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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1426
Donaldson Capital Management
Indiana
$7.67M +$416K +4,308 +6%
SIM
1427
Seaview Investment Managers
Florida
$7.65M +$476K +4,926 +7%
MMG
1428
Monetary Management Group
Missouri
$7.64M -$38.6K -400 -0.5%
PCP
1429
Proficio Capital Partners
Massachusetts
$7.62M -$20K -207 -0.3%
FFP
1430
FourThought Financial Partners
Florida
$7.59M -$856K -8,856 -11%
SNB
1431
Security National Bank
Nebraska
$7.58M -$198K -2,049 -3%
RWA
1432
River Wealth Advisors
Pennsylvania
$7.57M +$63.6K +658 +0.9%
WA
1433
Wealth Alliance
New York
$7.55M +$1.84M +19,070 +35%
VARA
1434
Value Aligned Research Advisors
New Jersey
$7.53M -$1.64M -16,936 -19%
BOH
1435
Bank of Hawaii
Hawaii
$7.52M +$104K +1,074 +1%
MSFS
1436
Main Street Financial Solutions
Pennsylvania
$7.52M +$8.6K +89 +0.1%
WBC
1437
West Branch Capital
Massachusetts
$7.51M +$41.2K +426 +0.6%
DA
1438
Dillon & Associates
Michigan
$7.51M +$377K +3,902 +6%
ACM
1439
Avalon Capital Management
California
$7.49M -$102K -1,055 -1%
PFA
1440
Pinnacle Family Advisors
Missouri
$7.47M -$1.02M -10,538 -13%
CVM
1441
Cheviot Value Management
California
$7.47M +$670K +6,934 +11%
FSA
1442
Fort Sheridan Advisors
Illinois
$7.46M +$145K +1,505 +2%
BOSSRA
1443
B.O.S.S. Retirement Advisors
Utah
$7.44M +$435K +4,505 +7%
RIA
1444
Regal Investment Advisors
Michigan
$7.4M +$273K +2,821 +4%
PCS
1445
Personal CFO Solutions
New Jersey
$7.39M +$576K +5,958 +9%
SGA
1446
Strategic Global Advisors
California
$7.34M -$605K -6,265 -8%
HVIA
1447
Hudson Valley Investment Advisors
New York
$7.34M -$87.8K -909 -1%
CI
1448
Conning Inc
Connecticut
$7.33M -$29K -300 -0.4%
BMCM
1449
Bryn Mawr Capital Management
Pennsylvania
$7.32M +$882K +9,124 +15%
LCAM
1450
London & Capital Asset Management
United Kingdom
$7.32M -$859K -8,895 -11%