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Name Holding Trade Value Shares
Change
Change in
Stake
PGCM
5176
Prescott Group Capital Management
Oklahoma
$1.73M +$1.17M +4,081 +214%
Baron Financial Group
5177
Baron Financial Group
New Jersey
$1.73M +$572 +2 +0%
Steelhead Wealth Management
5178
Steelhead Wealth Management
Virginia
$1.73M +$543K +1,899 +47%
Seven Post Investment Office
5179
Seven Post Investment Office
California
$1.72M +$286K +1,000 +20%
Pitti Group Wealth Management
5180
Pitti Group Wealth Management
New York
$1.72M -$86.4K -302 -5%
Broyhill Asset Management
5181
Broyhill Asset Management
North Carolina
$1.72M – – –
Michels Family Financial
5182
Michels Family Financial
Texas
$1.72M +$61.2K +214 +4%
Carolina Wealth Management
5183
Carolina Wealth Management
North Carolina
$1.72M +$1.7M +5,942 New
Compass Financial Services
5184
Compass Financial Services
Iowa
$1.72M -$858 -3 -0.1%
Davis Wealth Advisors
5185
Davis Wealth Advisors
New Hampshire
$1.72M -$28.6K -100 -2%
Addison Advisors
5186
Addison Advisors
Vermont
$1.71M -$5.48M -19,156 -76%
Partners in Financial Planning
5187
Partners in Financial Planning
Virginia
$1.71M -$64.4K -225 -4%
Kagan Cocozza Asset Management
5188
Kagan Cocozza Asset Management
New Jersey
$1.71M -$13.2K -46 -0.8%
CMANY
5189
Capital Management Associates (New York)
New York
$1.71M – – –
Great Oak Capital Partners
5190
Great Oak Capital Partners
Massachusetts
$1.71M -$28.9K -101 -2%
Midwestern Financial
5191
Midwestern Financial
Iowa
$1.7M -$15.4K -54 -0.9%
Optima Capital
5192
Optima Capital
Oregon
$1.7M +$21.2K +74 +1%
Columbia Advisory Partners
5193
Columbia Advisory Partners
Washington
$1.7M +$8.87K +31 +0.5%
LAMC
5194
Longview Asset Management (California)
California
$1.7M – – –
Biltmore Wealth Management
5195
Biltmore Wealth Management
Arizona
$1.69M -$65.2K -228 -4%
Hubbell Strickland Wealth Management
5196
Hubbell Strickland Wealth Management
Louisiana
$1.69M -$286 -1 -0%
21 West Wealth Management
5197
21 West Wealth Management
California
$1.69M -$286 -1 -0%
Hanseatic Management Services
5198
Hanseatic Management Services
New Mexico
$1.69M +$59.8K +209 +4%
Groesbeck Investment Management
5199
Groesbeck Investment Management
New Jersey
$1.69M – – –
Blue Water Asset Management
5200
Blue Water Asset Management
Michigan
$1.69M +$35.2K +123 +2%