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Name Holding Trade Value Shares
Change
Change in
Stake
Bear Mountain Capital
3701
Bear Mountain Capital
Washington
$3.15M -$10.8K -43 -0.3%
New Covenant Trust Company
3702
New Covenant Trust Company
Indiana
$3.15M +$193K +767 +6%
CM Wealth Advisors
3703
CM Wealth Advisors
Ohio
$3.15M +$154K +615 +5%
Trinity Financial Advisors
3704
Trinity Financial Advisors
Ohio
$3.15M -$6.78K -27 -0.2%
Steigerwald Gordon & Koch
3705
Steigerwald Gordon & Koch
Virginia
$3.15M +$32.1K +128 +1%
VST
3706
Van Strum & Towne
California
$3.15M +$649K +2,586 +24%
CAS
3707
CTC Alternative Strategies
Illinois
$3.15M +$3.31M +13,200 New
Sherman Porfolios
3708
Sherman Porfolios
Idaho
$3.14M -$73K -291 -2%
Fermata Advisors
3709
Fermata Advisors
California
$3.14M +$315K +1,255 +11%
Gold Investment Management
3710
Gold Investment Management
Alberta, Canada
$3.14M -$54.5K -217 -2%
Private Harbour Investment Management & Counsel
3711
Private Harbour Investment Management & Counsel
Ohio
$3.14M +$13.3K +53 +0.4%
Burton Enright Welch
3712
Burton Enright Welch
California
$3.13M +$112K +447 +4%
Probity Advisors
3713
Probity Advisors
Texas
$3.13M +$51K +203 +2%
Athena Wealth Management
3714
Athena Wealth Management
Nevada
$3.12M +$1.05M +4,194 +47%
Register Financial Advisors
3715
Register Financial Advisors
Georgia
$3.12M +$50.2K +200 +2%
Castle Wealth Management
3716
Castle Wealth Management
Florida
$3.12M -$1.51K -6 -0%
Rhodes Investment Advisors
3717
Rhodes Investment Advisors
Texas
$3.11M +$92.9K +370 +3%
CWMGP
3718
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.11M -$837K -3,335 -20%
MPPHD
3719
Maloon Powers Pitre Higgins & Dennehy
California
$3.11M +$3.27M +13,039 New
PA
3720
Prairie Advisory
Kansas
$3.11M +$3.27M +13,035 New
JNBA Financial Advisors
3721
JNBA Financial Advisors
Minnesota
$3.11M +$318K +1,268 +11%
National Wealth Management Group
3722
National Wealth Management Group
Ohio
$3.1M -$63.5K -253 -2%
Alliance Private Wealth
3723
Alliance Private Wealth
Massachusetts
$3.1M -$181K -720 -5%
Cornerstone Select Advisors
3724
Cornerstone Select Advisors
Missouri
$3.1M +$375K +1,494 +13%
Horst & Graben Wealth Management
3725
Horst & Graben Wealth Management
Oregon
$3.1M -$19.1K -76 -0.6%