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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2551
Summit Asset Management
Tennessee
$611K -$21.5K -135 -3%
CC
2552
Cornerstone Capital
California
$609K – – –
MPIA
2553
Mountain Pacific Investment Advisers
Idaho
$608K -$112K -705 -15%
DMBA
2554
Deseret Mutual Benefit Administrators
Utah
$605K +$49K +307 +9%
PFG
2555
Prosperity Financial Group
California
$604K -$3.51K -22 -0.6%
SW
2556
Solidarity Wealth
Utah
$603K -$1.4M -8,767 -69%
NCMW
2557
Northern Capital Management (Washington)
Washington
$603K -$4.94K -31 -0.8%
MCA
2558
Maryland Capital Advisors
Maryland
$603K – – –
BFG
2559
Berger Financial Group
Minnesota
$603K +$87.5K +549 +17%
STA
2560
Smith Thornton Advisors
Alabama
$602K +$614K +3,851 New
CMI
2561
Clare Market Investments
Texas
$602K +$3.67K +23 +0.6%
HSG
2562
Helen Stephens Group
Texas
$601K +$159 +1 +0%
S
2563
Sachetta
Massachusetts
$601K +$54.2K +340 +10%
MGIA
2564
Matthew Goff Investment Advisor
Texas
$601K – – –
BCG
2565
Breakwater Capital Group
New Jersey
$601K +$181K +1,133 +42%
IGWM
2566
ICA Group Wealth Management
Colorado
$600K -$2.14M -13,448 -78%
RGC
2567
Roberts, Glore & Co
Illinois
$596K – – –
CL
2568
COWA LLC
Oklahoma
$596K +$47.8K +300 +9%
FA
2569
FDx Advisors
Illinois
$596K -$2.99M -18,731 -83%
CMS
2570
Capital Market Strategies
Florida
$595K +$30.9K +194 +5%
PWM
2571
Purus Wealth Management
California
$594K +$4.94K +31 +0.8%
SFC
2572
Strategic Financial Concepts
Texas
$592K -$326K -2,045 -35%
KC
2573
Kades & Cheifetz
Pennsylvania
$592K -$7.33K -46 -1%
AAIM
2574
Asset Advisors Investment Management
Georgia
$591K +$603K +3,781 New
SPA
2575
Sherbrooke Park Advisers
New York
$591K +$329K +2,063 +120%