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Name Holding Trade Value Shares
Change
Change in
Stake
RWI
2726
Red Wave Investments
Pennsylvania
$1.55M +$1.52M +9,540 New
PGA
2727
Portland Global Advisors
Maine
$1.55M +$191K +1,200 +14%
VCP
2728
Vista Capital Partners
Oregon
$1.54M +$3.19K +20 +0.2%
VFPI
2729
Vantage Financial Partners (Illinois)
Illinois
$1.54M
IECM
2730
Intrinsic Edge Capital Management
Illinois
$1.54M -$1.44M -9,000 -49%
WTFG
2731
Wells Trecaso Financial Group
Ohio
$1.52M +$95.7K +600 +7%
SFG
2732
Sovereign Financial Group
Connecticut
$1.52M +$1.49M +9,360 New
CIC
2733
Chilton Investment Company
Connecticut
$1.52M -$763K -4,780 -34%
GC
2734
Giverny Capital
Quebec, Canada
$1.52M -$163K -1,020 -10%
GWM
2735
Greenwich Wealth Management
Connecticut
$1.52M +$38.3K +240 +3%
RW
2736
REDW Wealth
New Mexico
$1.51M
JSAM
2737
J. Safra Asset Management
New York
$1.51M +$1.48M +9,280 New
MAG
2738
MRA Advisory Group
New Jersey
$1.51M +$1.48M +9,280 New
FI
2739
Financial Insights
Washington
$1.51M -$131K -820 -8%
LIA
2740
LBMC Investment Advisors
Tennessee
$1.51M +$54.3K +340 +4%
NFP
2741
Novak Financial Planning
Maryland
$1.51M +$1.48M +9,260 New
CPW
2742
Catalyst Private Wealth
California
$1.51M -$19.1K -120 -1%
KPWG
2743
KFA Private Wealth Group
Virginia
$1.5M +$153K +960 +12%
WC
2744
Woodstock Corp
Massachusetts
$1.5M +$894K +5,600 +154%
RCA
2745
Ranch Capital Advisors
Florida
$1.5M +$79.8K +500 +6%
PWM
2746
Palumbo Wealth Management
New York
$1.5M +$1.47M +9,220 New
WCM
2747
Weik Capital Management
Pennsylvania
$1.5M -$22.3K -140 -1%
T
2748
TOBAM
France
$1.5M +$204K +1,280 +16%
JPC
2749
Jabodon PT Co
Nevada
$1.5M +$236K +1,480 +19%
CA
2750
Crumly & Associates
Illinois
$1.49M -$147K -920 -9%