K +$504K +4,903 +139%
PL
1360
Plancorp LLC
Missouri
$805K +$89.5K +870 +12%
RFA
1361
RTD Financial Advisors
Pennsylvania
$804K
KOC
1362
Koss-Olinger Consulting
Florida
$800K +$436K +4,239 +103%
ESB
1363
Essex Savings Bank
Connecticut
$799K +$72.7K +707 +9%
KIC
1364
Kensington Investment Counsel
California
$799K +$26.2K +255 +3%
FCP
1365
Fidelis Capital Partners
Florida
$794K +$78.1K +759 +10%
MA
1366
MCF Advisors
Kentucky
$794K -$25.3K -246 -3%
GC
1367
Gilbert & Cook
Iowa
$793K +$559K +5,436 +190%
AWA
1368
Arkadios Wealth Advisors
Georgia
$792K -$217K -2,108 -20%
FNB
1369
Farmers National Bank
Kentucky
$791K +$8.95K +87 +1%
RGF
1370
Retirement Guys Formula
Ohio
$790K +$849K +8,257 New
TA
1371
TCM Advisors
West Virginia
$784K
AP
1372
Adero Partners
California
$784K +$81.5K +792 +11%
MPPW
1373
Mitchell & Pahl Private Wealth
Oklahoma
$781K +$174K +1,691 +26%
CL
1374
Choreo LLC
Illinois
$778K +$21K +204 +3%
DIA
1375
Dana Investment Advisors
Wisconsin
$775K +$16.9K +164 +2%