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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1026
Balasa Dinverno & Foltz
$330K -$1.54K -10 -0.5%
FIM
1027
Fruth Investment Management
Texas
$330K
OWP
1028
Obermeyer Wealth Partners
Colorado
$326K +$66.8K +435 +28%
MF
1029
Magnetar Financial
Illinois
$325K +$302K +1,966 New
QPWM
1030
Quadrant Private Wealth Management
Pennsylvania
$323K +$300K +1,955 New
Dodge & Cox
1031
Dodge & Cox
California
$322K
NPA
1032
Nichols & Pratt Advisers
Massachusetts
$322K
CWM
1033
Connecticut Wealth Management
Connecticut
$322K +$299K +1,949 New
JIP
1034
Jaffetilchin Investment Partners
Florida
$321K +$298K +1,941 New
BAM
1035
Berkshire Asset Management
Pennsylvania
$321K +$299K +1,944 New
DAM
1036
Diamant Asset Management
Connecticut
$318K
NHC
1037
Nicholas Hoffman & Company
Georgia
$316K +$47.3K +308 +19%
BHA
1038
Beech Hill Advisors
New York
$311K
WCM
1039
Wallace Capital Management
Texas
$310K
RWA
1040
Ropes Wealth Advisors
Massachusetts
$308K -$14.4K -94 -5%
SIAS
1041
Shine Investment Advisory Services
Colorado
$308K -$2.92K -19 -1%
HR
1042
Hayden Royal
North Carolina
$304K -$15.1K -98 -5%
MCCP
1043
Mission Creek Capital Partners
California
$304K
WB
1044
West Bancorporation
Iowa
$301K +$10.8K +70 +4%
MWA
1045
Meridian Wealth Advisors
Texas
$300K +$278K +1,812 New
AIM
1046
AIA Investment Management
Singapore
$298K +$74.5K +485 +37%
AWE
1047
Avidian Wealth Enterprises
Texas
$296K +$275K +1,789 New
WT
1048
Washington Trust
Rhode Island
$293K -$5.53K -36 -2%
HPWM
1049
Highland Private Wealth Management
Washington
$293K +$44.6K +290 +20%
PC
1050
Permanens Capital
New York
$292K +$133K +866 +96%