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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
3126
Safir Wealth Advisors
New Hampshire
$211K
MCA
3127
Millennium Capital Advisors
Arkansas
$211K -$29.8K -200 -12%
HDA
3128
Harold Davidson & Associates
California
$211K -$14.9K -100 -7%
ACC
3129
Acorn Creek Capital
Colorado
$211K -$31K -208 -13%
FI
3130
Fosun International
China
$210K
TI
3131
Truepoint Inc
Ohio
$210K +$6.7K +45 +3%
Cohen & Steers
3132
Cohen & Steers
New York
$210K -$28.1K -189 -12%
DI
3133
Disciplined Investors
Texas
$210K +$208K +1,400 New
BPC
3134
Bearing Point Capital
Minnesota
$210K
BCAM
3135
Boston Common Asset Management
Massachusetts
$210K
BOTPPF
3136
Board of the Pension Protection Fund
United Kingdom
$210K +$119K +800 +133%
SN
3137
Sittner & Nelson
Oregon
$210K
HPM
3138
Hoxton Planning & Management
West Virginia
$209K -$44.9K -302 -18%
MKW
3139
Mullaney, Keating & Wright
Connecticut
$209K
AW
3140
Alaethes Wealth
Nevada
$209K +$207K +1,391 New
PCA
3141
Peddock Capital Advisors
Massachusetts
$208K
HP
3142
HT Partners
Connecticut
$208K
T
3143
TOBAM
France
$207K -$342K -2,295 -62%
AF
3144
Apollon Financial
South Carolina
$206K +$205K +1,376 New
BC
3145
Barrett & Company
Rhode Island
$206K
KFA
3146
Kapstone Financial Advisors
Ohio
$206K
VFPW
3147
Vantage Financial Partners (Wisconsin)
Wisconsin
$206K +$7K +47 +4%
IA
3148
IMZ Advisory
Florida
$206K +$204K +1,371 New
SPWG
3149
Sage Private Wealth Group
Illinois
$205K +$5.06K +34 +3%
OP
3150
ORG Partners
Indiana
$205K -$155K -1,044 -43%