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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1901
Sierra Capital
Florida
$5.51M
ISWM
1902
Independent Solutions Wealth Management
New York
$5.49M +$44.8K +260 +0.8%
AFA
1903
Arlington Financial Advisors
California
$5.49M +$3.45K +20 +0.1%
LRI
1904
Linden Rose Investment
Texas
$5.49M +$5.13M +29,740 +808%
APGDR
1905
Absoluto Partners Gestao de Recursos
Brazil
$5.47M -$8.92M -51,720 -61%
TWM
1906
Tradition Wealth Management
Minnesota
$5.47M -$845K -4,900 -13%
MCCP
1907
Mission Creek Capital Partners
California
$5.46M +$27.6K +160 +0.5%
WDC
1908
Woodward Diversified Capital
California
$5.45M -$497K -2,880 -8%
RWM
1909
Refined Wealth Management
Utah
$5.45M +$373K +2,160 +7%
FMT
1910
First Mercantile Trust
Tennessee
$5.43M -$162K -940 -3%
JF
1911
JSF Financial
California
$5.41M +$2.85M +16,540 +101%
OC
1912
Oakworth Capital
Alabama
$5.4M -$10.3K -60 -0.2%
FMB
1913
Field & Main Bank
Kentucky
$5.39M -$238K -1,380 -4%
EFSCE
1914
Enterprise Financial Services Corp (EFSC)
Missouri
$5.38M +$2.2M +12,780 +64%
MWM
1915
Mattern Wealth Management
Kansas
$5.37M +$48.3K +280 +0.9%
HPWM
1916
High Pines Wealth Management
Massachusetts
$5.37M +$1.25M +7,220 +28%
AHB
1917
Abner Herrman & Brock
New Jersey
$5.36M -$93.1K -540 -2%
BMO
1918
Beck Mack & Oliver
New York
$5.35M +$1.16M +6,720 +26%
PIP
1919
Peachtree Investment Partners
Florida
$5.35M +$335K +1,940 +6%
GL
1920
Governors Lane
New York
$5.34M
NME
1921
Notis-McConarty Edward
$5.34M +$200K +1,160 +4%
AA
1922
Altman Advisors
Illinois
$5.32M +$69K +400 +1%
BA
1923
Bridgewater Associates
Connecticut
$5.32M +$5.59M +32,380 New
GCIA
1924
Gabelli & Co Investment Advisers
New York
$5.32M
MMM
1925
Mendel Money Management
Illinois
$5.32M +$131K +760 +2%