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Name Holding Trade Value Shares
Change
Change in
Stake
GC
901
Giverny Capital
Quebec, Canada
$716K
LP
902
LMR Partners
United Kingdom
$713K +$776K +8,209 New
KP
903
Keel Point
Alabama
$712K -$19.3K -204 -2%
EWM
904
EPG Wealth Management
Georgia
$708K +$90.3K +955 +13%
SPIA
905
Steward Partners Investment Advisory
New York
$704K -$86.9K -919 -10%
HCA
906
Harbour Capital Advisors
Virginia
$702K
JCM
907
Jacobi Capital Management
Pennsylvania
$699K -$236K -2,493 -24%
SFA
908
Souders Financial Advisors
Ohio
$699K -$51.4K -544 -6%
BSAM
909
Blue Square Asset Management
New York
$696K -$236K -2,495 -24%
IWM
910
IHT Wealth Management
Illinois
$693K +$97.8K +1,034 +15%
PWPS
911
Pinnacle Wealth Planning Services
Ohio
$691K -$79.2K -838 -10%
IPAM
912
ICICI Prudential Asset Management
India
$689K -$350K -3,700 -32%
CCA
913
Cravens & Co Advisors
Tennessee
$688K +$13.4K +142 +2%
BWP
914
BSW Wealth Partners
Colorado
$687K -$332K -3,511 -31%
CA
915
Continuum Advisory
Idaho
$680K +$28.9K +306 +4%
IAS
916
Insigneo Advisory Services
Florida
$674K +$20.6K +218 +3%
SYBT
917
Stock Yards Bank & Trust
Kentucky
$674K -$163K -1,726 -18%
BSC
918
Brown Shipley & Co
United Kingdom
$673K
DWT
919
Dorsey & Whitney Trust
South Dakota
$670K +$12.8K +135 +2%
LAI
920
Legal Advantage Investments
California
$670K +$18.9K +200 +3%
OIS
921
Okabena Investment Services
Minnesota
$669K -$1.17M -12,389 -62%
MPPW
922
Mitchell & Pahl Private Wealth
Oklahoma
$664K +$83.9K +887 +13%
KOCAA
923
Knights of Columbus Asset Advisors
Connecticut
$663K +$21.7K +230 +3%
GKIM
924
GW&K Investment Management
Massachusetts
$658K -$37.8K -400 -5%
1IA
925
1620 Investment Advisors
Massachusetts
$655K -$16.6K -176 -2%