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Name Holding Trade Value Shares
Change
Change in
Stake
MTI
2851
Merrithew & Thorsten Inc
California
$10.5M -$186K -651 -2%
WFA
2852
WestHill Financial Advisors
California
$10.5M -$352K -1,232 -3%
CWG
2853
Crown Wealth Group
North Carolina
$10.5M +$954K +3,335 +10%
VIS
2854
Vega Investment Solutions
France
$10.5M -$3.16M -11,037 -23%
CM
2855
Columbus Macro
Pennsylvania
$10.5M +$186K +651 +2%
LCM
2856
Legato Capital Management
California
$10.4M -$6.62M -23,152 -39%
SF
2857
SWP Financial
California
$10.4M +$161K +563 +2%
OCM
2858
Orleans Capital Management
Louisiana
$10.4M +$772K +2,700 +8%
AA
2859
Alesco Advisors
New York
$10.4M -$66.4K -232 -0.6%
MC
2860
Matisse Capital
Oregon
$10.4M -$8.29K -29 -0.1%
WPA
2861
Wealth Preservation Advisors
Tennessee
$10.4M +$2.03M +7,103 +25%
CP
2862
Creekside Partners
California
$10.4M -$324K -1,131 -3%
OIM
2863
Orca Investment Management
Oregon
$10.4M -$138K -483 -1%
GHA
2864
Granite Harbor Advisors
Texas
$10.4M -$290K -1,015 -3%
IAAG
2865
Innovative Asset Advisors Group
Connecticut
$10.4M +$326K +1,138 +3%
IFPG
2866
Intrepid Financial Planning Group
Indiana
$10.4M -$125K -437 -1%
VDI
2867
Vaughan David Investments
Illinois
$10.3M +$22.6K +79 +0.2%
SPA
2868
Sentinel Pension Advisors
Massachusetts
$10.3M +$195K +680 +2%
TFA
2869
Trinity Financial Advisors
Ohio
$10.3M -$134K -467 -1%
TWP
2870
Tempus Wealth Planning
California
$10.3M +$34.6K +121 +0.3%
M
2871
MATAURO
New York
$10.3M -$149K -522 -1%
PC
2872
Pecaut & Co
Iowa
$10.3M -$206K -721 -2%
LFS
2873
Lighthouse Financial Services
California
$10.3M -$45.5K -159 -0.5%
PSB
2874
Piscataqua Savings Bank
New Hampshire
$10.3M -$510K -1,784 -5%
SWP
2875
Summit Wealth Partners
Florida
$10.3M +$152K +532 +2%