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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1201
Generate Investment Management
New Zealand
$4.5M -$5.92M -14,365 -54%
SG
1202
Sherry Group
Arkansas
$4.49M +$16.5K +40 +0.3%
RSVP
1203
Ramsay Stattman Vela & Price
Colorado
$4.47M – – –
WBC
1204
West Branch Capital
Massachusetts
$4.46M +$216K +525 +5%
VCM
1205
Versant Capital Management
Arizona
$4.45M +$1.02M +2,488 +26%
GSWM
1206
Greenup Street Wealth Management
Michigan
$4.44M -$2.17M -5,268 -31%
SWA
1207
SFMG Wealth Advisors
Texas
$4.43M +$96K +233 +2%
London & Capital Asset Management
1208
London & Capital Asset Management
United Kingdom
$4.43M -$42.4K -103 -0.9%
RFMS
1209
RWQ Financial Management Services
Florida
$4.42M -$9.2M -22,335 -65%
TPI
1210
Trust Point Inc
Wisconsin
$4.42M -$228K -554 -4%
EWA
1211
Evolution Wealth Advisors
Florida
$4.41M +$23.9K +58 +0.5%
COI
1212
Connable Office Inc
Michigan
$4.4M -$615K -1,494 -11%
RWM
1213
Revisor Wealth Management
Ohio
$4.39M +$431K +1,047 +10%
Bridges Investment Management
1214
Bridges Investment Management
Nebraska
$4.39M +$326K +792 +7%
MWM
1215
Maridea Wealth Management
New York
$4.39M +$447K +1,086 +10%
BL
1216
BFSG LLC
California
$4.39M +$836K +2,030 +21%
BSAM
1217
Blue Square Asset Management
New York
$4.37M +$40.4K +98 +0.8%
SWM
1218
Segment Wealth Management
Texas
$4.35M +$118K +287 +3%
GC
1219
Gilbert & Cook
Iowa
$4.35M -$27.2K -66 -0.6%
MLIC
1220
Mandatum Life Insurance Company
Finland
$4.34M +$320K +777 +7%
KFP
1221
Kerr Financial Planning
California
$4.33M +$23.9K +58 +0.5%
DCM
1222
Davidson Capital Management
Texas
$4.32M +$4.76M +11,548 +18,931%
LAM
1223
Lynch Asset Management
Pennsylvania
$4.31M – – –
Facet Wealth Inc
1224
Facet Wealth Inc
Maryland
$4.31M -$468K -1,136 -9%
IWA
1225
Icon Wealth Advisors
Texas
$4.31M -$91K -221 -2%