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Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
2226
O'Brien Wealth Partners
Massachusetts
$13.6M -$1.85K -8 -0%
SAM
2227
Secure Asset Management
Michigan
$13.5M -$36.4M -157,296 -72%
MWP
2228
MYCIO Wealth Partners
Pennsylvania
$13.5M -$4.4K -19 -0%
KFA
2229
Kelleher Financial Advisors
New York
$13.5M +$180K +778 +1%
V
2230
VeraBank
Texas
$13.5M -$109K -470 -0.8%
HFM
2231
Hartford Financial Management
Connecticut
$13.5M -$167K -723 -1%
BIP
2232
Blueprint Investment Partners
North Carolina
$13.5M -$4.46M -19,254 -24%
BW
2233
BIP Wealth
Georgia
$13.5M -$307K -1,326 -2%
AWM
2234
Aprio Wealth Management
Georgia
$13.5M +$1.02M +4,389 +8%
CMAI
2235
Capital Management Associates Inc
Minnesota
$13.4M +$5.78M +24,939 +70%
WCWM
2236
Willow Creek Wealth Management
California
$13.4M +$28.5K +123 +0.2%
PR
2237
Payden & Rygel
California
$13.4M +$2.41M +10,400 +21%
FHC
2238
First Heartland Consultants
Missouri
$13.4M -$1.34M -5,772 -9%
HCM
2239
Hodges Capital Management
Texas
$13.4M -$4.24M -18,299 -23%
FFP
2240
Freedom Financial Partners
Minnesota
$13.4M -$110K -473 -0.8%
TPW
2241
Talon Private Wealth
Florida
$13.4M +$13.9M +59,933 +14,762%
ATFA
2242
All Terrain Financial Advisors
Minnesota
$13.4M -$108K -467 -0.8%
RIM
2243
Redwood Investment Management
Arizona
$13.4M +$7.28M +31,421 +109%
A
2244
Argentarii
Ohio
$13.4M +$672K +2,900 +5%
CIP
2245
Capital Insight Partners
Arizona
$13.4M -$63.7K -275 -0.5%
REMPR
2246
Roof Eidam Maycock Peralta (REMP)
California
$13.3M -$767K -3,311 -5%
APW
2247
Aventura Private Wealth
Florida
$13.3M +$1.14M +4,937 +9%
ITIM
2248
Indiana Trust & Investment Management
Indiana
$13.3M -$400K -1,728 -3%
TFGT
2249
TS Financial Group (TSFG)
Illinois
$13.3M +$1.17M +5,043 +9%
BKA
2250
Brick & Kyle Associates
Pennsylvania
$13.3M -$248K -1,070 -2%