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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
2476
Sheets Smith Wealth Management
North Carolina
$10.1M -$117K -577 -1%
APIM
2477
Agate Pass Investment Management
Washington
$10.1M +$302K +1,497 +3%
SCM
2478
SOL Capital Management
Maryland
$10M +$66K +327 +0.7%
HAC
2479
Harbor Advisory Corp
New Hampshire
$10M -$393K -1,944 -4%
CWM
2480
Crowley Wealth Management
Delaware
$10M -$135K -668 -1%
FI
2481
Financial Insights
Washington
$10M -$3.29M -16,315 -25%
IAS
2482
Investment Advisory Services
Texas
$10M +$296K +1,464 +3%
WA
2483
Wambolt & Associates
Colorado
$10M -$886K -4,385 -8%
MIM
2484
MTM Investment Management
South Carolina
$9.99M +$89.7K +444 +0.9%
OCM
2485
Orleans Capital Management
Louisiana
$9.99M +$346K +1,714 +4%
BP
2486
BWM Planning
Texas
$9.98M +$519K +2,570 +6%
CVA
2487
Central Valley Advisors
California
$9.97M +$81.6K +404 +0.8%
RCA
2488
Roberts Capital Advisors
Colorado
$9.97M
SCP
2489
Sandhill Capital Partners
New York
$9.96M +$48.1K +238 +0.5%
1M
2490
1248 Management
Missouri
$9.96M +$1.99M +9,836 +25%
VFG
2491
Victory Financial Group
Texas
$9.95M +$3.1M +15,340 +46%
GWAG
2492
Garrett Wealth Advisory Group
Texas
$9.95M -$13.9K -69 -0.1%
OWMIAS
2493
One Wealth Management Investment & Advisory Services
Florida
$9.91M +$1.15M +5,682 +13%
YWM
2494
Yoder Wealth Management
California
$9.91M +$68.9K +341 +0.7%
RIM
2495
Redwood Investment Management
Arizona
$9.86M -$2.47M -12,246 -20%
MIC
2496
Maxi Investments CY
Cyprus
$9.86M +$1.59M +7,851 +20%
CPSC
2497
Carl P. Sherr & Co
Massachusetts
$9.86M -$65.2K -323 -0.7%
PAM
2498
Peninsula Asset Management
Florida
$9.84M -$42.4K -210 -0.4%
CB
2499
Chris Bulman
California
$9.84M +$123K +610 +1%
SI
2500
Saxon Interests
Texas
$9.84M