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Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
2901
Montz Harcus Wealth Management
Louisiana
$10.1M +$149K +521 +2%
HI
2902
Hudock Inc
Pennsylvania
$10.1M +$4.29K +15 +0%
SIM
2903
Studio Investment Management
Illinois
$10.1M -$94.7K -331 -0.9%
CC
2904
Commons Capital
Massachusetts
$10.1M +$46.1K +161 +0.5%
CPA
2905
Cathy Pareto & Associates
Florida
$10.1M -$6.29K -22 -0.1%
WCAMG
2906
Woodard & Company Asset Management Group
North Carolina
$10.1M +$112K +390 +1%
LF
2907
Lantz Financial
Illinois
$10.1M -$303K -1,060 -3%
LWMI
2908
Landmark Wealth Management (Illinois)
Illinois
$10.1M -$72.9K -255 -0.7%
AA
2909
Altman Advisors
Illinois
$10.1M -$253K -883 -2%
CFG
2910
Cambridge Financial Group
Ohio
$10.1M +$34.3K +120 +0.3%
CF
2911
Cypress Funds
California
$10M -$3.61M -12,623 -27%
CCMT
2912
CMT Capital Markets Trading
Germany
$10M +$7.73M +27,021 +352%
WQ
2913
Wealth Quarterback
New Jersey
$10M -$662K -2,315 -6%
JSAM
2914
J. Safra Asset Management
New York
$10M -$3.81M -13,335 -28%
RFMS
2915
RWQ Financial Management Services
Florida
$10M -$5.85M -20,440 -37%
WF
2916
Whelan Financial
California
$10M +$103K +360 +1%
CWA
2917
Centerline Wealth Advisors
Kentucky
$10M -$68.6K -240 -0.7%
XWL
2918
XXI Wealth LLC
Illinois
$10M +$621K +2,172 +7%
TWM
2919
Trueblood Wealth Management
Ohio
$10M +$91K +318 +0.9%
GB
2920
Goepper Burkhardt
South Carolina
$10M -$271K -946 -3%
EC
2921
EdgeRock Capital
Colorado
$10M +$1.53M +5,342 +18%
VCM
2922
Vines Capital Management
Louisiana
$10M +$23.5K +82 +0.2%
WCM
2923
Weaver Capital Management
Georgia
$10M
CVM
2924
Cheviot Value Management
California
$9.98M -$15.7K -55 -0.2%
JCM
2925
Jacobsen Capital Management
Utah
$9.97M +$2.86K +10 +0%