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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
2151
IMA Advisory Services
Colorado
$435K
EIA
2152
Eldridge Investment Advisors
New Hampshire
$434K +$76.6K +2,654 +22%
SWM
2153
SVA Wealth Management
Wisconsin
$433K -$187K -6,492 -31%
VWA
2154
VERITY Wealth Advisors
United States
$433K +$97.7K +3,383 +30%
HFAS
2155
Hummer Financial Advisory Services
Illinois
$433K +$424K +14,674 New
SWM
2156
Selective Wealth Management
Virginia
$431K +$346 +12 +0.1%
MC
2157
Middleton & Co
Massachusetts
$430K -$9.5K -329 -2%
CAM
2158
Congress Asset Management
Massachusetts
$429K -$22.8K -791 -5%
HFS
2159
HBC Financial Services
Washington
$429K +$418K +14,466 New
KLWA
2160
Kelly Lawrence W & Associates
California
$426K -$65K -2,250 -13%
TC
2161
Trust Company
Kansas
$425K +$15K +518 +4%
Cohen & Steers
2162
Cohen & Steers
New York
$425K +$150K +5,180 +56%
MPW
2163
Monterey Private Wealth
California
$422K +$413K +14,303 New
VST
2164
Van Strum & Towne
California
$420K -$21.3K -738 -5%
TCOK
2165
Trust Company of Kansas
Kansas
$420K +$411K +14,225 New
F
2166
F3Logic
Minnesota
$419K +$44.3K +1,534 +12%
M
2167
Mirova
France
$419K +$148K +5,111 +56%
AP
2168
Americana Partners
Texas
$419K +$410K +14,205 New
MWM
2169
Maltin Wealth Management
New Jersey
$418K +$409K +14,168 New
AFS
2170
Access Financial Services
Minnesota
$417K +$25.8K +894 +7%
SIMM
2171
Stillwater Investment Management (Minnesota)
Minnesota
$417K +$74.5K +2,579 +22%
IWS
2172
Insight Wealth Strategies
California
$417K +$132K +4,568 +48%
HBT
2173
Hills Bank & Trust
Iowa
$416K -$148K -5,124 -27%
WCA
2174
Westover Capital Advisors
Delaware
$416K -$20.8K -720 -5%
BMM
2175
Berkshire Money Management
Massachusetts
$416K -$3.18K -110 -0.8%