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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
3151
Abbot Financial Management
Massachusetts
$2.78M +$304K +1,655 +13%
SC
3152
Shearwater Capital
Colorado
$2.77M +$25.5K +139 +1%
MFG
3153
Mosaic Financial Group
Illinois
$2.77M +$159K +868 +6%
DG
3154
DMC Group
Alabama
$2.76M +$97.9K +533 +4%
IAS
3155
Investment Advisory Services
Texas
$2.76M +$38.6K +210 +1%
IIM
3156
InTrack Investment Management
Vermont
$2.76M -$34.9K -190 -1%
CCA
3157
Cora Capital Advisors
New Jersey
$2.75M -$54.9K -299 -2%
DIM
3158
DLK Investment Management
California
$2.75M +$8.08K +44 +0.3%
EM
3159
Excalibur Management
Massachusetts
$2.75M +$176K +959 +7%
WCM
3160
Wedge Capital Management
North Carolina
$2.75M -$69.1K -376 -3%
WDL
3161
Well Done LLC
Michigan
$2.75M -$349K -1,898 -12%
LIA
3162
LSP Investment Advisors
New York
$2.74M
DAM
3163
Delta Asset Management
Tennessee
$2.74M +$3.67K +20 +0.1%
OAM
3164
Oak Asset Management
California
$2.74M -$55.1K -300 -2%
BHBT
3165
Burke & Herbert Bank & Trust
Virginia
$2.73M +$1.82M +9,914 +234%
HWM
3166
Hemington Wealth Management
Virginia
$2.73M +$70.7K +385 +3%
IIC
3167
Integrated Investment Consultants
Michigan
$2.72M
HBWM
3168
Hollow Brook Wealth Management
New York
$2.72M +$9.19K +50 +0.4%
FWP
3169
Falcon Wealth Planning
California
$2.71M +$152K +825 +6%
AIC
3170
Ayalon Insurance Company
Israel
$2.71M -$86.9K -473 -3%
FG
3171
Foster Group
Iowa
$2.71M +$387K +2,105 +18%
KI
3172
Kapitalo Investimentos
Brazil
$2.7M +$1.44M +7,825 +127%
W
3173
Wealthquest
Ohio
$2.7M -$54.4K -296 -2%
BAM
3174
Bosun Asset Management
Illinois
$2.69M -$308K -1,678 -11%
DCM
3175
Driehaus Capital Management
Illinois
$2.69M +$527K +2,868 +26%