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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2151
IFC Advisors
California
$17.5M +$1.47M +5,488 +9%
SIC
2152
Sterling Investment Counsel
New York
$17.5M +$2.53M +9,414 +17%
AWS
2153
Arkfeld Wealth Strategies
Nebraska
$17.5M -$34.6K -129 -0.2%
CWP
2154
Core Wealth Partners
California
$17.4M -$152K -566 -0.9%
FPH
2155
Financial Planning Hawaii
Hawaii
$17.4M +$17.2M +64,047 New
FP
2156
Financial Perspectives
Minnesota
$17.4M -$20.9K -78 -0.1%
LIA
2157
LBMC Investment Advisors
Tennessee
$17.4M +$31.7K +118 +0.2%
CIG
2158
Consolidated Investment Group
Colorado
$17.3M
TW
2159
Tempo Wealth
Ohio
$17.3M +$17.1M +63,697 New
CW
2160
Channel Wealth
California
$17.3M +$1.64M +6,108 +11%
OIS
2161
Okabena Investment Services
Minnesota
$17.3M +$5.76M +21,456 +51%
SCM
2162
Spring Capital Management
Texas
$17.3M -$573K -2,134 -3%
AIIMS
2163
Analyst IMS Investment Management Services
Israel
$17.2M -$3.17M -11,811 -16%
IF
2164
IRON Financial
Illinois
$17.2M -$158K -587 -0.9%
TCM
2165
Triumph Capital Management
Colorado
$17.2M +$12.7M +47,284 +294%
BFPW
2166
BOK Financial Private Wealth
Colorado
$17.2M +$303K +1,130 +2%
GMA
2167
Glassy Mountain Advisors
Maryland
$17.2M -$921K -3,432 -5%
DIM
2168
DLK Investment Management
California
$17.2M +$30.1K +112 +0.2%
CFA
2169
Churchill Financial Advisors
Kentucky
$17.2M +$16.9M +63,093 New
CFA
2170
CWS Financial Advisors
Michigan
$17.1M -$519K -1,935 -3%
AIA
2171
AssuredPartners Investment Advisors
Florida
$17.1M +$8.53M +31,759 +102%
SDAM
2172
Shulman DeMeo Asset Management
New York
$17.1M -$37K -138 -0.2%
MC
2173
Muhlenkamp & Co
Pennsylvania
$17.1M +$45.1K +168 +0.3%
HWP
2174
Highline Wealth Partners
California
$17.1M +$99.9K +372 +0.6%
MCM
2175
Monarch Capital Management
Indiana
$17.1M -$619K -2,304 -4%