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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1876
AssuredPartners Investment Advisors
Florida
$19M -$256K -1,246 -1%
ST
1877
Smithfield Trust
Pennsylvania
$19M -$68.9K -335 -0.4%
MCM
1878
Makena Capital Management
California
$19M -$2.35M -11,448 -11%
SG
1879
Sherry Group
Arkansas
$18.9M -$279K -1,357 -1%
ZCP
1880
Z3 Capital Partners
Virginia
$18.9M +$139K +676 +0.7%
PCS
1881
Personal CFO Solutions
New Jersey
$18.9M +$1.16M +5,632 +6%
MCWS
1882
McKinley Carter Wealth Services
West Virginia
$18.9M +$3.51M +17,060 +22%
EG
1883
Ellerson Group
Maryland
$18.9M -$49.1K -239 -0.3%
SCS
1884
Sound Capital Solutions
Florida
$18.8M +$19.4M +94,205 New
APA
1885
Astoria Portfolio Advisors
New York
$18.8M +$1.11M +5,392 +6%
WP
1886
Westmount Partners
California
$18.8M +$952K +4,631 +5%
NA
1887
N10 Assets
Connecticut
$18.8M +$19.4M +94,114 New
CYG
1888
Clean Yield Group
Vermont
$18.8M +$558K +2,715 +3%
SH
1889
SeaTown Holdings
Singapore
$18.8M
SF
1890
Slagle Financial
Illinois
$18.8M +$229K +1,114 +1%
RIG
1891
Renaissance Investment Group
Massachusetts
$18.8M -$220K -1,072 -1%
WSA
1892
Warm Springs Advisors
California
$18.8M -$130K -633 -0.7%
NGM
1893
North Growth Management
British Columbia, Canada
$18.8M +$206K +1,000 +1%
RIA
1894
Realta Investment Advisors
Delaware
$18.7M -$1.02M -4,985 -5%
BFA
1895
Bill Few Associates
Pennsylvania
$18.7M +$313K +1,522 +2%
ISB
1896
Iowa State Bank
Iowa
$18.7M +$83.7K +407 +0.4%
TW
1897
Tempo Wealth
Ohio
$18.7M +$1.19M +5,779 +7%
SWA
1898
Sax Wealth Advisors
New Jersey
$18.6M +$2.26M +10,985 +11%
AP
1899
Appleton Partners
Massachusetts
$18.6M +$1.45M +7,058 +8%
DRD
1900
Dennis R. Delaney
$18.6M -$2.21M -10,741 -10%