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Name Holding Trade Value Shares
Change
Change in
Stake
W
2326
Wealthquest
Ohio
$1.19M +$144K +361 +15%
KCIC
2327
Kuhn & Co Investment Counsel
Illinois
$1.19M +$17.5K +44 +2%
HTC
2328
Haverford Trust Company
Pennsylvania
$1.19M +$16.7K +42 +2%
HWM
2329
HighMark Wealth Management
Minnesota
$1.19M +$398 +1 +0%
GWM
2330
Gilpin Wealth Management
Colorado
$1.19M +$795 +2 +0.1%
NG
2331
Northstar Group
New York
$1.19M
GG
2332
Gleason Group
Kentucky
$1.19M +$54.9K +138 +5%
FWP
2333
Firethorn Wealth Partners
Georgia
$1.19M -$33.4K -84 -3%
SRCM
2334
Signature Resources Capital Management
California
$1.18M +$640K +1,609 +133%
NC
2335
NewSquare Capital
Pennsylvania
$1.18M +$130K +328 +13%
RL
2336
Rogco LP
Oklahoma
$1.18M
HIMS
2337
Hager Investment Management Services
New Hampshire
$1.18M +$32.2K +81 +3%
IWS
2338
Insight Wealth Strategies
California
$1.18M -$1.19K -3 -0.1%
CTA
2339
Chesley Taft & Associates
Illinois
$1.18M -$129K -325 -10%
BFO
2340
Biltmore Family Office
North Carolina
$1.18M +$205K +515 +23%
LSV Asset Management
2341
LSV Asset Management
Illinois
$1.18M
EHC
2342
Everett Harris & Co
California
$1.18M +$11.9K +30 +1%
IA
2343
IF Advisors
Texas
$1.18M
LF
2344
LifeSteps Financial
California
$1.18M +$78.7K +198 +8%
MI
2345
Markowski Investments
Florida
$1.17M +$1.11M +2,790 New
IWM
2346
Integris Wealth Management
California
$1.17M -$65.2K -164 -6%
BCM
2347
Boltwood Capital Management
California
$1.17M +$214K +537 +24%
BFIM
2348
Beese Fulmer Investment Management
Ohio
$1.17M +$172K +433 +18%
FC
2349
Family CFO
California
$1.17M -$1.99K -5 -0.2%
LIA
2350
LS Investment Advisors
Michigan
$1.17M +$85.5K +215 +8%