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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
3626
McNamara Financial Services
Massachusetts
$2.8M
DWM
3627
Dogwood Wealth Management
Kansas
$2.8M -$668K -3,833 -20%
EIP
3628
Easterly Investment Partners
Massachusetts
$2.8M +$2.61M +15,000 New
Harris Associates
3629
Harris Associates
Illinois
$2.8M -$298K -1,708 -10%
SFC
3630
Strategic Financial Concepts
Texas
$2.79M -$981K -5,626 -27%
AR
3631
Apeiron RIA
Texas
$2.78M +$2.96K +17 +0.1%
PAM
3632
Palisade Asset Management
Minnesota
$2.78M +$50.7K +291 +2%
EFL
3633
ERn Financial LLC
Wisconsin
$2.78M -$211K -1,213 -8%
TF
3634
TLWM Financial
Texas
$2.78M +$501K +2,873 +24%
CVM
3635
Cheviot Value Management
California
$2.78M -$15.3K -88 -0.6%
TWM
3636
Tanager Wealth Management
United Kingdom
$2.77M +$834K +4,784 +47%
PGAM
3637
Princeton Global Asset Management
New Jersey
$2.77M +$86.1K +494 +3%
ACA
3638
Aspire Capital Advisors
Washington
$2.77M +$177K +1,016 +7%
KAM
3639
Knightsbridge Asset Management
California
$2.77M +$194K +1,112 +8%
CP
3640
Creekside Partners
California
$2.76M -$77.7K -446 -3%
PWM
3641
Prentice Wealth Management
New York
$2.76M -$38.9K -223 -1%
BAM
3642
Brave Asset Management
New Jersey
$2.76M +$16.6K +95 +0.6%
PIA
3643
Panoramic Investment Advisors
Colorado
$2.75M +$365K +2,092 +17%
CA
3644
Capital Advantage
California
$2.74M +$50.7K +291 +2%
ACM
3645
Avalon Capital Management
California
$2.74M +$71.8K +412 +3%
QFA
3646
Quattro Financial Advisors
Texas
$2.74M -$601K -3,448 -19%
BWP
3647
BlueStem Wealth Partners
Minnesota
$2.74M -$93.6K -537 -4%
DI
3648
DAGCO Inc
Ohio
$2.74M -$112K -640 -4%
PFG
3649
Prospect Financial Group
Virginia
$2.73M +$49K +281 +2%
MWC
3650
MBM Wealth Consultants
Missouri
$2.72M -$488K -2,802 -16%