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Name Holding Trade Value Shares
Change
Change in
Stake
LA
3051
Lifeworks Advisors
Michigan
$6.34M +$395K +1,954 +7%
OCPWS
3052
One Charles Private Wealth Services
Massachusetts
$6.34M +$109K +540 +2%
PBF
3053
Petix & Botte Financial
California
$6.33M +$1.62K +8 +0%
BC
3054
Barrett & Company
Rhode Island
$6.33M +$64K +317 +1%
GCM
3055
G2 Capital Management
Ohio
$6.33M -$7.67K -38 -0.1%
FSCM
3056
Front Street Capital Management
Montana
$6.32M -$165K -815 -3%
APC
3057
Aspire Private Capital
North Carolina
$6.32M +$158K +781 +3%
HWM
3058
Hohimer Wealth Management
Washington
$6.31M +$221K +1,095 +4%
KTC
3059
Kentucky Trust Company
Kentucky
$6.31M +$61.6K +305 +1%
NAMNJ
3060
NorthStar Asset Management (New Jersey)
New Jersey
$6.31M +$251K +1,245 +4%
RIM
3061
RW Investment Management
Idaho
$6.3M +$721K +3,569 +13%
JFA
3062
JNBA Financial Advisors
Minnesota
$6.3M +$57.2K +283 +0.9%
AWG
3063
Altus Wealth Group
Colorado
$6.29M +$29.3K +145 +0.5%
BAM
3064
BOS Asset Management
Illinois
$6.29M -$48.9K -242 -0.8%
NWA
3065
New World Advisors
Massachusetts
$6.28M +$762K +3,773 +14%
AWP
3066
Abacus Wealth Partners
California
$6.27M -$293K -1,450 -5%
BMC
3067
Beaton Management Company
Massachusetts
$6.26M -$45.4K -225 -0.7%
HIS
3068
Horizon Investment Services
Indiana
$6.26M -$263K -1,304 -4%
VRM
3069
Vectors Research Management
New York
$6.25M -$15.1K -75 -0.2%
QP
3070
Quartz Partners
New York
$6.25M +$138K +683 +2%
IIL
3071
Insight Inv LLC
California
$6.23M -$7.74M -38,348 -56%
FF
3072
Farrell Financial
New York
$6.23M -$311K -1,538 -5%
MW
3073
Maia Wealth
Colorado
$6.23M +$509K +2,520 +9%
EFA
3074
Edge Financial Advisors
Illinois
$6.23M +$600K +2,973 +11%
CWA
3075
Centennial Wealth Advisory
Michigan
$6.22M +$122K +605 +2%