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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2826
Oxford Financial Group
Indiana
$5.19M +$553K +2,442 +12%
JWM
2827
JGP Wealth Management
Oregon
$5.19M +$82.2K +363 +2%
CCG
2828
Coastwise Capital Group
California
$5.19M +$118K +523 +2%
PCH
2829
PGIM Custom Harvest
New Jersey
$5.18M -$495K -2,187 -8%
VWM
2830
Valley Wealth Managers
New Jersey
$5.18M +$486K +2,148 +10%
FNBSF
2831
First National Bank Sioux Falls
South Dakota
$5.17M -$462K -2,039 -8%
SJIM
2832
St. Johns Investment Management
Florida
$5.16M -$56.1K -248 -1%
WWM
2833
Waterway Wealth Management
Texas
$5.16M +$436K +1,924 +9%
LAIC
2834
Lederer & Associates Investment Counsel
California
$5.16M +$7.7K +34 +0.1%
PMA
2835
Prudent Man Advisors
Illinois
$5.16M +$344K +1,521 +7%
GAMC
2836
Garner Asset Management Corp
Texas
$5.15M -$13.1K -58 -0.2%
PWM
2837
Prosperity Wealth Management
California
$5.15M +$275K +1,215 +5%
PCM
2838
Penserra Capital Management
California
$5.15M +$354K +1,566 +7%
WMA
2839
West Michigan Advisors
Michigan
$5.14M +$1.07M +4,730 +25%
PCOTEOTHU
2840
Provident Company of the Employees of the Hebrew University
Israel
$5.14M +$211K +933 +4%
WHCI
2841
W.H. Cornerstone Investments
Massachusetts
$5.14M +$184K +815 +4%
CWA
2842
Consilium Wealth Advisory
Texas
$5.13M -$124K -546 -2%
FCAS
2843
First Command Advisory Services
Texas
$5.13M +$767K +3,389 +17%
DCM
2844
Dimension Capital Management
Florida
$5.11M -$5.88K -26 -0.1%
TTIC
2845
Tower Trust & Investment Company
Iowa
$5.11M -$72K -318 -1%
UIA
2846
Ulland Investment Advisors
Minnesota
$5.1M +$95.1K +420 +2%
PGWM
2847
Parisi Gray Wealth Management
New Jersey
$5.09M +$6.56K +29 +0.1%
TCM
2848
Thomist Capital Management
Texas
$5.09M +$5.18M +22,900 New
OHWP
2849
Oak Harbor Wealth Partners
North Carolina
$5.09M +$26.5K +117 +0.5%
BFA
2850
Beacon Financial Advisory
Ohio
$5.09M +$154K +679 +3%