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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
2551
Caldwell Sutter Capital
California
$11.8M -$502K -1,927 -4%
BIM
2552
Brentview Investment Management
Illinois
$11.8M +$479K +1,840 +4%
NA
2553
Nordwand Advisors
Pennsylvania
$11.8M -$500K -1,922 -4%
KBFS
2554
Kohmann Bosshard Financial Services
Ohio
$11.8M -$36.7K -141 -0.3%
AFWM
2555
AMJ Financial Wealth Management
Virginia
$11.8M +$3.13M +12,037 +35%
BWM
2556
BKM Wealth Management
Wisconsin
$11.8M +$340K +1,305 +3%
IAS
2557
Investment Advisory Services
Texas
$11.8M -$140K -538 -1%
JPLA
2558
Joseph P. Lucia & Associates
New York
$11.8M -$324K -1,246 -3%
PMG
2559
Private Management Group
California
$11.7M -$911K -3,502 -7%
FM
2560
Freemont Management
Switzerland
$11.7M -$1.28M -4,900 -10%
DAM
2561
Delta Asset Management
Tennessee
$11.7M -$568K -2,182 -5%
AEPWM
2562
Atlantic Edge Private Wealth Management
Florida
$11.7M -$781 -3 -0%
ACM
2563
Avalon Capital Management
California
$11.7M -$2.14M -8,213 -15%
WAM
2564
Weiss Asset Management
Massachusetts
$11.7M -$15.2M -58,243 -56%
MSA
2565
Marino Stram & Associates
Massachusetts
$11.7M -$176K -678 -1%
MPIM
2566
McGinn Penninger Investment Management
Virginia
$11.7M -$2.66M -10,208 -18%
MSS
2567
Mitchell Sinkler & Starr
Pennsylvania
$11.7M +$252K +970 +2%
CSI
2568
Cross Staff Investments
New York
$11.7M +$88.2K +339 +0.7%
SH
2569
SLT Holdings
Arizona
$11.7M +$2.01M +7,729 +20%
MIM
2570
MTM Investment Management
South Carolina
$11.7M +$247K +950 +2%
KCFA
2571
Key Client Fiduciary Advisors
New Jersey
$11.7M +$121K +464 +1%
ECA
2572
Elevated Capital Advisors
Utah
$11.7M -$1.11M -4,274 -9%
FCT
2573
First Community Trust
Iowa
$11.7M +$31.2K +120 +0.3%
SWIM
2574
Smallwood Wealth Investment Management
New Jersey
$11.7M -$119K -459 -1%
WMA
2575
West Michigan Advisors
Michigan
$11.6M +$1.16M +4,444 +11%