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Name Holding Trade Value Shares
Change
Change in
Stake
Peachtree Investment Partners
1326
Peachtree Investment Partners
Florida
$41.2M +$606K +2,117 +2%
Jamison Private Wealth Management
1327
Jamison Private Wealth Management
Georgia
$41.1M +$2.38M +8,338 +6%
Mengis Capital Management
1328
Mengis Capital Management
Oregon
$41M -$43.8K -153 -0.1%
Callahan Advisors
1329
Callahan Advisors
Texas
$40.9M +$244K +852 +0.6%
Bogart Wealth LLC
1330
Bogart Wealth LLC
Virginia
$40.9M +$1.83M +6,413 +5%
Rothschild Capital Partners
1331
Rothschild Capital Partners
New York
$40.9M +$142K +496 +0.4%
Azzad Asset Management
1332
Azzad Asset Management
Virginia
$40.9M -$9.43M -32,972 -19%
LMR Partners
1333
LMR Partners
United Kingdom
$40.9M -$27.6M -96,615 -41%
Capital International
1334
Capital International
California
$40.8M +$10.9M +38,278 +37%
Lodestar Private Asset Management
1335
Lodestar Private Asset Management
California
$40.8M -$589K -2,059 -1%
Embree Financial Group
1336
Embree Financial Group
Illinois
$40.8M -$740K -2,588 -2%
Renaissance Group
1337
Renaissance Group
Kentucky
$40.8M -$5.04M -17,633 -11%
MJP Associates
1338
MJP Associates
Connecticut
$40.7M +$374K +1,308 +0.9%
Evergreen Wealth Solutions
1339
Evergreen Wealth Solutions
Pennsylvania
$40.7M +$8.89M +31,081 +30%
Strategic Planning Group
1340
Strategic Planning Group
Utah
$40.7M -$890K -3,110 -2%
Kiley Juergens Wealth Management
1341
Kiley Juergens Wealth Management
Washington
$40.7M -$606K -2,117 -1%
Smith, Moore & Co
1342
Smith, Moore & Co
Missouri
$40.6M -$693K -2,424 -2%
Pennsylvania Capital Management
1343
Pennsylvania Capital Management
Pennsylvania
$40.5M -$2.5M -8,754 -6%
Elequin Capital
1344
Elequin Capital
New York
$40.5M +$40M +140,000 +4,666,667%
LVW Advisors
1345
LVW Advisors
New York
$40.5M +$108K +379 +0.3%
Greenwood Capital Associates
1346
Greenwood Capital Associates
South Carolina
$40.5M -$305K -1,067 -0.8%
Greatmark Investment Partners
1347
Greatmark Investment Partners
Georgia
$40.5M -$618K -2,159 -2%
SFG
1348
SageGuard Financial Group
Tennessee
$40.5M -$824K -2,881 -2%
Stembrook Asset Management
1349
Stembrook Asset Management
New Jersey
$40.4M -$28.6K -100 -0.1%
Suncoast Equity Management
1350
Suncoast Equity Management
Florida
$40.2M -$7.28M -25,455 -15%