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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
3801
Safir Wealth Advisors
New Hampshire
$176K +$160K +1,329 New
NC
3802
Nixon Capital
Texas
$172K +$156K +1,300 New
MAM
3803
Magellan Asset Management
Australia
$167K +$128K +1,068 +568%
ITFISA
3804
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$124K +$61.5K +511 +122%
LAS
3805
Lloyd Advisory Services
Georgia
$101K +$15.3K +127 +20%
BBP
3806
Banco BTG Pactual
Brazil
$98K +$89.1K +741 New
IA
3807
IFS Advisors
Kansas
$95K +$86.7K +721 New
MFM
3808
MD Financial Management
Ontario, Canada
$93K +$84.2K +700 New
AWMS
3809
Advocacy Wealth Management Services
Georgia
$90K -$2.04K -17 -2%
ECM
3810
EMC Capital Management
Texas
$80K +$72.2K +600 New
Barrow, Hanley, Mewhinney & Strauss
3811
Barrow, Hanley, Mewhinney & Strauss
Texas
$77K -$52.3K -435 -43%
WIM
3812
Weitz Investment Management
Nebraska
$74K
IWMA
3813
Ironwood Wealth Management (Arizona)
Arizona
$70K +$51.6K +429 +429%
SFA
3814
Semmax Financial Advisors
North Carolina
$69K +$120 +1 +0.2%
CI
3815
Cordant Inc
Oregon
$67K
SFG
3816
Sage Financial Group
Pennsylvania
$65K
GKIM
3817
GW&K Investment Management
Massachusetts
$53K
HF
3818
Halpern Financial
Virginia
$50.8K -$7.82K -65 -15%
MGIM
3819
M&G Investment Management
United Kingdom
$49.2K -$19.8M -164,752 -31%
FFC
3820
Fure Financial Corporation
Minnesota
$43K
VLKIM
3821
Van Lanschot Kempen Investment Management
Netherlands
$40K -$18.4K -153 -34%
LAM
3822
Lountzis Asset Management
Pennsylvania
$38K
GCGDR
3823
Geo Capital Gestora de Recursos
Brazil
$37K +$33.4K +278 New
CBTWT
3824
Community Bank & Trust (Waco, Texas)
Texas
$36.4K -$30.3M -252,077 -90%
CPFP
3825
Clear Perspectives Financial Planning
Ohio
$27K +$24.5K +204 New