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Name Holding Trade Value Shares
Change
Change in
Stake
RWI
3126
Red Wave Investments
Pennsylvania
$212K -$5.8K -39 -3%
MC
3127
McCarthy & Cox
Ohio
$212K – – –
AWM
3128
Allen Wealth Management
North Carolina
$212K +$5.95K +40 +3%
SWA
3129
Safir Wealth Advisors
New Hampshire
$211K – – –
MCA
3130
Millennium Capital Advisors
Arkansas
$211K -$29.8K -200 -12%
HDA
3131
Harold Davidson & Associates
California
$211K -$14.9K -100 -7%
ACC
3132
Acorn Creek Capital
Colorado
$211K -$31K -208 -13%
FI
3133
Fosun International
China
$210K – – –
TI
3134
Truepoint Inc
Ohio
$210K +$6.7K +45 +3%
Cohen & Steers
3135
Cohen & Steers
New York
$210K -$28.1K -189 -12%
DI
3136
Disciplined Investors
Texas
$210K +$208K +1,400 New
BPC
3137
Bearing Point Capital
Minnesota
$210K – – –
BCAM
3138
Boston Common Asset Management
Massachusetts
$210K – – –
BOTPPF
3139
Board of the Pension Protection Fund
United Kingdom
$210K +$119K +800 +133%
SN
3140
Sittner & Nelson
Oregon
$210K – – –
HPM
3141
Hoxton Planning & Management
West Virginia
$209K -$44.9K -302 -18%
MKW
3142
Mullaney, Keating & Wright
Connecticut
$209K – – –
AW
3143
Alaethes Wealth
Nevada
$209K +$207K +1,391 New
PCA
3144
Peddock Capital Advisors
Massachusetts
$208K – – –
HP
3145
HT Partners
Connecticut
$208K – – –
T
3146
TOBAM
France
$207K -$342K -2,295 -62%
AF
3147
Apollon Financial
South Carolina
$206K +$205K +1,376 New
BC
3148
Barrett & Company
Rhode Island
$206K – – –
KFA
3149
Kapstone Financial Advisors
Ohio
$206K – – –
VFPW
3150
Vantage Financial Partners (Wisconsin)
Wisconsin
$206K +$7K +47 +4%