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Name Holding Trade Value Shares
Change
Change in
Stake
Marathon Wealth Advisors
2451
Marathon Wealth Advisors
Massachusetts
$9.9M +$437K +1,081 +4%
HA
2452
Harbor Advisors
Florida
$9.9M – – –
Chapin Davis
2453
Chapin Davis
Maryland
$9.9M -$1.54M -3,812 -13%
Regatta Capital Group
2454
Regatta Capital Group
California
$9.9M +$360K +891 +3%
Councilmark Asset Management
2455
Councilmark Asset Management
Tennessee
$9.9M +$21K +52 +0.2%
Waystone Advisors
2456
Waystone Advisors
Washington
$9.8M +$74.9K +185 +0.7%
McDonough Capital Management
2457
McDonough Capital Management
Florida
$9.8M -$382K -943 -3%
Center for Financial Planning
2458
Center for Financial Planning
Michigan
$9.8M -$39.7K -98 -0.4%
Harrington Investments
2459
Harrington Investments
California
$9.8M -$81.3K -201 -0.8%
Prelude Capital Management
2460
Prelude Capital Management
New York
$9.8M +$4.89M +12,076 +85%
BCS Private Wealth Management
2461
BCS Private Wealth Management
New Jersey
$9.8M -$2.38M -5,883 -18%
MA
2462
Menlo Advisors
California
$9.8M -$42.5K -105 -0.4%
Greenfield Savings Bank
2463
Greenfield Savings Bank
Massachusetts
$9.8M -$55K -136 -0.5%
Brandywine Oak Private Wealth
2464
Brandywine Oak Private Wealth
Pennsylvania
$9.8M -$84.2K -208 -0.8%
Revolve Wealth Partners
2465
Revolve Wealth Partners
New Jersey
$9.8M +$438K +1,083 +4%
Smith, Moore & Co
2466
Smith, Moore & Co
Missouri
$9.8M -$166K -410 -2%
MG
2467
McHugh Group
Ohio
$9.7M -$19.8K -49 -0.2%
Mosaic Family Wealth Partners
2468
Mosaic Family Wealth Partners
Missouri
$9.7M +$4.73M +11,679 +81%
Seneca House Advisors
2469
Seneca House Advisors
Virginia
$9.7M -$1.95M -4,822 -16%
Ballast Advisors
2470
Ballast Advisors
Minnesota
$9.7M +$53.8K +133 +0.5%
CCM
2471
Consolidated Capital Management
California
$9.7M +$78.5K +194 +0.8%
Greenspring Advisors
2472
Greenspring Advisors
Maryland
$9.7M +$584K +1,444 +6%
Evanson Financial
2473
Evanson Financial
Virginia
$9.7M +$10.5M +25,963 New
Beck Capital Management
2474
Beck Capital Management
Texas
$9.7M -$26.3K -65 -0.2%
Atlas Legacy Advisors
2475
Atlas Legacy Advisors
California
$9.7M +$2.01M +4,957 +25%