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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1401
Asset Dedication LLC
California
$1.86M +$387K +8,730 +25%
WIC
1402
Whitegate Investment Counselors
New Hampshire
$1.86M
RP
1403
Rice Partnership
Hawaii
$1.86M +$1.92M +43,303 New
LC
1404
Lavaca Capital
Texas
$1.86M -$101K -2,275 -5%
CAG
1405
Csenge Advisory Group
Florida
$1.85M -$286K -6,450 -13%
TFO
1406
Tarbox Family Office
California
$1.84M -$303K -6,844 -14%
HCP
1407
Holt Capital Partners
Texas
$1.84M
OPCM
1408
Osborne Partners Capital Management
California
$1.84M -$11.9K -268 -0.6%
CNAM
1409
Campbell Newman Asset Management
Wisconsin
$1.84M
APP
1410
Alpha Paradigm Partners
Illinois
$1.83M +$1.63M +36,904 +641%
FDS
1411
First Dallas Securities
Texas
$1.83M +$1.89M +42,619 New
ZF
1412
Zhang Financial
Michigan
$1.83M +$54.1K +1,222 +3%
PWP
1413
Principle Wealth Partners
Connecticut
$1.83M +$247K +5,584 +1%
TYCC
1414
Texas Yale Capital Corp
Florida
$1.82M
WMG
1415
WESCAP Management Group
California
$1.82M -$64.8K -1,462 -3%
MIC
1416
Means Investment Company
Maine
$1.81M -$10.1K -228 -0.5%
OPPTF
1417
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.81M -$19K -428 -1%
TA
1418
TruWealth Advisors
Louisiana
$1.8M -$6.6K -149 -0.4%
FMTCOCP
1419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.8M -$109K -2,455 -6%
PA
1420
Probity Advisors
Texas
$1.8M +$37.4K +844 +2%
MMG
1421
Monetary Management Group
Missouri
$1.8M +$379K +8,550 +26%
PCS
1422
Personal CFO Solutions
New Jersey
$1.8M +$265K +5,989 +17%
WA
1423
WBH Advisory
Maryland
$1.8M +$22.3K +504 +1%
TGAM
1424
TBH Global Asset Management
Tennessee
$1.8M -$644K -14,544 -26%
CW
1425
CreativeOne Wealth
Kansas
$1.79M -$833K -18,796 -31%