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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
3676
Ashford Capital Management
Delaware
$1.05M -$224K -1,600 -19%
EMFAT
3677
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.05M +$137K +976 +17%
MFA
3678
Morling Financial Advisors
California
$1.05M +$22.4K +160 +2%
GCP
3679
Gill Capital Partners
Colorado
$1.04M -$47.2K -337 -5%
DW
3680
Durante & Waters
New York
$1.04M +$963K +6,871 New
MSFP
3681
Mark Sheptoff Financial Planning
Connecticut
$1.04M +$135K +960 +16%
MWM
3682
Modern Wealth Management
Kansas
$1.04M +$959K +6,841 New
RL
3683
Rogco LP
Oklahoma
$1.04M +$463K +3,301 +93%
BHBT
3684
Burke & Herbert Bank & Trust
Virginia
$1.03M +$10.5K +75 +1%
ASI
3685
Advisory Services & Investments
Oregon
$1.03M +$280K +2,000 +42%
GFWA
3686
Grey Fox Wealth Advisors
Delaware
$1.03M +$10.1K +72 +1%
CPSC
3687
Carl P. Sherr & Co
Massachusetts
$1.03M +$51.9K +370 +6%
OIS
3688
Okabena Investment Services
Minnesota
$1.03M +$141K +1,004 +17%
RF
3689
RHS Financial
California
$1.03M -$15K -107 -2%
CSIA
3690
Carl Stuart Investment Advisor
Texas
$1.03M
C1AG
3691
Client 1st Advisory Group
Florida
$1.03M +$183K +1,307 +24%
BWM
3692
Biltmore Wealth Management
Arizona
$1.03M
CAP
3693
Columbia Advisory Partners
Washington
$1.02M +$91.1K +650 +11%
MWM
3694
McNaughton Wealth Management
California
$1.02M +$106K +756 +13%
WAM
3695
Werlinich Asset Management
Connecticut
$1.02M -$11.2K -80 -1%
HWM
3696
HFG Wealth Management
Texas
$1.02M +$942K +6,720 New
ST
3697
Sentinel Trust
Texas
$1.02M -$11.9K -85 -1%
CA
3698
Carson Advisory
Georgia
$1.01M -$43.5K -310 -4%
CMBA
3699
C.M. Bidwell & Associates
Hawaii
$1.01M +$21K +150 +2%
EA
3700
Eclectic Associates
California
$1.01M -$127K -904 -12%