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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
3051
Marble Harbor Investment Counsel
Massachusetts
$1.04M
KA
3052
KLCM Advisors
Wisconsin
$1.04M +$203K +2,103 +26%
LP
3053
LGL Partners
Pennsylvania
$1.04M -$483K -5,000 -33%
OFW
3054
Omnia Family Wealth
Florida
$1.04M +$27.4K +284 +3%
OFS
3055
OneAscent Financial Services
Alabama
$1.04M +$46.2K +478 +5%
TC
3056
Teilinger Capital
Texas
$1.04M -$7.03M -72,749 -88%
LFM
3057
Lumina Fund Management
New York
$1.03M
AAP
3058
Ardsley Advisory Partners
Connecticut
$1.03M -$638K -6,600 -40%
Fuller & Thaler Asset Management
3059
Fuller & Thaler Asset Management
California
$1.03M -$386 -4 -0%
TWM
3060
Trevian Wealth Management
Massachusetts
$1.03M -$8.98K -93 -0.9%
WPW
3061
Warther Private Wealth
Ohio
$1.02M -$81.6K -845 -8%
JCM
3062
Jacobsen Capital Management
Utah
$1.02M +$955K +9,880 New
BFA
3063
Beacon Financial Advisory
Ohio
$1.02M +$76.3K +790 +9%
SAM
3064
Satovsky Asset Management
New York
$1.02M
LGWM
3065
Litman Gregory Wealth Management
California
$1.02M +$649K +6,720 +213%
NPP
3066
New Potomac Partners
Maryland
$1.02M -$39.1K -405 -4%
BMCM
3067
Burns Matteson Capital Management
New York
$1.02M +$4.44K +46 +0.5%
WFA
3068
Wellspring Financial Advisors
Ohio
$1.01M -$106K -1,097 -10%
WQ
3069
Wealth Quarterback
New Jersey
$1.01M +$83.4K +863 +10%
CFC
3070
Coyle Financial Counsel
Illinois
$1.01M +$77.3K +800 +9%
PP
3071
Pegasus Partners
Wisconsin
$1.01M -$28.5K -295 -3%
GCA
3072
Gradient Capital Advisors
California
$1.01M -$9.66K -100 -1%
AF
3073
Affiance Financial
Minnesota
$1.01M +$7.05K +73 +0.8%
PWM
3074
Prentice Wealth Management
New York
$1.01M -$10.1K -105 -1%
KIA
3075
Kraematon Investment Advisors
Massachusetts
$1M +$8.79K +91 +0.9%