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Name Holding Trade Value Shares
Change
Change in
Stake
BM
2701
Berman McAleer
Maryland
$247K +$7.19K +21 +3%
VWM
2702
Vivid Wealth Management
Iowa
$247K -$2.16M -6,304 -90%
CFGA
2703
Cambridge Financial Group (Arizona)
Arizona
$247K -$8.22K -24 -3%
EMAM
2704
Encompass More Asset Management
California
$247K +$3.08K +9 +1%
PSCM
2705
Per Stirling Capital Management
Texas
$247K -$2.05K -6 -0.9%
KIM
2706
Karpus Investment Management
New York
$246K
AGP
2707
Autumn Glory Partners
Texas
$246K +$1.03K +3 +0.4%
B
2708
BetterWealth
California
$246K +$685 +2 +0.3%
AAM
2709
Austin Asset Management
Texas
$245K +$17.5K +51 +8%
DBRC
2710
D.B. Root & Company
Pennsylvania
$244K -$12K -35 -5%
Loomis, Sayles & Company
2711
Loomis, Sayles & Company
Massachusetts
$244K +$12.7K +37 +6%
MEG
2712
Millstone Evans Group
Colorado
$244K +$2.4K +7 +1%
VCM
2713
Virtue Capital Management
Tennessee
$243K -$23.3K -68 -9%
GSF
2714
Grove Street Fiduciary
New Hampshire
$243K
MBFW
2715
Morton Brown Family Wealth
Pennsylvania
$243K
CWMK
2716
Caliber Wealth Management (Kansas)
Kansas
$243K -$8.56K -25 -4%
CC
2717
Capital Counsel
New York
$241K
HCRE
2718
Hoya Capital Real Estate
Connecticut
$241K
ZWA
2719
Zinnia Wealth Advisory
Florida
$241K +$227K +664 New
KA
2720
KDT Advisors
New York
$240K +$4.79K +14 +2%
LWA
2721
Legacy Wealth Advisors
Florida
$240K +$22.9K +67 +11%
BCI
2722
Blue Capital Inc
Nebraska
$240K +$227K +664 New
VIP
2723
Vista Investment Partners
Oklahoma
$240K -$342 -1 -0.2%
BEW
2724
Burton Enright Welch
California
$240K +$2.4K +7 +1%
JMA
2725
J.M. Arbour
Maine
$240K +$7.87K +23 +4%