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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
2601
WR Wealth Planners
Missouri
$3.88M -$362K -3,065 -9%
NPA
2602
Nichols & Pratt Advisers
Massachusetts
$3.88M -$354K -3,000 -9%
TNAM
2603
Terra Nova Asset Management
New York
$3.88M -$1.25M -10,592 -25%
CAM
2604
Columbia Asset Management
Michigan
$3.88M +$317K +2,682 +9%
SIC
2605
Samalin Investment Counsel
New York
$3.87M -$48.5K -411 -1%
MAG
2606
M3 Advisory Group
Massachusetts
$3.87M -$45.2K -383 -1%
GWM
2607
GSB Wealth Management
Connecticut
$3.87M +$160K +1,353 +4%
XSC
2608
X-Square Capital
Puerto Rico
$3.87M -$1.29M -10,899 -25%
PMFA
2609
Plante Moran Financial Advisors
Michigan
$3.86M -$1.26M -10,690 -25%
NPP
2610
New Potomac Partners
Maryland
$3.86M -$99.6K -843 -3%
KDA
2611
Kraft Davis & Associates
Missouri
$3.86M -$46.7K -395 -1%
WA
2612
Wealth Architects
California
$3.86M +$29.8K +252 +0.8%
BG
2613
BDF Gestion
France
$3.85M
QFA
2614
Quantum Financial Advisors
California
$3.85M +$189K +1,601 +5%
VIP
2615
Vista Investment Partners
Oklahoma
$3.85M -$42.5K -360 -1%
BFA
2616
Beacon Financial Advisory
Ohio
$3.84M -$184K -1,559 -5%
TIA
2617
Traphagen Investment Advisors
New Jersey
$3.83M +$102K +860 +3%
B
2618
Bellecapital
Switzerland
$3.83M -$701K -5,935 -16%
PA
2619
PSI Advisors
Florida
$3.83M +$618K +5,235 +20%
PCTC
2620
Perkins Coie Trust Company
Washington
$3.83M +$3.61M +30,598 +3,362%
LA
2621
LM Advisors
California
$3.82M +$795K +6,730 +27%
LT
2622
Legacy Trust
Michigan
$3.81M +$220K +1,866 +6%
MWA
2623
Merkkuri Wealth Advisors
New York
$3.81M +$287K +2,428 +341%
KFI
2624
Key Financial Inc
Pennsylvania
$3.8M +$47.2K +400 +1%
GA
2625
Goldstein Advisors
Wisconsin
$3.79M +$389K +3,289 +12%