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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1851
Nicolet Advisory Services
Wisconsin
$491K +$64.3K +1,769 +14%
CWM
1852
Circle Wealth Management
New Jersey
$489K -$18.5K -509 -3%
GCMG
1853
Gyroscope Capital Management Group
Florida
$489K +$172K +4,725 +48%
CAN
1854
Claraphi Advisory Network
United States
$486K +$7.78K +214 +2%
RGC
1855
Roberts, Glore & Co
Illinois
$485K +$5.16K +142 +1%
DIM
1856
DC Investments Management
Virginia
$483K +$5.42K +149 +1%
PV
1857
Private Vista
Illinois
$483K +$50.5K +1,388 +11%
BRA
1858
Bender Robert & Associates
California
$481K – – –
AWE
1859
Avidian Wealth Enterprises
Texas
$481K +$162K +4,453 +46%
OMIC
1860
Old Mission Investment Co
Michigan
$481K +$513K +14,096 New
GIA
1861
GHP Investment Advisors
Colorado
$479K +$691 +19 +0.1%
TIA
1862
Tiemann Investment Advisors
California
$478K -$64.2K -1,766 -11%
MPIA
1863
Mountain Pacific Investment Advisers
Idaho
$478K – – –
FMT
1864
First Mercantile Trust
Tennessee
$475K -$764 -21 -0.2%
ESBC
1865
E.S. Barr & Co
Kentucky
$475K – – –
CST
1866
Charles Schwab Trust
Nevada
$474K +$513K +14,114 New
EIA
1867
Edgemoor Investment Advisors
Maryland
$473K -$257K -7,062 -34%
NME
1868
Notis-McConarty Edward
$473K -$2.91K -80 -0.6%
CANY
1869
Caxton Associates (New York)
New York
$473K +$505K +13,885 New
BA
1870
Bristlecone Advisors
Washington
$472K -$700K -19,257 -58%
RWM
1871
RKL Wealth Management
Pennsylvania
$472K -$50.9K -1,400 -9%
PSC
1872
Prentiss Smith & Co
Vermont
$472K +$182 +5 +0%
BMC
1873
Benin Management Corp
Connecticut
$471K – – –
LFA
1874
Legacy Financial Advisors
Kentucky
$471K +$33.5K +921 +7%
FIM
1875
Fruth Investment Management
Texas
$469K -$13.4K -369 -3%