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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1701
Castleview Partners
Texas
$300K +$55.1K +621 +22%
EFS
1702
Essex Financial Services
Connecticut
$299K +$14.1K +159 +5%
RA
1703
Royce & Associates
New York
$298K
WPC
1704
Waters Parkerson & Co
Louisiana
$298K
AL
1705
Aspiriant LLC
California
$297K -$10.2K -115 -3%
QC
1706
Quent Capital
New York
$297K +$110K +1,237 +56%
SGCA
1707
Steel Grove Capital Advisors
Tennessee
$296K -$3.19K -36 -1%
BDF
1708
Balasa Dinverno & Foltz
$296K +$26.2K +296 +9%
CWP
1709
Curated Wealth Partners
California
$295K +$303K +3,421 New
RHBC
1710
R.H. Bluestein & Co
Michigan
$294K -$213K -2,400 -41%
PFM
1711
Premier Fund Managers
United Kingdom
$292K -$3.06M -34,561 -91%
GB
1712
Goepper Burkhardt
South Carolina
$292K
FWP
1713
Falcon Wealth Planning
California
$292K +$13.6K +153 +5%
AIC
1714
Ayalon Insurance Company
Israel
$292K +$300K +3,388 New
KWM
1715
Keebeck Wealth Management
Illinois
$291K +$35.5K +400 +13%
NWM
1716
Northcape Wealth Management
New York
$291K +$300K +3,379 New
HCP
1717
Hexagon Capital Partners
Arkansas
$290K -$23.7K -267 -7%
CIA
1718
Choate Investment Advisors
Massachusetts
$289K -$88.8K -1,001 -23%
OHWP
1719
Oak Harbor Wealth Partners
North Carolina
$289K
PAIM
1720
Punch & Associates Investment Management
Minnesota
$288K
LA
1721
LVW Advisors
New York
$287K -$66.7K -752 -18%
AWM
1722
Avaii Wealth Management
Wisconsin
$286K -$163K -1,842 -36%
IECM
1723
Intrinsic Edge Capital Management
Illinois
$284K -$4.41M -49,700 -94%
PHAM
1724
Palisades Hudson Asset Management
Florida
$284K +$1.86K +21 +0.6%
AA
1725
Alta Advisers
United Kingdom
$284K +$293K +3,300 New