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Name Holding Trade Value Shares
Change
Change in
Stake
LSWM
876
Lorne Steinberg Wealth Management
Canada
$14.5M +$313K +771 +3%
CCG
877
Cypress Capital Group
Florida
$14.5M +$1.37M +3,379 +13%
ECP
878
Elwood Capital Partners
New York
$14.3M -$2.03M -5,000 -14%
MWM
879
Mission Wealth Management
California
$14.3M +$8.62M +21,242 +247%
PA
880
Paragon Advisors
Texas
$14.3M -$806K -1,987 -6%
SFG
881
SevenBridge Financial Group
Pennsylvania
$14.2M -$214K -527 -2%
TCOK
882
Trust Company of Kansas
Kansas
$14.2M -$2.19M -5,390 -15%
AG
883
Ascent Group
Virginia
$14.2M +$4.49M +11,074 +59%
FCM
884
Fremen Capital Management
Connecticut
$14.2M +$882K +2,173 +8%
MCM
885
Mitchell Capital Management
Kansas
$14.2M -$93.3K -230 -0.8%
MCM
886
Militia Capital Management
Texas
$14.1M -$2.31M -5,700 -16%
SAM
887
SEB Asset Management
$14.1M -$4.3M -10,603 -26%
MLTEF
888
Metatron Long Term Equity Fund
$14.1M +$12M +29,539 New
LSV Asset Management
889
LSV Asset Management
Illinois
$14.1M -$407K -1,003 -3%
ML
890
Maniro Ltd
$14M +$7.93M +19,554 +200%
LHC
891
Little House Capital
Massachusetts
$14M -$574K -1,415 -5%
SP
892
SIH Partners
Delaware
$14M -$13.3M -32,678 -53%
Envestnet Portfolio Solutions
893
Envestnet Portfolio Solutions
Illinois
$14M +$1.06M +2,606 +10%
UHC
894
Union Heritage Capital
Michigan
$13.9M – – –
BCP
895
Bluegrass Capital Partners
Florida
$13.8M +$11.8M +29,000 New
A
896
Allianz
Germany
$13.8M +$2.05M +5,042 +21%
Charles Schwab
897
Charles Schwab
California
$13.8M +$11.7M +28,877 New
GGH
898
GCM Grosvenor Holdings
Illinois
$13.8M – – –
CFSG
899
Community Financial Services Group
Vermont
$13.7M -$185K -455 -1%
SGDR
900
SPX Gestao de Recursos
Brazil
$13.7M -$12.4M -30,650 -52%