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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1426
Diligent Investors
California
$1.01M +$158K +810 +16%
TIM
1427
Tortoise Investment Management
New York
$1.01M +$185K +945 +20%
CWM
1428
Concentric Wealth Management
California
$1M -$99.6K -510 -8%
JCFM
1429
JBR Co Financial Management
Oklahoma
$1M +$201K +1,030 +22%
KCM
1430
Kornitzer Capital Management
Kansas
$1M +$239K +1,225 +27%
AWM
1431
Angeles Wealth Management
California
$999K +$442K +2,261 +66%
BWFA
1432
Baltimore-Washington Financial Advisors
Maryland
$999K +$25.8K +132 +2%
WG
1433
Winton Group
United Kingdom
$994K +$933K +4,774 +543%
EWA
1434
Evolution Wealth Advisors
Florida
$993K +$372K +1,906 +51%
EC
1435
EdgeRock Capital
Colorado
$992K +$67K +343 +6%
IWA
1436
Icon Wealth Advisors
Texas
$990K +$333K +1,705 +43%
IWA
1437
IBEX Wealth Advisors
New Jersey
$990K -$188K -962 -11%
GAM
1438
Gemmer Asset Management
California
$988K -$36.7K -188 -3%
CAM
1439
Claret Asset Management
Quebec, Canada
$983K -$8.21K -42 -0.7%
NSAM
1440
North Star Asset Management
Wisconsin
$981K -$197K -1,008 -15%
V
1441
ViaWealth
Kansas
$978K +$4.69K +24 +0.4%
HCMG
1442
Howard Capital Management Group
California
$978K -$38.1K -195 -3%
LCM
1443
Lattice Capital Management
Washington
$976K
SFA
1444
Souders Financial Advisors
Ohio
$975K +$21.1K +108 +2%
GAA
1445
Global Assets Advisory
Florida
$974K +$1.09M +5,557 New
PCMC
1446
Private Capital Management (Colorado)
Colorado
$973K -$173K -888 -14%
AR
1447
Apeiron RIA
Texas
$971K -$9.96K -51 -0.9%
FVWA
1448
Foster Victor Wealth Advisors
South Carolina
$971K -$26.8K -137 -2%
RVPG
1449
Relative Value Partners Group
$969K +$9.77K +50 +1%
SPA
1450
Sherbrooke Park Advisers
New York
$967K +$1.07M +5,499 New