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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
951
Trivium Point Advisory
Connecticut
$1.86M -$126K -4,426 -6%
AA
952
Advisory Alpha
Michigan
$1.86M -$284K -10,004 -13%
IP
953
Ignite Planners
California
$1.86M -$33.1K -1,165 -2%
RBA
954
Richard Bernstein Advisors
New York
$1.85M -$2.14M -75,528 -54%
BJL
955
Brighton Jones LLC
Washington
$1.84M +$118K +4,156 +7%
CCM
956
Cutler Capital Management
Massachusetts
$1.83M -$13.9K -488 -0.7%
VWM
957
VCI Wealth Management
Missouri
$1.83M +$344K +12,098 +23%
LRWA
958
Long Run Wealth Advisors
New York
$1.83M +$111K +3,897 +6%
PA
959
Procyon Advisors
Connecticut
$1.83M +$52.6K +1,853 +3%
PL
960
Perpetual Ltd
Australia
$1.82M +$385K +13,546 +27%
CBOR
961
Community Bank of Raymore
Missouri
$1.82M
QWM
962
Quadcap Wealth Management
Texas
$1.82M -$15.9K -561 -0.9%
PF
963
Phoenix Financial
Israel
$1.82M -$215K -7,571 -11%
MP
964
McDonald Partners
Ohio
$1.81M +$36.4K +1,281 +2%
KA
965
Kintegral Advisory
New York
$1.81M -$8.15K -287 -0.4%
KCFA
966
Key Client Fiduciary Advisors
New Jersey
$1.81M -$15.4K -542 -0.8%
KFP
967
Keystone Financial Planning
Ohio
$1.8M -$311K -10,954 -15%
CAM
968
Carret Asset Management
New York
$1.8M -$33.8K -1,192 -2%
GSEP
969
Golden State Equity Partners
California
$1.8M +$128K +4,507 +8%
GVAG
970
Great Valley Advisor Group
Delaware
$1.8M +$12K +424 +0.7%
PNC
971
Park National Corp
Ohio
$1.8M +$568 +20 +0%
SEIA
972
Signature Estate & Investment Advisors
California
$1.79M +$667K +23,506 +59%
SAM
973
Silvercrest Asset Management
New York
$1.79M -$24.2K -853 -1%
CWS
974
Confluence Wealth Services
Pennsylvania
$1.78M +$9.48K +334 +0.5%
FMII
975
Farmers & Merchants Investments Inc
Nebraska
$1.78M -$424K -14,920 -19%