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Name Holding Trade Value Shares
Change
Change in
Stake
VA
3176
Veratis Advisors
North Carolina
$243K +$236K +473 New
EMC
3177
Everest Management Corp
California
$242K -$8.48K -17 -3%
KAM
3178
Knightsbridge Asset Management
California
$242K +$235K +471 New
SL
3179
StoryOne LLC
Kansas
$242K +$235K +471 New
MSWM
3180
McGlone Suttner Wealth Management
Wisconsin
$242K +$16.5K +33 +8%
FS
3181
Financial Symmetry
North Carolina
$241K – – –
AIA
3182
Accelerate Investment Advisors
California
$241K -$28.9K -58 -11%
PWM
3183
Partners Wealth Management
California
$241K -$1.99K -4 -0.8%
FCM
3184
Fieldview Capital Management
Michigan
$241K +$234K +469 New
MM
3185
MQS Management
New York
$240K +$233K +468 New
AGA
3186
Accuvest Global Advisors
Utah
$240K +$233K +467 New
IFO
3187
Independent Family Office
New York
$240K – – –
TCM
3188
TruNorth Capital Management
Michigan
$240K – – –
PW
3189
PUREfi Wealth
Massachusetts
$240K +$233K +467 New
SGWP
3190
Sun Group Wealth Partners
California
$239K – – –
HWA
3191
Heartwood Wealth Advisors
Virginia
$239K -$3.99K -8 -2%
MWM
3192
Mattern Wealth Management
Kansas
$239K – – –
DJYG
3193
David J. Yvars Group
Florida
$239K +$232K +465 New
RBC
3194
Romano Brothers & Co
Illinois
$238K +$231K +464 New
BCAM
3195
Boston Common Asset Management
Massachusetts
$238K -$3.49K -7 -1%
CPSC
3196
Carl P. Sherr & Co
Massachusetts
$238K -$997 -2 -0.4%
EFP
3197
Elser Financial Planning
Indiana
$238K +$6.98K +14 +3%
MWM
3198
MOKAN Wealth Management
Kansas
$238K +$231K +463 New
EC
3199
Eaton-Cambridge
Arizona
$237K +$23.4K +47 +11%
RCM
3200
RNC Capital Management
California
$237K – – –