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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1626
Covenant Asset Management
New Jersey
$17M -$3.74M -25,345 -20%
PCMK
1627
Paragon Capital Management (Kansas)
Kansas
$16.9M -$313K -2,120 -2%
MFA
1628
Mayflower Financial Advisors
Massachusetts
$16.9M +$276K +1,868 +2%
PMG
1629
ProVise Management Group
Florida
$16.9M -$78.2K -530 -0.5%
WC
1630
Weil Company
California
$16.9M +$14.9K +101 +0.1%
FFG
1631
Frisch Financial Group
New York
$16.8M -$126K -853 -0.8%
DEA
1632
DoubleLine ETF Adviser
Florida
$16.8M +$2.21M +14,999 +17%
FDS
1633
First Dallas Securities
Texas
$16.8M -$205K -1,389 -1%
MSS
1634
Mitchell Sinkler & Starr
Pennsylvania
$16.8M -$33.2K -225 -0.2%
PWM
1635
Paulson Wealth Management
Illinois
$16.8M -$42.3K -287 -0.3%
PMFA
1636
Plante Moran Financial Advisors
Michigan
$16.8M -$677K -4,589 -4%
AMG
1637
Asset Management Group
Connecticut
$16.8M +$35K +237 +0.2%
LCM
1638
Liberty Capital Management
Michigan
$16.7M -$141K -953 -0.9%
NCM
1639
Nelson Capital Management
California
$16.7M +$183K +1,243 +1%
THWM
1640
Taylor Hoffman Wealth Management
Virginia
$16.7M +$266K +1,801 +2%
TFA
1641
Toth Financial Advisory
Virginia
$16.7M +$912K +6,183 +7%
MCP
1642
Mirador Capital Partners
California
$16.7M -$655K -4,439 -4%
RWB
1643
RMR Wealth Builders
New Jersey
$16.7M +$5.33M +36,116 +56%
PG
1644
Patten Group
Tennessee
$16.6M +$6.2K +42 +0%
CC
1645
Callan Capital
California
$16.6M -$127K -861 -0.8%
RLIM
1646
Red Lighthouse Investment Management
New York
$16.6M -$59.6K -404 -0.4%
RWP
1647
Ridgecrest Wealth Partners
California
$16.5M +$20.2K +137 +0.1%
BB
1648
Berkshire Bank
Massachusetts
$16.5M -$493K -3,342 -3%
HWM
1649
HFR Wealth Management
New York
$16.5M -$97.2K -659 -0.7%
MA
1650
MJP Associates
Connecticut
$16.5M +$846K +5,731 +6%