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Name Holding Trade Value Shares
Change
Change in
Stake
DFA
2526
Delta Financial Advisors
Louisiana
$2.78M +$14.7K +110 +0.5%
MHWM
2527
Montz Harcus Wealth Management
Louisiana
$2.78M +$8.44K +63 +0.3%
HA
2528
Harfst & Associates
Wyoming
$2.77M -$75.6K -564 -3%
DIP
2529
DT Investment Partners
Pennsylvania
$2.77M +$31.9K +238 +1%
LA
2530
Lindenwold Advisors
Pennsylvania
$2.77M -$2.81K -21 -0.1%
GKFF
2531
George Kaiser Family Foundation
Oklahoma
$2.76M
GIS
2532
Graphene Investments SAS
France
$2.76M -$335K -2,500 -10%
FW
2533
FirstPurpose Wealth
Utah
$2.76M -$265K -1,978 -8%
ML
2534
McAdam LLC
Pennsylvania
$2.75M +$349K +2,607 +14%
JWM
2535
JGP Wealth Management
Oregon
$2.73M +$22.8K +170 +0.8%
MFS
2536
Mirabella Financial Services
United Kingdom
$2.73M -$4.11M -30,708 -59%
HL
2537
HeadInvest LLC
Maine
$2.73M
SA
2538
SAM Advisors
California
$2.72M -$48.1K -359 -2%
VCM
2539
Verde Capital Management
Michigan
$2.71M -$467K -3,488 -14%
LWA
2540
Lineweaver Wealth Advisors
Ohio
$2.71M -$111K -827 -4%
BCP
2541
Blue Chip Partners
Michigan
$2.71M +$279K +2,085 +11%
RAM
2542
RWC Asset Management
United Kingdom
$2.71M -$22.9M -171,262 -89%
BIP
2543
Blueprint Investment Partners
North Carolina
$2.7M +$735K +5,483 +35%
WC
2544
Woodstock Corp
Massachusetts
$2.69M +$38.2K +285 +1%
EFM
2545
Eley Financial Management
Vermont
$2.69M -$13K -97 -0.5%
SCP
2546
Shorepoint Capital Partners
Massachusetts
$2.69M -$2.79M -20,852 Closed
CBA
2547
Coastal Bridge Advisors
Connecticut
$2.68M +$278K +2,072 +11%
GAA
2548
Global Assets Advisory
Florida
$2.68M -$323K -2,414 -10%
SCP
2549
Stamos Capital Partners
California
$2.68M -$1.32M -9,860 -32%
PMFA
2550
Plante Moran Financial Advisors
Michigan
$2.68M +$198K +1,476 +8%