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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
3176
Phillips Financial Management
Indiana
$4.37M +$1.07M +6,128 +35%
AFM
3177
Armstrong Fleming & Moore
District of Columbia
$4.37M +$22.5K +129 +0.6%
SWM
3178
Salvus Wealth Management
New Jersey
$4.36M +$668K +3,835 +20%
PW
3179
Paladin Wealth
Minnesota
$4.36M -$141K -807 -3%
PFA
3180
Pathway Financial Advisers
Indiana
$4.35M +$1.39M +7,970 +52%
TSS
3181
Two Sigma Securities
New York
$4.35M +$3.8M +21,777 +1,426%
CNBOF
3182
City National Bank of Florida
Florida
$4.33M +$575K +3,296 +17%
RWM
3183
Riverbend Wealth Management
South Carolina
$4.33M +$126K +722 +3%
TIM
3184
Tevis Investment Management
Texas
$4.31M -$17.3K -99 -0.4%
BIA
3185
Bigelow Investment Advisors
Maine
$4.31M -$126K -720 -3%
SPW
3186
Surience Private Wealth
Washington
$4.3M -$566K -3,246 -12%
VW
3187
Vance Wealth
California
$4.3M -$112K -641 -3%
AWS
3188
Arkfeld Wealth Strategies
Nebraska
$4.3M +$12.9K +74 +0.3%
PIM
3189
Peregrine Investment Management
Ontario, Canada
$4.29M +$4.01M +23,000 New
CFIA
3190
Cantor Fitzgerald Investment Advisors
New York
$4.29M +$1.92K +11 +0%
RCA
3191
Riverview Capital Advisers
Massachusetts
$4.29M +$209K +1,198 +5%
SFM
3192
Signet Financial Management
New Jersey
$4.29M -$34.2K -196 -0.8%
DF
3193
Dunhill Financial
United Kingdom
$4.28M -$181K -1,037 -4%
RYIA
3194
Roehl & Yi Investment Advisors
Oregon
$4.27M +$17.5M +100,636 +354%
CIC
3195
Crawford Investment Counsel
Georgia
$4.27M +$39.9K +229 +1%
RWM
3196
Rialto Wealth Management
New York
$4.27M +$14.5K +83 +0.4%
OCM
3197
Orion Capital Management
California
$4.26M -$44.4K -255 -1%
TCM
3198
Tributary Capital Management
Nebraska
$4.26M -$434K -2,490 -10%
CPL
3199
Capital & Planning LLC
Georgia
$4.25M +$397K +2,279 +11%
MIM
3200
Martin Investment Management
Florida
$4.25M +$193K +1,109 +5%