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Name Holding Trade Value Shares
Change
Change in
Stake
AA
4901
Aufman Associates
Pennsylvania
$2.11M -$176K -654 -8%
BFG
4902
Baron Financial Group
New Jersey
$2.11M +$91.3K +340 +5%
BI
4903
Berkeley Inc
Idaho
$2.11M +$1.38M +5,144 +197%
TMC
4904
Themes Management Co
Connecticut
$2.11M +$2.08M +7,758 New
FPW
4905
Flywheel Private Wealth
California
$2.11M -$352K -1,310 -14%
AAS
4906
Asset Allocation Strategies
Michigan
$2.11M +$32.2K +120 +2%
LBC
4907
Lane Brothers & Co
Arizona
$2.11M +$2.08M +7,743 New
BWM
4908
Bosman Wealth Management
California
$2.1M -$537 -2 -0%
VCS
4909
Vaughan & Co Securities
New Jersey
$2.1M +$198K +736 +11%
Polen Capital Management
4910
Polen Capital Management
Florida
$2.1M -$2.05M -7,631 -50%
TWM
4911
Tolleson Wealth Management
Texas
$2.1M -$757K -2,820 -27%
WH
4912
Wallace Hart
Kentucky
$2.1M +$1.23M +4,594 +147%
CIS
4913
Continental Investors Services
Washington
$2.1M +$57.7K +215 +3%
ACM
4914
Adalta Capital Management
New York
$2.09M -$101K -375 -5%
LTL
4915
Lowery Thomas LLC
California
$2.09M -$7.52K -28 -0.4%
PC
4916
PCB Capital
New Jersey
$2.09M +$2.06M +7,685 New
I2I
4917
Insight 2811 Inc
Illinois
$2.09M -$173K -645 -8%
SC
4918
Stephenson & Company
California
$2.09M
CIM
4919
Capital Investment Management
Missouri
$2.08M +$2.06M +7,660 New
HAS
4920
Holland Advisory Services
Florida
$2.08M -$26.3K -98 -1%
SRM
4921
Shelter Rock Management
New York
$2.08M +$2.05M +7,648 New
HFW
4922
Horizon Family Wealth
Illinois
$2.08M -$2.69K -10 -0.1%
IFO
4923
Independent Family Office
New York
$2.08M +$29.5K +110 +1%
LJCM
4924
Lee Johnson Capital Management
Texas
$2.07M -$69.5K -259 -3%
BFS
4925
Burr Financial Services
California
$2.07M -$165K -616 -7%