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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1951
Ironwood Financial
Arizona
$5.9M +$46.4K +300 +0.8%
MCM
1952
Mengis Capital Management
Oregon
$5.9M +$117K +760 +2%
SC
1953
Saturna Capital
Washington
$5.9M -$290K -1,880 -5%
VAG
1954
VisionPoint Advisory Group
Texas
$5.9M -$1.85M -12,000 -18%
FIA
1955
Foundations Investment Advisors
Arizona
$5.88M +$742K +4,800 +14%
WA1
1956
Wimmer Associates 1
California
$5.88M +$64.9K +420 +1%
MYIA
1957
Mount Yale Investment Advisors
Colorado
$5.88M +$213K +1,380 +4%
NCGI
1958
Next Century Growth Investors
Minnesota
$5.88M +$49.4K +320 +0.9%
VWA
1959
Visionary Wealth Advisors
Illinois
$5.88M +$868K +5,620 +18%
TWM
1960
Tradition Wealth Management
Minnesota
$5.87M +$253K +1,640 +5%
OWP
1961
Old Well Partners
North Carolina
$5.87M -$386K -2,500 -6%
SC
1962
Sierra Capital
Florida
$5.87M -$9.27K -60 -0.2%
CGI
1963
Calixto Global Investors
Florida
$5.87M +$5.56M +36,000 New
CIA
1964
Cohen Investment Advisors
New Hampshire
$5.86M -$15.5K -100 -0.3%
XS
1965
XR Securities
Illinois
$5.85M -$8.19M -53,020 -60%
PCG
1966
Prosperity Consulting Group
Maryland
$5.84M +$1.46M +9,440 +36%
SWM
1967
Sculati Wealth Management
Michigan
$5.83M +$9.27K +60 +0.2%
AWM
1968
Affinity Wealth Management
Delaware
$5.83M -$24.7K -160 -0.4%
CBN
1969
Cadence Bank NA
Texas
$5.83M -$30.9K -200 -0.6%
NC
1970
Noked Capital
Israel
$5.83M +$2.19M +14,160 +66%
NI
1971
Noked Israel
Israel
$5.83M +$2.19M +14,160 +66%
SIG
1972
Sargent Investment Group
Maryland
$5.82M +$380K +2,460 +7%
PVH
1973
Psagot Value Holdings
Israel
$5.8M +$1.11M +7,180 +25%
RIL
1974
Rothschild Investment LLC
Illinois
$5.8M +$176K +1,140 +3%
HCM
1975
HGI Capital Management
New York
$5.79M +$34K +220 +0.6%