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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
2576
Sage Rhino Capital
California
$414K +$6.33K +122 +2%
NIC
2577
Northwest Investment Counselors
Oregon
$413K -$2.33K -45 -0.6%
LF
2578
LifeSteps Financial
California
$413K -$1.66K -32 -0.4%
MCM
2579
Morton Capital Management
California
$412K -$49.6K -955 -11%
LIA
2580
LBMC Investment Advisors
Tennessee
$412K -$3.01K -58 -0.7%
MKA
2581
M. Kulyk & Associates
Georgia
$411K +$69.8K +1,345 +20%
SI
2582
Saxon Interests
Texas
$410K +$147K +2,831 +56%
HWA
2583
Heartwood Wealth Advisors
Virginia
$409K +$133K +2,563 +48%
MWP
2584
Madison Wealth Partners
Wisconsin
$408K -$15.4K -297 -4%
IWN
2585
Independent Wealth Network
Iowa
$407K +$3.94K +76 +1%
SHGA
2586
Sand Hill Global Advisors
California
$407K +$28.9K +557 +8%
ACM
2587
Aubrey Capital Management
United Kingdom
$407K +$403K +7,762 New
SIGI
2588
Susquehanna International Group (Ireland)
Ireland
$407K +$408K +7,857 New
CA
2589
Cortland Associates
Missouri
$404K -$5.19K -100 -1%
IWA
2590
Inspirion Wealth Advisors
Illinois
$404K +$12.3K +237 +3%
HFAS
2591
Hummer Financial Advisory Services
Illinois
$403K +$31.1K +600 +8%
SPA
2592
Sentinel Pension Advisors
Massachusetts
$402K -$5.4K -104 -1%
SIA
2593
Sage Investment Advisers
New York
$402K +$1.14K +22 +0.3%
IF
2594
IRON Financial
Illinois
$401K -$303K -5,847 -43%
LC
2595
Landaas & Company
Wisconsin
$399K
RC
2596
RBO & Co
California
$399K
GPWA
2597
Great Point Wealth Advisors
Massachusetts
$398K
LCM
2598
Liberty Capital Management
Michigan
$398K
NICM
2599
Neo Ivy Capital Management
New York
$398K +$398K +7,680 New
CI
2600
Carroll Investors
South Carolina
$397K