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Name Holding Trade Value Shares
Change
Change in
Stake
Geneva Partners
5876
Geneva Partners
Wisconsin
$490K +$57.2K +200 +13%
Destiny Capital
5877
Destiny Capital
Colorado
$486K +$174K +610 +57%
RetireMitten Financial
5878
RetireMitten Financial
Michigan
$483K +$224K +783 +88%
BlueSpruce Investments
5879
BlueSpruce Investments
Illinois
$481K +$475K +1,662 New
Ariston Services Group
5880
Ariston Services Group
California
$478K +$473K +1,652 New
Erickson Financial Group
5881
Erickson Financial Group
Pennsylvania
$478K -$218K -763 -32%
RCW Management
5882
RCW Management
Florida
$477K -$23.5K -82 -5%
Lee-Kelleher Wealth Management
5883
Lee-Kelleher Wealth Management
Maryland
$474K +$32K +112 +7%
Keating Investment Counselors
5884
Keating Investment Counselors
Florida
$472K -$250K -875 -35%
Breakwater Investment Management
5885
Breakwater Investment Management
Washington
$471K +$12.3K +43 +3%
ECM
5886
EMC Capital Management
Texas
$470K +$410K +1,434 New
MGO Private Wealth
5887
MGO Private Wealth
California
$470K -$186K -649 -30%
Yardley Wealth Management
5888
Yardley Wealth Management
Pennsylvania
$469K – – –
Bear Mountain Capital
5889
Bear Mountain Capital
Washington
$469K +$286 +1 +0.1%
J2 Capital Management
5890
J2 Capital Management
Michigan
$468K +$572 +2 +0.1%
Viaable
5891
Viaable
Pennsylvania
$467K +$454K +1,588 New
Letson Investment Management
5892
Letson Investment Management
Georgia
$466K – – –
Weybosset Research & Management
5893
Weybosset Research & Management
Rhode Island
$466K – – –
Safir Wealth Advisors
5894
Safir Wealth Advisors
New Hampshire
$465K +$117K +408 +34%
Perissos Private Wealth Management
5895
Perissos Private Wealth Management
Oklahoma
$464K -$16.3K -57 -3%
Sims Investment Management
5896
Sims Investment Management
Ohio
$463K +$96.1K +336 +26%
Reicon Wealth Advisors
5897
Reicon Wealth Advisors
Georgia
$460K +$50.3K +176 +12%
Rezny Wealth Management
5898
Rezny Wealth Management
Florida
$458K +$58.9K +206 +15%
Fidelis Wealth Advisors
5899
Fidelis Wealth Advisors
Colorado
$457K +$34.9K +122 +8%
McCartney Wealth Management
5900
McCartney Wealth Management
Missouri
$456K +$14.3K +50 +3%