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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1751
Collective Family Office
Pennsylvania
$1.73M +$419K +16,700 +36%
PGCM
1752
Prescott Group Capital Management
Oklahoma
$1.73M -$2.26M -90,000 -59%
AP
1753
Appleton Partners
Massachusetts
$1.73M -$72.5K -2,890 -4%
DWM
1754
Doyle Wealth Management
Florida
$1.73M +$116K +4,610 +8%
CFA
1755
Compass Financial Advisors
Indiana
$1.72M -$401K -15,970 -20%
GP
1756
Girard Partners
Pennsylvania
$1.71M -$151K -6,030 -9%
PPW
1757
Pinnacle Private Wealth
Massachusetts
$1.71M +$8.78K +350 +0.6%
WA
1758
Wealth Alliance
New York
$1.71M -$68.7K -2,740 -4%
MYIA
1759
Mount Yale Investment Advisors
Colorado
$1.71M -$130K -5,190 -8%
ST
1760
Smithfield Trust
Pennsylvania
$1.7M +$29.6K +1,180 +2%
BFO
1761
Boston Family Office
Massachusetts
$1.7M +$558K +22,250 +56%
Members Trust
1762
Members Trust
Florida
$1.7M -$285K -11,380 -15%
HIMC
1763
Heritage Investors Management Corp
Maryland
$1.7M +$412K +16,430 +36%
WA
1764
WP Advisors
California
$1.69M +$64K +2,550 +4%
RWP
1765
Revolve Wealth Partners
New Jersey
$1.69M -$60.7K -2,420 -4%
BMC
1766
Beaton Management Company
Massachusetts
$1.69M +$54.4K +2,170 +4%
IPAM
1767
ICICI Prudential Asset Management
India
$1.69M +$216K +8,630 +16%
JSMC
1768
Jess S. Morgan & Co
California
$1.67M +$12.5K +500 +0.8%
MA
1769
MUFG Americas
New York
$1.67M +$190K +7,590 +14%
DAM
1770
Delta Asset Management
Tennessee
$1.67M +$52.7K +2,100 +4%
MJP
1771
Michael J. Puzo
$1.67M +$1.23M +49,240 +417%
BOM
1772
Bank of Marin
California
$1.66M -$502 -20 -0%
CP
1773
Covenant Partners
Tennessee
$1.66M -$92K -3,670 -6%
FPAS
1774
Focus Partners Advisor Solutions
Missouri
$1.66M -$540K -21,520 -26%
RCG
1775
Regatta Capital Group
California
$1.65M +$72K +2,870 +5%