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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1526
TLW Wealth Management
Florida
$7.1M -$1.04M -8,200 -12%
CC
1527
Courier Capital
New York
$7.09M +$274K +2,167 +4%
RP
1528
Rice Partnership
Hawaii
$7.08M -$839K -6,641 -10%
PPW
1529
Parcion Private Wealth
Washington
$7.08M +$523K +4,135 +7%
WCA
1530
Westover Capital Advisors
Delaware
$7.07M -$89.9K -711 -1%
SIMG
1531
Sonora Investment Management Group
Arizona
$7.07M +$25.3K +200 +0.3%
PWMAG
1532
Pinnacle Wealth Management Advisory Group
New Jersey
$7.06M +$984K +7,788 +14%
UF
1533
Univest Financial
Pennsylvania
$7.06M -$925K -7,315 -10%
BCM
1534
Bienville Capital Management
New York
$7.05M -$634K -5,016 -7%
BFS
1535
Bard Financial Services
Connecticut
$7.05M +$284K +2,250 +4%
SIM
1536
Sentry Investment Management
Wisconsin
$7.05M +$253K +2,004 +3%
AI
1537
Aperture Investors
New York
$7.04M -$47.3K -374 -0.6%
LCM
1538
Liberty Capital Management
Michigan
$7.04M +$22.1K +175 +0.3%
ATI
1539
Act Two Investors
California
$7.02M -$16.9K -134 -0.2%
ST
1540
Spinnaker Trust
Maine
$7.02M +$159K +1,257 +2%
MSFS
1541
Main Street Financial Solutions
Pennsylvania
$7.01M +$916K +7,249 +13%
SEC
1542
Seven Eight Capital
New York
$7M +$7.32M +57,892 +1,411%
BDF
1543
Balasa Dinverno & Foltz
$6.99M +$1.46M +11,560 +23%
PSP
1544
Principal Street Partners
Tennessee
$6.98M +$32.9K +260 +0.4%
FFA
1545
Fairfield Financial Advisors
Massachusetts
$6.97M -$7.96K -63 -0.1%
PA
1546
Procyon Advisors
Connecticut
$6.97M -$246K -1,944 -3%
AIIMS
1547
Analyst IMS Investment Management Services
Israel
$6.97M -$652K -5,162 -8%
SSI
1548
Scott & Selber Inc
Texas
$6.97M +$30.5K +241 +0.4%
CPC
1549
Congress Park Capital
New York
$6.97M +$161K +1,272 +2%
CPA
1550
Capital Planning Advisors
California
$6.96M -$11K -87 -0.1%