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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
2301
Empirical Asset Management
Massachusetts
$5.55M +$1.73M +14,640 +41%
MP
2302
McDonald Partners
Ohio
$5.55M -$20.7K -175 -0.4%
BCM
2303
Becker Capital Management
Oregon
$5.55M +$1.14M +9,650 +27%
HCM
2304
Horiko Capital Management
New York
$5.55M +$5.4M +45,673 New
SCM
2305
Stonebridge Capital Management
California
$5.53M +$16.5K +140 +0.3%
IP
2306
Investment Partners
Ohio
$5.52M +$2.43M +20,550 +82%
CWM
2307
Cabot Wealth Management
Massachusetts
$5.5M -$1.94M -16,404 -27%
EWS
2308
Evergreen Wealth Solutions
Pennsylvania
$5.49M -$41.6K -352 -0.8%
CFO
2309
Callan Family Office
Pennsylvania
$5.48M +$3.12M +26,386 +141%
SN
2310
Sittner & Nelson
Oregon
$5.47M +$113K +957 +2%
SWA
2311
Sax Wealth Advisors
New Jersey
$5.46M +$728K +6,167 +16%
SCM
2312
Summerhill Capital Management
Ontario, Canada
$5.45M +$37.6K +318 +0.7%
ONST
2313
Old North State Trust
North Carolina
$5.45M -$13.8K -117 -0.3%
BG
2314
Bahl & Gaynor
Ohio
$5.45M +$46K +389 +0.9%
LWAM
2315
Legacy Wealth Asset Management
Minnesota
$5.44M -$832K -7,042 -14%
TC
2316
Taika Capital
Florida
$5.44M +$1.86M +15,717 +54%
FP
2317
Financial Perspectives
Minnesota
$5.42M +$437K +3,699 +9%
CC
2318
Courier Capital
New York
$5.42M -$39.2K -332 -0.7%
MS
2319
Mizuho Securities
Japan
$5.42M +$562K +4,760 +12%
FI
2320
Financial Insights
Washington
$5.4M -$4.21M -35,660 -44%
PL
2321
Parkwood LLC
Ohio
$5.39M -$6.58M -55,713 -56%
PPWM
2322
Paragon Private Wealth Management
Kentucky
$5.39M +$858K +7,266 +20%
EAM
2323
Eventide Asset Management
Massachusetts
$5.39M +$3.13M +26,518 +149%
TBC
2324
Ted Buchan & Co
California
$5.39M -$1.89K -16 -0%
CF
2325
Copperwynd Financial
Arizona
$5.38M +$626K +5,300 +14%