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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1876
Blue Trust Inc
Georgia
$3.47M -$3.33M -11,069 -50%
AO
1877
Advisor OS
Illinois
$3.47M -$222K -739 -6%
CH
1878
Canton Hathaway
Rhode Island
$3.47M
HA
1879
Harfst & Associates
Wyoming
$3.46M -$601 -2 -0%
SAI
1880
Savvy Advisors Inc
New York
$3.46M +$1.71M +5,699 +109%
GFP
1881
Gryphon Financial Partners
Ohio
$3.46M -$723K -2,405 -18%
CG
1882
Carmignac Gestion
France
$3.45M +$436K +1,449 +15%
RF
1883
Roxbury Financial
New Jersey
$3.45M +$3.29M +10,948 New
ICM
1884
IMS Capital Management
Oregon
$3.45M -$15K -50 -0.5%
SFO
1885
Stokes Family Office
Louisiana
$3.44M +$1,000K +3,324 +44%
MW
1886
Maia Wealth
Colorado
$3.44M +$354K +1,176 +13%
BFS
1887
Bard Financial Services
Connecticut
$3.44M -$22.6K -75 -0.7%
LI
1888
Louisbourg Investments
New Brunswick, Canada
$3.44M -$30.1K -100 -0.7%
ECG
1889
Edge Capital Group
Georgia
$3.43M +$139K +462 +4%
GWMR
1890
GC Wealth Management RIA
Massachusetts
$3.43M -$1.01M -3,370 -24%
JSC
1891
Jackson Square Capital
California
$3.43M +$229K +763 +8%
SFS
1892
Symphony Financial Services
Ohio
$3.43M -$74.3K -247 -2%
CB
1893
CNB Bank
Pennsylvania
$3.42M +$50.5K +168 +2%
BMWM
1894
Brown Miller Wealth Management
Virginia
$3.42M +$3.61K +12 +0.1%
IP
1895
Intellectus Partners
California
$3.41M +$301 +1 +0%
GPA
1896
Garrison Point Advisors
California
$3.41M -$9.02K -30 -0.3%
ACGA
1897
Atlanta Consulting Group Advisors
Georgia
$3.41M -$2.04M -6,797 -39%
EWM
1898
Evergreen Wealth Management
Michigan
$3.4M +$66.8K +222 +2%
KGC
1899
Kennon-Green & Company
Ohio
$3.4M -$15K -50 -0.5%
PAMG
1900
Patton Albertson Miller Group
Tennessee
$3.4M +$79.1K +263 +3%