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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2601
Sovereign Financial Group
Connecticut
$4.59M +$1.1M +8,547 +29%
BFWA
2602
Benchmark Financial Wealth Advisors
Florida
$4.58M -$687K -5,354 -12%
CMANY
2603
Capital Management Associates (New York)
New York
$4.57M +$999K +7,784 +26%
BIG
2604
Boothe Investment Group
Delaware
$4.56M +$1.86M +14,504 +64%
MAM
2605
Martingale Asset Management
Massachusetts
$4.55M -$31.8M -247,554 -87%
CCM
2606
Colorado Capital Management
Colorado
$4.55M +$110K +856 +2%
WOC
2607
West Oak Capital
California
$4.55M -$243K -1,894 -5%
STC
2608
Sarah T. Connolly
$4.54M -$188K -1,463 -4%
MWPCG
2609
Measured Wealth Private Client Group
New Hampshire
$4.54M +$17.6K +137 +0.4%
EA
2610
Elm Advisors
California
$4.54M -$183K -1,425 -4%
FIM
2611
Fruth Investment Management
Texas
$4.54M -$5.78K -45 -0.1%
CIC
2612
Chase Investment Counsel
Virginia
$4.53M -$4.66M -36,277 -49%
FSCM
2613
Front Street Capital Management
Montana
$4.51M -$336K -2,621 -7%
GSIS
2614
Global Strategic Investment Solutions
Arizona
$4.51M +$287K +2,233 +6%
ACM
2615
AlphaStar Capital Management
North Carolina
$4.5M +$1.7M +13,265 +56%
PP
2616
PrairieView Partners
Minnesota
$4.5M +$302K +2,355 +7%
SG
2617
Somerset Group
Minnesota
$4.49M +$99.2K +773 +2%
TAM
2618
Townsend Asset Management
North Carolina
$4.49M -$58.5K -456 -1%
BA
2619
Bridge Advisory
California
$4.49M -$275K -2,139 -6%
SLG
2620
Stanley-Laman Group
Pennsylvania
$4.49M +$151K +1,179 +3%
WCM
2621
Wunderlich Capital Managemnt
Tennessee
$4.48M -$208K -1,619 -4%
FIM
2622
FWL Investment Management
Texas
$4.48M +$188K +1,465 +4%
RCS
2623
Retirement Capital Strategies
California
$4.47M -$4.72M -36,748 -50%
AWP
2624
Abacus Wealth Partners
California
$4.47M -$217K -1,693 -4%
PHAM
2625
Palisades Hudson Asset Management
Florida
$4.47M -$392K -3,054 -8%