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Name Holding Trade Value Shares
Change
Change in
Stake
VIA
3026
Vickerman Investment Advisors
Washington
$3.48M +$208K +1,374 +6%
Capital Fund Management (CFM)
3027
Capital Fund Management (CFM)
France
$3.48M -$46.1M -304,598 -92%
FFG
3028
Fortem Financial Group
California
$3.48M -$112K -739 -3%
OBWP
3029
O'Brien Wealth Partners
Massachusetts
$3.48M -$234K -1,545 -6%
CMANY
3030
Capital Management Associates (New York)
New York
$3.48M +$98.4K +650 +3%
HCM
3031
HMS Capital Management
Tennessee
$3.48M +$1.17M +7,696 +43%
OFS
3032
OneAscent Financial Services
Alabama
$3.47M +$2.04M +13,457 +113%
LGWM
3033
Litman Gregory Wealth Management
California
$3.47M +$43.9K +290 +1%
CFCI
3034
Comprehensive Financial Consultants Institutional
Indiana
$3.47M +$3.6M +23,771 New
MPIA
3035
Mountain Pacific Investment Advisers
Idaho
$3.47M -$118K -782 -3%
WCM
3036
Weik Capital Management
Pennsylvania
$3.46M +$12.9K +85 +0.3%
CBC
3037
Coombe, Bender & Co
New York
$3.46M +$3.83M +25,319 New
BMM
3038
Berkshire Money Management
Massachusetts
$3.46M +$695K +4,586 +22%
APA
3039
Astoria Portfolio Advisors
New York
$3.46M +$2.01M +13,301 +111%
OFG
3040
OmniStar Financial Group
North Carolina
$3.45M +$35.6K +235 +0.9%
CG
3041
Corundum Group
Colorado
$3.45M +$462K +3,049 +14%
AAM
3042
Arabesque Asset Management
United Kingdom
$3.45M -$283K -1,870 -7%
TA
3043
Trellis Advisors
Washington
$3.45M +$129K +853 +3%
OCM
3044
Oribel Capital Management
New York
$3.45M -$10.7M -70,500 -59%
CSWM
3045
Cassady Schiller Wealth Management
Ohio
$3.44M -$18.6K -123 -0.5%
SIM
3046
SSI Investment Management
California
$3.44M -$1.11M -7,361 -23%
CAP
3047
Columbia Advisory Partners
Washington
$3.43M +$160K +1,057 +4%
HFS
3048
Heritage Financial Services
Massachusetts
$3.43M -$65.7K -434 -2%
HC
3049
Hamilton Capital
Ohio
$3.42M +$83.4K +551 +2%
LCM
3050
Lewis Capital Management
California
$3.42M -$16.2K -107 -0.4%