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Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
1351
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.14M +$915K +575 New
CCM
1352
Cohen Capital Management
California
$1.14M – – –
WFP
1353
Worthington Financial Partners
Ohio
$1.13M +$103K +65 +13%
MAMU
1354
Myriad Asset Management US
Florida
$1.12M -$162K -102 -15%
BF
1355
Baring Financial
Washington
$1.12M -$50.9K -32 -5%
NA
1356
Nautilus Advisors
California
$1.12M -$19.1K -12 -2%
MCM
1357
Manchester Capital Management
Vermont
$1.12M – – –
JMBA
1358
J. M. Brown & Associates
Oklahoma
$1.12M +$895K +562 New
ATIA
1359
American Trust Investment Advisors
New Hampshire
$1.11M – – –
FWP
1360
Falcon Wealth Planning
California
$1.11M +$81.2K +51 +10%
AIM
1361
Aigen Investment Management
New York
$1.11M +$89.1K +56 +11%
CAL
1362
Capital Analysts LLC
Pennsylvania
$1.11M -$334K -210 -27%
AGC
1363
Aspen Grove Capital
Colorado
$1.11M +$3.18K +2 +0.4%
LTM
1364
Lotus Technology Management
Florida
$1.11M -$4.78K -3 -0.6%
WA
1365
WP Advisors
California
$1.09M – – –
GQG Partners
1366
GQG Partners
Florida
$1.09M +$860K +540 New
BBES
1367
Buffalo Business & Estate Services
New York
$1.08M – – –
SFC
1368
SYM Financial Corp
Indiana
$1.08M +$63.7K +40 +8%
SWP
1369
Semus Wealth Partners
Florida
$1.08M +$325K +204 +60%
SCM
1370
SCS Capital Management
Massachusetts
$1.08M -$113K -71 -12%
MB
1371
MidFirst Bank
Oklahoma
$1.08M – – –
FG
1372
Foster Group
Iowa
$1.08M +$158K +99 +22%
SWM
1373
Sendero Wealth Management
Texas
$1.08M -$156K -98 -15%
GS
1374
GTS Securities
Florida
$1.07M +$328K +206 +62%
PWS
1375
Precision Wealth Strategies
Missouri
$1.07M -$3.18K -2 -0.4%