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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
4001
Silverlake Wealth Management
Vermont
$1.76M +$109K +535 +7%
KFA
4002
Krane Funds Advisors
New York
$1.76M +$197K +961 +14%
IEFM
4003
IQ EQ Fund Management
Ireland
$1.75M +$1.34M +6,535 +449%
PCM
4004
Palouse Capital Management
Washington
$1.75M +$334K +1,632 +26%
TWM
4005
Trueblood Wealth Management
Ohio
$1.75M +$443K +2,166 +37%
HAM
4006
Hickory Asset Management
Ohio
$1.75M +$1.63M +7,979 New
OPA
4007
Old Port Advisors
Maine
$1.74M +$35K +171 +2%
WAOI
4008
Wealth Advisors of Iowa
Iowa
$1.74M +$8.8K +43 +0.5%
PC
4009
Port Capital
Illinois
$1.74M -$29.5K -144 -2%
WAM
4010
WFA Asset Management
Wisconsin
$1.74M -$90K -440 -5%
CMP
4011
Courage Miller Partners
Virginia
$1.73M
OIM
4012
Orca Investment Management
Oregon
$1.73M -$39.9K -195 -2%
CPW
4013
Catalyst Private Wealth
California
$1.73M
OC
4014
Optima Capital
Oregon
$1.72M +$1.61M +7,854 New
PCMF
4015
Private Capital Management (Florida)
Florida
$1.72M
WF
4016
Whelan Financial
California
$1.72M +$322K +1,573 +25%
IPW
4017
Inlet Private Wealth
Florida
$1.72M
GWWM
4018
Great Waters Wealth Management
Minnesota
$1.71M +$88K +430 +6%
TWM
4019
Trevian Wealth Management
Massachusetts
$1.71M -$16.4K -80 -1%
RFA
4020
Reyes Financial Architecture
California
$1.71M +$1.59M +7,794 New
PFA
4021
Plotkin Financial Advisors
Maryland
$1.71M +$3.07K +15 +0.2%
PRRFG
4022
Paul R. Ried Financial Group
Washington
$1.71M +$1.59M +7,775 New
SFG
4023
Sterling Financial Group
California
$1.71M -$16.4K -80 -1%
RF
4024
Robinswood Financial
Washington
$1.7M -$39.1K -191 -2%
GC
4025
Gibson Capital
Pennsylvania
$1.7M +$892K +4,360 +129%