Name Holding Trade Value Shares
Change
Change in
Stake
LF
1651
Lee Financial
Texas
$1.76M -$250K -3,371 -13%
YIA
1652
YHB Investment Advisors
Connecticut
$1.76M -$7.42K -100 -0.4%
SM
1653
STF Management
Texas
$1.76M -$2.81M -37,894 -62%
KFGK
1654
Keystone Financial Group (Kentucky)
Kentucky
$1.76M -$297K -3,996 -15%
MFC
1655
Mechanics Financial Corp
Ohio
$1.76M -$9.65K -130 -0.6%
WA
1656
Wealth Architects
California
$1.75M -$147K -1,980 -8%
SAA
1657
Southeast Asset Advisors
Georgia
$1.75M +$3.04K +41 +0.2%
GC
1658
Gilbert & Cook
Iowa
$1.75M +$5.94K +80 +0.4%
BLC
1659
Brown, Lisle/Cummings
Rhode Island
$1.75M -$25K -337 -1%
MI
1660
Motiv8 Investments
Florida
$1.75M -$171K -2,311 -9%
PWAM
1661
Private Wealth Asset Management
Iowa
$1.74M +$125K +1,681 +8%
BAM
1662
Byrne Asset Management
New Jersey
$1.74M +$2.6K +35 +0.2%
PFW
1663
Petros Family Wealth
Minnesota
$1.74M -$557K -7,503 -25%
SIAP
1664
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.74M +$519 +7 +0%
AC
1665
Apella Capital
Connecticut
$1.74M +$636K +8,572 +61%
MC
1666
Mirabaud & Cie
Switzerland
$1.74M – – –
CBT
1667
Crews Bank & Trust
Florida
$1.73M -$54.2K -730 -3%
IIA
1668
ICW Investment Advisors
Arizona
$1.73M +$3.93K +53 +0.2%
AIA
1669
Affinity Investment Advisors
California
$1.73M -$1.88M -25,303 -53%
SWM
1670
Shrier Wealth Management
California
$1.72M +$1.66M +22,315 New
SPC
1671
Spirepoint Private Client
Florida
$1.72M +$53.3K +718 +3%
EI
1672
EDMP Inc
Florida
$1.72M -$30.7K -414 -2%
TAFW
1673
Tred Avon Family Wealth
Maryland
$1.72M +$126K +1,695 +8%
IIM
1674
Ironwood Investment Management
Massachusetts
$1.72M -$557K -7,500 -25%
TFIPS
1675
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.71M +$21.5K +290 +1%