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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1051
Gilbert & Cook
Iowa
$3.4M +$165K +494 +4%
EWA
1052
Evolution Wealth Advisors
Florida
$3.4M +$2.02M +6,048 +86%
AA
1053
Aire Advisors
California
$3.4M +$6K +18 +0.1%
KFP
1054
KMG Fiduciary Partners
Ohio
$3.38M -$464K -1,392 -10%
RSVP
1055
Ramsay Stattman Vela & Price
Colorado
$3.37M -$333K -1,000 -7%
Bridges Investment Management
1056
Bridges Investment Management
Nebraska
$3.37M +$128K +383 +3%
FWP
1057
Falcon Wealth Planning
California
$3.37M -$3.27M -9,825 -43%
CNWM
1058
Clay Northam Wealth Management
California
$3.36M -$488K -1,464 -10%
DRP
1059
Decker Retirement Planning
Utah
$3.35M +$563K +1,689 +15%
Simplify Asset Management
1060
Simplify Asset Management
Nevada
$3.34M +$124K +373 +3%
Harel Insurance Investments & Financial Services
1061
Harel Insurance Investments & Financial Services
Israel
$3.34M +$747K +2,241 +21%
DQRIM
1062
Dale Q Rice Investment Management
Washington
$3.34M -$924K -2,774 -18%
SWA
1063
SFMG Wealth Advisors
Texas
$3.34M +$536K +1,607 +14%
Carnegie Investment Counsel
1064
Carnegie Investment Counsel
Ohio
$3.32M +$2.32M +6,970 +99%
FC
1065
Franchise Capital
Cayman Islands
$3.32M +$712K +2,135 +20%
SF
1066
Seek First
California
$3.32M +$4.27M +12,814 New
SWP
1067
Semus Wealth Partners
Florida
$3.32M -$7.33K -22 -0.2%
TD Private Client Wealth
1068
TD Private Client Wealth
New York
$3.31M -$4.14M -12,429 -49%
WC
1069
Waterloo Capital
Texas
$3.31M +$591K +1,773 +16%
ZIG
1070
Zuckerman Investment Group
Illinois
$3.3M +$275K +826 +7%
TFGT
1071
TS Financial Group (TSFG)
Illinois
$3.3M -$183K -550 -4%
SMC
1072
Smith, Moore & Co
Missouri
$3.3M +$286K +857 +7%
MIA
1073
MainStreet Investment Advisors
Illinois
$3.3M +$209K +626 +5%
WIS
1074
Wright Investors Service
Connecticut
$3.3M +$2.25M +6,753 +113%
PGWM
1075
Parisi Gray Wealth Management
New Jersey
$3.3M +$576K +1,727 +16%