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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2526
Bernicke Wealth Management
Wisconsin
$465K +$466K +1,521 New
PCH
2527
PGIM Custom Harvest
New Jersey
$464K +$59.7K +195 +15%
MPM
2528
Meritage Portfolio Management
Kansas
$464K -$31.5K -103 -6%
PMA
2529
Prudent Man Advisors
Illinois
$464K -$6.43K -21 -1%
TAM
2530
Tucker Asset Management
Colorado
$463K -$61.6K -201 -12%
OFO
2531
OneAscent Family Office
Alabama
$463K +$86.4K +282 +23%
AIA
2532
Arbor Investment Advisors
North Carolina
$462K
4WM
2533
4J Wealth Management
Virginia
$462K -$21.4K -70 -4%
CWMP
2534
Clarion Wealth Managment Partners
Virginia
$462K +$306 +1 +0.1%
JWBC
2535
John W. Bristol & Co
New York
$462K
MWP
2536
Madison Wealth Partners
Wisconsin
$461K +$149K +486 +47%
AHL
2537
Abel Hall LLC
Louisiana
$461K +$63.7K +208 +16%
BFG
2538
Birch Financial Group
New Hampshire
$460K +$919 +3 +0.2%
HR
2539
Hardy Reed
Mississippi
$460K -$16.5K -54 -3%
PCM
2540
Permanent Capital Management
Illinois
$460K +$36.8K +120 +9%
AF
2541
Apollon Financial
South Carolina
$460K +$27.3K +89 +6%
CFG
2542
Capital Financial Group
Colorado
$459K +$460K +1,503 New
EWA
2543
Eagle Wealth Advisors
Connecticut
$459K +$460K +1,503 New
PFG
2544
PAX Financial Group
Texas
$459K -$360K -1,175 -44%
CCM
2545
Crew Capital Management
Ohio
$459K +$30.6K +100 +7%
GWI
2546
Grace & White Inc
New York
$458K -$153K -500 -25%
BI
2547
BFI Infinity
Switzerland
$458K
BCM
2548
Bienville Capital Management
New York
$458K
LSV Asset Management
2549
LSV Asset Management
Illinois
$458K -$276K -900 -38%
WLPWM
2550
Walled Lake Planning & Wealth Management
Illinois
$458K +$613 +2 +0.1%