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Name Holding Trade Value Shares
Change
Change in
Stake
SEC
2676
Seven Eight Capital
New York
$5M +$5.2M +36,418 +1,745%
GAM
2677
Gemmer Asset Management
California
$5M -$169K -1,181 -3%
OIM
2678
Orca Investment Management
Oregon
$4.99M -$28K -196 -0.5%
TCPWM
2679
Traverso Chambers Private Wealth Management
California
$4.99M +$57.2K +400 +1%
NPP
2680
New Potomac Partners
Maryland
$4.98M -$74.3K -520 -1%
SFS
2681
Security Financial Services
Indiana
$4.98M +$20.6K +144 +0.4%
DCM
2682
Delta Capital Management
New Jersey
$4.98M -$42.9K -300 -0.8%
MPW
2683
MGO Private Wealth
California
$4.97M -$161K -1,125 -3%
KC
2684
Kenfarb & Co
Kentucky
$4.97M -$21.4K -150 -0.4%
MW
2685
MBL Wealth
North Carolina
$4.97M -$80.7K -565 -1%
HCM
2686
Hall Capital Management
Rhode Island
$4.95M +$143K +1,004 +3%
GBWM
2687
Granite Bay Wealth Management
New Hampshire
$4.94M +$77.6K +543 +1%
GA
2688
Geller Advisors
New York
$4.94M -$215K -1,505 -4%
LF
2689
LifeSteps Financial
California
$4.94M -$201K -1,403 -4%
FCB
2690
First Command Bank
Texas
$4.93M -$100K -701 -2%
FCFS
2691
First Command Financial Services
Texas
$4.93M -$100K -701 -2%
3IP
2692
3Chopt Investment Partners
Virginia
$4.93M +$5.43M +37,963 New
LC
2693
LCNB Corp
Ohio
$4.93M +$6.43K +45 +0.1%
EIG
2694
Ellenbecker Investment Group
Wisconsin
$4.92M +$167K +1,172 +3%
WAL
2695
W Advisors LLC
Tennessee
$4.92M -$28.2K -197 -0.5%
LFGO
2696
Legacy Financial Group (Oklahoma)
Oklahoma
$4.92M +$5.41M +37,835 New
MM
2697
Meridian Management
Arkansas
$4.92M -$65.9K -461 -1%
TPW
2698
Transatlantique Private Wealth
New York
$4.91M +$424K +2,966 +9%
MJB
2699
Mark J. Bradley
$4.91M -$180K -1,260 -3%
AWM
2700
Aberdeen Wealth Management
Illinois
$4.91M +$526K +3,682 +11%