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Name Holding Trade Value Shares
Change
Change in
Stake
MSR
2176
Main Street Research
Connecticut
$826K -$139K -1,486 -16%
SFGP
2177
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$823K +$21.1K +225 +3%
NWM
2178
Northwest Wealth Management
Iowa
$823K +$209K +2,230 +40%
HFS
2179
Howard Financial Services
Texas
$822K +$65.7K +700 +10%
RC
2180
Rexford Capital
Texas
$821K +$9.39K +100 +1%
CA
2181
Cambridge Advisors
Nebraska
$819K -$26.8K -286 -4%
PRI
2182
Prepared Retirement Institute
Pennsylvania
$818K -$6.57K -70 -0.9%
WPA
2183
West Paces Advisors
Georgia
$813K -$116K -1,233 -14%
Edgewood Management
2184
Edgewood Management
Connecticut
$812K
TA
2185
Townsend & Associates
Colorado
$812K
KRW
2186
Kaufman Rossin Wealth
Florida
$811K
RFG
2187
RFP Financial Group
Georgia
$809K -$16.8K -179 -2%
A
2188
Alongside
Texas
$806K +$719K +7,661 New
WH
2189
Willner & Heller
California
$806K -$6.38K -68 -0.9%
MEAC
2190
M.E. Allison & Co
Texas
$805K
SCM
2191
Schnieders Capital Management
California
$803K +$46.9K +500 +7%
1CP
2192
17 Capital Partners
Arizona
$800K -$2.91K -31 -0.4%
AAM
2193
AMI Asset Management
California
$799K -$32.3K -344 -4%
PC
2194
Port Capital
Illinois
$798K -$15.2K -162 -2%
TWM
2195
Trueblood Wealth Management
Ohio
$794K -$42.4K -452 -6%
CH
2196
Cromwell Holdings
Wyoming
$794K +$85.7K +913 +14%
RWI
2197
Red Wave Investments
Pennsylvania
$793K -$3.94K -42 -0.6%
CCM
2198
Capstone Capital Management
$793K +$707K +7,535 New
IIL
2199
Income Insurance Ltd
$793K +$707K +7,530 New
CFS
2200
Commonwealth Financial Services
West Virginia
$791K +$99.7K +1,062 +16%