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Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
1576
Moss Adams Wealth Advisors
Washington
$716K +$28.8K +1,167 +4%
CFM
1577
Catalyst Funds Management
Australia
$716K +$694K +28,100 New
HWMO
1578
Heritage Wealth Management (Ohio)
Ohio
$716K -$4.94K -200 -0.7%
PWPS
1579
Pinnacle Wealth Planning Services
Ohio
$715K +$78.6K +3,183 +13%
AL
1580
Aspiriant LLC
California
$714K +$9.33K +378 +1%
GAG
1581
GM Advisory Group
New York
$713K -$71.4K -2,891 -9%
WAS
1582
Wealth Advisory Solutions
Indiana
$713K +$11.6K +470 +2%
EFH
1583
Eaton Financial Holdings
Florida
$712K +$106K +4,291 +18%
ESB
1584
Essex Savings Bank
Connecticut
$712K -$127K -5,157 -16%
BHPW
1585
Beverly Hills Private Wealth
California
$712K +$10.4K +421 +2%
KCFA
1586
Key Client Fiduciary Advisors
New Jersey
$711K +$73.8K +2,989 +12%
MSS
1587
Mitchell Sinkler & Starr
Pennsylvania
$707K -$8.05K -326 -1%
TAM
1588
Todd Asset Management
Kentucky
$705K
BT
1589
Banque Transatlantique
France
$704K -$86.4K -3,500 -11%
BIAS
1590
Beacon Investment Advisory Services
New Jersey
$704K +$60.1K +2,435 +10%
DO
1591
denkapparat Operations
Germany
$703K -$148K -5,996 -18%
QIM
1592
Quantitative Investment Management
Virginia
$701K -$1.42M -57,656 -68%
SIA
1593
Sit Investment Associates
Minnesota
$699K
TCWA
1594
Turtle Creek Wealth Advisors
Texas
$698K +$270K +10,935 +66%
EB
1595
Exchange Bank
California
$696K +$158K +6,399 +31%
CRI
1596
Commonwealth Retirement Investments
Virginia
$695K -$227K -9,195 -25%
CCMG
1597
Clark Capital Management Group
Pennsylvania
$695K -$62.2K -2,519 -8%
BP
1598
BBR Partners
New York
$695K +$4.76K +193 +0.7%
HIC
1599
Harvey Investment Company
Kentucky
$693K -$88.9K -3,600 -12%
SFO
1600
Stokes Family Office
Louisiana
$691K +$35K +1,420 +6%