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Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
2551
Investor's Fiduciary Advisor Network
Washington
$13.3M -$3.33M -11,629 -20%
MWM
2552
Maridea Wealth Management
New York
$13.3M +$4.37M +15,280 +50%
MIM
2553
MTM Investment Management
South Carolina
$13.3M +$17.2K +60 +0.1%
FA
2554
Faithward Advisors
Pennsylvania
$13.3M +$13.2M +46,051 New
SCA
2555
Stokes Capital Advisors
South Carolina
$13.3M +$120K +421 +0.9%
DAM
2556
Delta Asset Management
Tennessee
$13.3M -$53.2K -186 -0.4%
RFM
2557
Royal Fund Management
Florida
$13.3M -$642K -2,246 -5%
JPLA
2558
Joseph P. Lucia & Associates
New York
$13.3M -$122K -425 -0.9%
CTFG
2559
Capstone Triton Financial Group
Oklahoma
$13.3M +$13.1M +45,860 New
FFA
2560
Fairfield Financial Advisors
Massachusetts
$13.2M -$315K -1,103 -2%
LAIC
2561
Lederer & Associates Investment Counsel
California
$13.2M -$712K -2,489 -5%
CRI
2562
Colonial River Investments
Virginia
$13.2M -$930K -3,250 -7%
BFG
2563
Beacon Financial Group
Texas
$13.2M +$680K +2,378 +5%
DOA
2564
D'Orazio & Associates
Virginia
$13.2M +$658K +2,300 +5%
IIL
2565
Income Insurance Ltd
$13.2M +$206K +720 +2%
Sands Capital Management
2566
Sands Capital Management
Virginia
$13.2M +$12.1M +42,379 +1,317%
SWIM
2567
Smallwood Wealth Investment Management
New Jersey
$13.2M -$130K -453 -1%
HC
2568
Hamilton Capital
Ohio
$13.2M -$318K -1,112 -2%
SFS
2569
Security Financial Services
Indiana
$13.2M +$241K +843 +2%
KCFA
2570
Key Client Fiduciary Advisors
New Jersey
$13.1M -$166K -580 -1%
BWM
2571
BKM Wealth Management
Wisconsin
$13.1M -$276K -964 -2%
FCAS
2572
First Command Advisory Services
Texas
$13.1M -$899K -3,142 -6%
MPIM
2573
McGinn Penninger Investment Management
Virginia
$13.1M -$217K -760 -2%
BEAM
2574
Baker Ellis Asset Management
Washington
$13.1M +$217K +760 +2%
AFA
2575
Antonelli Financial Advisors
Michigan
$13.1M -$576K -2,012 -4%