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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2601
WestHill Financial Advisors
California
$9.05M -$105K -518 -1%
BFG
2602
Beacon Financial Group
Texas
$9.03M -$67.2K -333 -0.8%
NCM
2603
Next Capital Management
New York
$9.03M +$408K +2,021 +5%
CWA
2604
Centerline Wealth Advisors
Kentucky
$9.03M -$11.9K -59 -0.1%
CAM
2605
Chou Associates Management
Ontario, Canada
$9.03M
CCAM
2606
Cascades Capital Asset Management
North Carolina
$9.03M -$537K -2,659 -6%
SFS
2607
Stiles Financial Services
Minnesota
$9M +$9.9K +49 +0.1%
CSA
2608
Cottage Street Advisors
Massachusetts
$8.99M -$13.4M -66,474 -60%
BEAM
2609
Baker Ellis Asset Management
Washington
$8.98M -$1.62K -8 -0%
SIA
2610
SGL Investment Advisors
Montana
$8.97M +$147K +726 +2%
FHWM
2611
Fox Hill Wealth Management
Massachusetts
$8.96M -$1.13M -5,580 -11%
CIA
2612
Cohen Investment Advisors
New Hampshire
$8.95M -$229K -1,134 -3%
GCM
2613
Goldstream Capital Management
Hong Kong
$8.94M -$1.83M -9,053 -17%
EBA
2614
Eagle Bay Advisors
New York
$8.92M -$289K -1,430 -3%
PWM
2615
Pines Wealth Management
North Carolina
$8.91M +$528K +2,616 +7%
VBCG
2616
Valley Brook Capital Group
Pennsylvania
$8.91M -$919K -4,550 -9%
WIC
2617
WealthBridge Investment Counsel
Alberta, Canada
$8.91M -$17.2K -85 -0.2%
CTC
2618
Cetera Trust Company
Minnesota
$8.9M -$238K -1,180 -3%
CF
2619
Convergence Financial
Missouri
$8.9M +$640K +3,168 +8%
CIG
2620
Cairn Investment Group
Washington
$8.87M -$136K -675 -2%
KF
2621
KKM Financial
Illinois
$8.87M +$724K +3,583 +9%
IIA
2622
Integral Investment Advisors
California
$8.87M +$293K +1,452 +3%
FF
2623
Fluent Financial
Texas
$8.86M +$7.97M +39,444 +1,052%
PD
2624
Planning Directions
Pennsylvania
$8.86M -$159K -789 -2%
SFS
2625
Security Financial Services
Indiana
$8.83M +$34.7K +172 +0.4%