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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1526
Finer Wealth Management
Massachusetts
$2.72M +$215K +619 +11%
Evelyn Partners Investment Management
1527
Evelyn Partners Investment Management
$2.72M -$208K -600 -9%
EL
1528
EWA LLC
Pennsylvania
$2.71M -$185K -533 -8%
ACA
1529
Affinity Capital Advisors
California
$2.71M -$377K -1,088 -15%
SWP
1530
Strategic Wealth Partners
Ohio
$2.71M -$108K -312 -5%
Accredited Investors
1531
Accredited Investors
Minnesota
$2.7M +$10.4K +30 +0.5%
F.L. Putnam Investment Management
1532
F.L. Putnam Investment Management
Massachusetts
$2.7M -$485K -1,399 -19%
AMG National Trust Bank
1533
AMG National Trust Bank
Colorado
$2.7M -$198K -570 -9%
AFG
1534
Albion Financial Group
Utah
$2.7M +$19.4K +56 +0.9%
RWM
1535
Revisor Wealth Management
Ohio
$2.69M -$247K -713 -10%
WSCM
1536
Wellington Shields Capital Management
New York
$2.69M -$104K -300 -5%
SIAG
1537
Safeguard Investment Advisory Group
California
$2.69M -$194K -558 -8%
CAM
1538
Clark Asset Management
New Hampshire
$2.69M +$71.4K +206 +4%
OWMIAS
1539
One Wealth Management Investment & Advisory Services
Florida
$2.68M +$119K +343 +6%
FVWA
1540
Foster Victor Wealth Advisors
South Carolina
$2.68M -$46.1K -133 -2%
FGA
1541
Fortis Group Advisors
New Jersey
$2.68M +$519K +1,497 +34%
ICP
1542
Impact Capital Partners
Colorado
$2.68M +$80.8K +233 +4%
JCFM
1543
JBR Co Financial Management
Oklahoma
$2.67M -$73.9K -213 -3%
ALC
1544
Alexander Labrunerie & Co
Missouri
$2.67M -$5.9K -17 -0.3%
RP
1545
Rice Partnership
Hawaii
$2.67M -$544K -1,569 -21%
CWP
1546
Core Wealth Partners
California
$2.67M +$266K +768 +15%
SIM
1547
Spark Investment Management
New York
$2.67M – – –
ECM
1548
Empirical Capital Management
Tennessee
$2.67M – – –
SFA
1549
Souders Financial Advisors
Ohio
$2.66M -$5.9K -17 -0.3%
BCP
1550
Blackhawk Capital Partners
Wisconsin
$2.65M -$97.8K -282 -5%