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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
2251
MBB Public Markets
Illinois
$888K +$865K +1,212 New
SIP
2252
Stoneridge Investment Partners
Pennsylvania
$887K +$865K +1,211 New
TFA
2253
Teamwork Financial Advisors
Texas
$886K +$109K +153 +14%
CPA
2254
Court Place Advisors
Maryland
$884K
LFGH
2255
Lee Financial Group Hawaii
Hawaii
$884K +$1.43K +2 +0.2%
MIS
2256
Morningstar Investment Services
Illinois
$880K -$707K -991 -45%
Kayne Anderson Rudnick Investment Management
2257
Kayne Anderson Rudnick Investment Management
California
$880K -$114K -160 -12%
AA
2258
Alta Advisers
United Kingdom
$879K +$71.4K +100 +9%
NIC
2259
Northwest Investment Counselors
Oregon
$877K +$20K +28 +2%
SSW
2260
Smith Shellnut Wilson
Mississippi
$875K +$2.86K +4 +0.3%
SFC
2261
Strategic Financial Concepts
Texas
$875K +$450K +630 +112%
EWP
2262
Elevation Wealth Partners
California
$875K -$269K -377 -24%
EA
2263
Eclectic Associates
California
$874K +$158K +222 +23%
GJWM
2264
Gilliland Jeter Wealth Management
Arkansas
$873K -$21.4K -30 -2%
MIM
2265
Merrion Investment Management
New Jersey
$872K +$136K +190 +19%
SWM
2266
Sugarloaf Wealth Management
Georgia
$870K -$171K -239 -17%
CIP
2267
Convergence Investment Partners
Florida
$869K -$41.4K -58 -5%
NIM
2268
Nexus Investment Management
Ontario, Canada
$867K -$71.4K -100 -8%
VAF
2269
Values Added Financial
District of Columbia
$867K
CVM
2270
Cheviot Value Management
California
$866K +$32.1K +45 +4%
CPW
2271
Cove Private Wealth
New York
$865K
EFMC
2272
Empire Financial Management Company
New York
$865K +$842K +1,180 New
CCA
2273
Childress Capital Advisors
Texas
$863K +$23.6K +33 +3%
AFO
2274
Arrowroot Family Office
California
$862K -$6.42K -9 -0.8%
PFSC
2275
Peoples Financial Services Corp
Pennsylvania
$859K -$234K -328 -22%