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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
2876
Plante Moran Financial Advisors
Michigan
$340K +$27K +306 +9%
CCM
2877
CFO Capital Management
Connecticut
$340K +$312K +3,537 New
IAS
2878
Integrity Advisory Solutions
Texas
$340K -$57.3K -650 -16%
Private Management Group
2879
Private Management Group
California
$339K -$8.81K -100 -3%
SPWG
2880
Sage Private Wealth Group
Illinois
$339K +$38.5K +437 +14%
AWA
2881
Aletheian Wealth Advisors
Washington
$338K +$310K +3,518 New
MJFG
2882
Mars Jewett Financial Group
Washington
$338K +$2.64K +30 +0.9%
FFBTD
2883
First Financial Bank - Trust Division
Ohio
$337K -$9.6K -109 -3%
BZWA
2884
Blue Zone Wealth Advisors
California
$337K -$3.52K -40 -1%
CSA
2885
Cottage Street Advisors
Massachusetts
$337K -$159K -1,800 -34%
NI
2886
NCP Inc
California
$337K -$417K -4,737 -58%
Menora Mivtachim Holdings
2887
Menora Mivtachim Holdings
Israel
$337K -$91.2M -1,035,150 -100%
WWM
2888
Wolff Wiese Magana
California
$337K -$446K -5,063 -59%
BCM
2889
Birch Capital Management
Texas
$337K – – –
CG
2890
Clarus Group
Texas
$337K – – –
E3F
2891
Eight 31 Financial
Texas
$337K – – –
MWM
2892
Mattern Wealth Management
Kansas
$337K – – –
VPF
2893
Vantage Point Financial
Illinois
$337K +$11.8K +134 +4%
HOWA
2894
Heritage Oak Wealth Advisors
Florida
$336K +$44.8K +508 +17%
TCM
2895
Towercrest Capital Management
Pennsylvania
$336K +$6.17K +70 +2%
LWA
2896
Legacy Wealth Advisors
Florida
$335K +$89.7K +1,018 +41%
CIA
2897
Caerus Investment Advisors
Texas
$334K +$38.9K +441 +15%
CWMP
2898
Clarion Wealth Managment Partners
Virginia
$334K – – –
BW
2899
Blalock Williams
Alabama
$333K +$73.9K +839 +32%
WA
2900
Westfuller Advisors
New York
$333K -$20.6K -234 -6%