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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1901
Coleford Investment Management
Canada
$19.8M -$81.3K -360 -0.5%
NCM
1902
Neumann Capital Management
California
$19.8M +$33.9K +150 +0.2%
CL
1903
CLG LLC
California
$19.8M -$59.9K -265 -0.3%
COCM
1904
Charter Oak Capital Management
New Hampshire
$19.8M +$281K +1,245 +2%
RMC
1905
Ring Mountain Capital
California
$19.8M -$11.5K -51 -0.1%
MJP
1906
Michael J. Puzo
$19.8M +$1.81K +8 +0%
BB
1907
Berkshire Bank
Massachusetts
$19.7M -$442K -1,956 -2%
LI
1908
LRI Investments
Florida
$19.7M +$867K +3,840 +5%
CWM
1909
CMH Wealth Management
New Hampshire
$19.7M -$4.79M -21,200 -22%
BWS
1910
Buck Wealth Strategies
Colorado
$19.7M +$159K +702 +0.9%
LWL
1911
Leo Wealth LLC
Texas
$19.7M -$12.8M -56,501 -42%
DFA
1912
Delta Financial Advisors
Louisiana
$19.7M +$2.84M +12,561 +19%
JEST
1913
JTC Employer Solutions Trustee
Jersey
$19.6M -$2.47M -10,930 -12%
ERIC
1914
Eagle Rock Investment Company
Georgia
$19.6M -$65.1K -288 -0.4%
AIM
1915
Acropolis Investment Management
Missouri
$19.6M +$3.66M +16,219 +20%
GEM
1916
Global Endowment Management
North Carolina
$19.6M
CCG
1917
Chatham Capital Group
Georgia
$19.6M -$415K -1,837 -2%
BW
1918
BIP Wealth
Georgia
$19.6M +$3.43M +15,177 +25%
AG
1919
AmeriFlex Group
Nevada
$19.6M +$8.42M +37,265 +94%
CL
1920
CIM LLC
New York
$19.5M -$123K -546 -0.7%
IRAG
1921
Investment Research & Advisory Group
Georgia
$19.5M +$221K +977 +1%
NIM
1922
Nicollet Investment Management
Minnesota
$19.5M -$682K -3,018 -4%
PFGIA
1923
Patriot Financial Group Insurance Agency
Massachusetts
$19.5M -$543K -2,403 -3%
IFS
1924
Ifrah Financial Services
Arkansas
$19.4M -$82.9K -367 -0.5%
JCM
1925
Janney Capital Management
Pennsylvania
$19.4M -$267K -1,181 -2%