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Name Holding Trade Value Shares
Change
Change in
Stake
Scissortail Wealth Management
2526
Scissortail Wealth Management
Oklahoma
$13.8M -$1.76M -6,166 -11%
Thomas Story & Son
2527
Thomas Story & Son
Indiana
$13.7M +$9.44K +33 +0.1%
Agate Pass Investment Management
2528
Agate Pass Investment Management
Washington
$13.7M -$1.01M -3,546 -7%
Poehling Capital Management
2529
Poehling Capital Management
Wisconsin
$13.7M +$62.9K +220 +0.5%
Providence Wealth Advisors
2530
Providence Wealth Advisors
Illinois
$13.6M -$56.1K -196 -0.4%
Freedom Financial Partners
2531
Freedom Financial Partners
Minnesota
$13.6M -$2.62M -9,153 -16%
MA
2532
Menlo Advisors
California
$13.6M -$17.2K -60 -0.1%
General Partner Inc
2533
General Partner Inc
Pennsylvania
$13.6M -$2.96M -10,350 -18%
Strategic Investment Solutions
2534
Strategic Investment Solutions
Illinois
$13.6M -$855K -2,988 -6%
Lombard Odier Asset Management (Europe)
2535
Lombard Odier Asset Management (Europe)
United Kingdom
$13.6M +$435K +1,522 +3%
Wealth Alliance Advisory Group
2536
Wealth Alliance Advisory Group
Kansas
$13.6M +$116K +406 +0.9%
Rede Wealth
2537
Rede Wealth
Virginia
$13.6M -$30.9K -108 -0.2%
Johnson Financial Group LLC (Colorado)
2538
Johnson Financial Group LLC (Colorado)
Colorado
$13.6M +$1.91M +6,686 +17%
Spinnaker Investment Group
2539
Spinnaker Investment Group
California
$13.6M +$1.3M +4,561 +11%
Walled Lake Planning & Wealth Management
2540
Walled Lake Planning & Wealth Management
Illinois
$13.6M +$485K +1,694 +4%
Searcy Financial Services
2541
Searcy Financial Services
Kansas
$13.6M -$266K -929 -2%
LeClair Wealth Partners
2542
LeClair Wealth Partners
Ohio
$13.6M +$11.8M +41,201 +722%
Union Heritage Capital
2543
Union Heritage Capital
Michigan
$13.6M – – –
Private Management Group
2544
Private Management Group
California
$13.6M +$177K +620 +1%
Eastover Investment Advisors
2545
Eastover Investment Advisors
North Carolina
$13.5M -$689K -2,409 -5%
Marshall Financial Group (Maryland)
2546
Marshall Financial Group (Maryland)
Maryland
$13.5M -$61.8K -216 -0.5%
Truvestments Capital
2547
Truvestments Capital
Florida
$13.5M +$270K +944 +2%
Curated Wealth Partners
2548
Curated Wealth Partners
California
$13.5M +$1.67M +5,847 +14%
Broadwater Capital
2549
Broadwater Capital
Massachusetts
$13.5M -$11.4K -40 -0.1%
Hanson & Doremus Investment Management
2550
Hanson & Doremus Investment Management
Vermont
$13.5M -$937K -3,276 -7%