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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2226
Delta Investment Management
California
$11.6M +$12.1K +34 +0.1%
MIC
2227
Meridian Investment Counsel
California
$11.6M -$35.6K -100 -0.3%
CCG
2228
Chatham Capital Group
Georgia
$11.6M +$116K +327 +1%
LFP
2229
Leeward Financial Partners
Washington
$11.6M +$84.4K +237 +0.8%
FWC
2230
First Washington Corp
Washington
$11.6M -$555K -1,559 -5%
FPGT
2231
Financial Partners Group (Tennessee)
Tennessee
$11.6M -$712 -2 -0%
RZH
2232
Relyea Zuckerberg Hanson
Connecticut
$11.5M +$570K +1,602 +6%
CA
2233
CoreCap Advisors
Michigan
$11.5M +$729K +2,049 +7%
LAM
2234
Lummis Asset Management
Texas
$11.5M +$10.9M +30,628 New
AG
2235
Advocate Group
Minnesota
$11.5M -$468K -1,314 -4%
CFFP
2236
Center for Financial Planning
Michigan
$11.5M -$130K -364 -1%
BCM
2237
Birch Capital Management
Texas
$11.5M – – –
MRCM
2238
M&R Capital Management
New Jersey
$11.5M -$106K -299 -1%
WPIC
2239
White Pine Investment Company
Michigan
$11.5M -$588K -1,651 -5%
PCS
2240
Personal CFO Solutions
New Jersey
$11.5M +$1.04M +2,917 +11%
VCM
2241
Versant Capital Management
Arizona
$11.4M +$59.8K +168 +0.6%
WCM
2242
Windward Capital Management
California
$11.4M +$72.6K +204 +0.7%
SHA
2243
Seneca House Advisors
Virginia
$11.4M -$462K -1,299 -4%
DFA
2244
Delta Financial Advisors
Louisiana
$11.4M -$411K -1,154 -4%
CRWM
2245
Castle Rock Wealth Management
California
$11.4M +$154K +434 +1%
CCIA
2246
Cherry Creek Investment Advisors
Colorado
$11.4M -$96.8K -272 -0.9%
EFG
2247
Everhart Financial Group
Ohio
$11.4M +$1.14M +3,213 +12%
FRA
2248
Front Row Advisors
California
$11.4M -$409K -1,150 -4%
EIA
2249
Eastover Investment Advisors
North Carolina
$11.4M -$55.9K -157 -0.5%
TPW
2250
Transatlantique Private Wealth
New York
$11.4M +$17.1K +48 +0.2%
88 89
90
91 92