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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2426
Birmingham Capital Management
Alabama
$1.74M -$132K -2,850 -8%
CWP
2427
Curated Wealth Partners
California
$1.73M +$85.7K +1,850 +6%
RFA
2428
Resurgent Financial Advisors
Georgia
$1.73M +$310K +6,690 +24%
SJIM
2429
St. Johns Investment Management
Florida
$1.73M +$271K +5,840 +20%
AT
2430
American Trust
Kentucky
$1.72M -$167K -3,610 -9%
VIA
2431
Virtus Investment Advisers
Connecticut
$1.72M +$226K +4,880 +16%
YCM
2432
Yost Capital Management
Texas
$1.72M +$1.61M +34,700 New
WA
2433
Wealth Architects
California
$1.71M +$76.5K +1,650 +5%
KJHP
2434
K.J. Harrison & Partners
Ontario, Canada
$1.71M +$1.6M +34,500 New
FFO
2435
Fiduciary Family Office
Florida
$1.71M +$1.6M +34,430 New
FI
2436
Finivi Inc
Massachusetts
$1.7M +$1.59M +34,410 New
RA
2437
Riverstone Advisors
Texas
$1.7M +$165K +3,550 +12%
CIP
2438
Capital Insight Partners
Arizona
$1.7M -$96.9K -2,090 -6%
JWM
2439
Jupiter Wealth Management
Colorado
$1.7M
AA
2440
Altman Advisors
Illinois
$1.69M +$1.58M +34,130 New
MSF
2441
Mustard Seed Financial
Arkansas
$1.69M +$1.58M +34,110 New
SIM
2442
SSI Investment Management
California
$1.69M -$5.56K -120 -0.4%
BFA
2443
Benedict Financial Advisors
Georgia
$1.69M +$25K +540 +2%
ESBC
2444
E.S. Barr & Co
Kentucky
$1.69M +$20.4K +440 +1%
JC
2445
JBF Capital
Colorado
$1.68M +$232K +5,000 +17%
BCCM
2446
Bridge Creek Capital Management
Massachusetts
$1.68M -$69.5K -1,500 -4%
EAM
2447
Eschler Asset Management
United Kingdom
$1.68M +$1.57M +33,920 New
WLG
2448
Williamson Legacy Group
Indiana
$1.68M +$1.57M +33,910 New
MWM
2449
Marion Wealth Management
Pennsylvania
$1.67M -$48.7K -1,050 -3%
DA
2450
Drake & Associates
Wisconsin
$1.67M -$35.7K -770 -2%