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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1401
Peak Financial Management
Massachusetts
$223K +$48.7K +804 +31%
Luther King Capital Management (LKCM)
1402
Luther King Capital Management (LKCM)
Texas
$219K -$22.9K -378 -10%
HCP
1403
Hexagon Capital Partners
Arkansas
$219K -$12.1K -199 -6%
BFC
1404
Bedel Financial Consulting
Indiana
$219K +$29.2K +482 +17%
SIGI
1405
Susquehanna International Group (Ireland)
Ireland
$219K +$203K +3,346 New
CCM
1406
Condor Capital Management
New Jersey
$218K -$1.94K -32 -1%
TF
1407
Trek Financial
Arizona
$218K +$5.63K +93 +3%
SICM
1408
Sustainable Insight Capital Management
New York
$217K -$43.7K -722 -18%
OWA
1409
Octavia Wealth Advisors
Ohio
$217K +$26.8K +443 +15%
NFP
1410
Novak Financial Planning
Maryland
$216K -$10.1K -167 -5%
SVCP
1411
Silicon Valley Capital Partners
California
$216K +$182 +3 +0.1%
AC
1412
Alexandria Capital
Virginia
$216K +$9.69K +160 +5%
HFM
1413
Hartford Financial Management
Connecticut
$215K -$9.63K -159 -5%
TCM
1414
Tradewinds Capital Management
Washington
$215K -$3.63K -60 -2%
PWM
1415
Prentice Wealth Management
New York
$215K +$199K +3,280 New
MSAM
1416
Moloney Securities Asset Management
Missouri
$213K +$55.3K +913 +39%
GCC
1417
Game Creek Capital
Massachusetts
$213K +$197K +3,260 New
BWM
1418
BerganKDV Wealth Management
Minnesota
$212K -$18.5K -305 -9%
RCS
1419
Retirement Capital Strategies
California
$211K -$13.1K -217 -6%
VFP
1420
Verus Financial Partners
Virginia
$211K +$61 +1 +0%
CL
1421
COWA LLC
Oklahoma
$211K +$16.6K +274 +10%
EPWM
1422
Essex Private Wealth Management
Massachusetts
$210K -$23.2K -383 -11%
Cohen & Steers
1423
Cohen & Steers
New York
$210K -$9.69K -160 -5%
FDCC
1424
Foster Dykema Cabot & Co
Massachusetts
$210K -$7.93K -131 -4%
SDAM
1425
Shulman DeMeo Asset Management
New York
$210K -$3.88K -64 -2%