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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1126
Concentric Wealth Management
California
$6.37M +$99.6K +473 +2%
WI
1127
Wintrust Investments
Illinois
$6.36M -$624K -2,965 -9%
HKAM
1128
Horizon Kinetics Asset Management
New York
$6.35M -$382K -1,816 -6%
CA
1129
Claar Advisors
New York
$6.35M
TCM
1130
Taal Capital Management
Massachusetts
$6.35M
APGDR
1131
Absoluto Partners Gestao de Recursos
Brazil
$6.33M -$1.74M -8,262 -22%
FEG
1132
Financial Enhancement Group
Indiana
$6.32M +$23.2K +110 +0.4%
GFA
1133
Gifford Fong Associates
California
$6.31M
OPS
1134
Orion Portfolio Solutions
Nebraska
$6.29M +$1.47M +6,999 +31%
MWM
1135
Marietta Wealth Management
Georgia
$6.28M +$421K +2,002 +7%
FFWA
1136
FRG Family Wealth Advisors
Washington
$6.28M +$62.1K +295 +1%
WCM
1137
Whitener Capital Management
North Carolina
$6.28M -$28K -133 -0.4%
BCM
1138
BTC Capital Management
Iowa
$6.27M +$324K +1,541 +5%
XWM
1139
Xcel Wealth Management
Florida
$6.25M +$324K +1,540 +6%
GVAG
1140
Great Valley Advisor Group
Delaware
$6.25M -$1.49M -7,082 -19%
LG
1141
Leuthold Group
Minnesota
$6.22M -$538K -2,555 -8%
CPA
1142
Capital Planning Advisors
California
$6.21M -$30.1K -143 -0.5%
FNBOMD
1143
First National Bank of Mount Dora
Florida
$6.2M -$1.31M -6,208 -17%
WC
1144
Woodstock Corp
Massachusetts
$6.18M +$24.2K +115 +0.4%
MWM
1145
Minot Wealth Management
Massachusetts
$6.17M +$386K +1,834 +7%
Vanguard Personalized Indexing Management
1146
Vanguard Personalized Indexing Management
California
$6.17M +$1.34M +6,361 +28%
HW
1147
Hedeker Wealth
Illinois
$6.15M +$115K +548 +2%
DI
1148
Diligent Investors
California
$6.11M -$108K -515 -2%
CC
1149
Cannell & Co
New York
$6.09M -$5.26K -25 -0.1%
ATI
1150
Act Two Investors
California
$6.06M