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Name Holding Trade Value Shares
Change
Change in
Stake
EC
3351
EdgeRock Capital
Colorado
$4.1M +$168K +668 +4%
JTWM
3352
Jackson Thornton Wealth Management
Alabama
$4.1M +$1.2M +4,779 +38%
IAS
3353
Integrity Advisory Solutions
Texas
$4.09M +$943K +3,757 +28%
AI
3354
Aperture Investors
New York
$4.09M +$3.48M +13,870 +421%
EPI
3355
Eddie Patel Inc
Illinois
$4.09M +$887K +3,535 +26%
GCM
3356
Generation Capital Management
New York
$4.08M -$45.2K -180 -1%
BOSSRA
3357
B.O.S.S. Retirement Advisors
Utah
$4.08M +$214K +854 +5%
RI
3358
Ruggiero Investments
Florida
$4.08M +$275K +1,094 +7%
CASB
3359
Cape Ann Savings Bank
Massachusetts
$4.08M -$5.02K -20 -0.1%
AAMG
3360
AMG Asset Management Group
Georgia
$4.08M +$73.3K +292 +2%
PGWA
3361
Plus Group Wealth Advisors
Wisconsin
$4.07M -$190K -758 -4%
NERM
3362
New England Research & Management
Illinois
$4.07M -$601K -2,393 -12%
DCM
3363
Dudley Capital Management
Virginia
$4.07M +$12.6K +50 +0.3%
BMWS
3364
Brady Martz Wealth Solutions
North Dakota
$4.07M +$138K +551 +3%
JRPIM
3365
Journey Retirement Planning & Investment Management
Idaho
$4.07M +$100K +400 +2%
CFA
3366
Camarda Financial Advisors
Florida
$4.07M +$279K +1,110 +7%
SM
3367
Sweeney & Michel
California
$4.06M -$90.6K -361 -2%
MFC
3368
Mechanics Financial Corp
Ohio
$4.05M +$102K +405 +2%
VIA
3369
Vickerman Investment Advisors
Washington
$4.05M -$17.1K -68 -0.4%
WDL
3370
Well Done LLC
Michigan
$4.04M -$615K -2,451 -13%
PIAS
3371
PCA Investment Advisory Services
Ohio
$4.04M +$276K +1,101 +7%
GGI
3372
Godsey & Gibb Inc
Virginia
$4.04M -$67.8K -270 -2%
VC
3373
Veracity Capital
Georgia
$4.04M -$80.1K -319 -2%
JC
3374
JM2 Capital
Oklahoma
$4.03M +$94.4K +376 +2%
GWM
3375
Greenwich Wealth Management
Connecticut
$4.03M -$1.06M -4,217 -20%