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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
2926
Catalyst Funds Management
Australia
$948K +$902K +3,000 New
PCM
2927
Permanent Capital Management
Illinois
$948K +$902K +3,000 New
SL
2928
Sentinus LLC
Illinois
$947K +$46.6K +155 +5%
DBRC
2929
D.B. Root & Company
Pennsylvania
$942K +$68K +226 +8%
RA
2930
Rational Advisors
New York
$942K +$896K +2,981 New
MCC
2931
Money Concepts Capital
Florida
$942K -$25.9K -86 -3%
KW
2932
KWB Wealth
California
$942K +$178K +592 +21%
FFG
2933
Floyd Financial Group
Missouri
$941K +$920K +3,059 New
PG
2934
Prostatis Group
Maryland
$941K +$9.62K +32 +1%
DA
2935
Dover Advisors
Virginia
$938K -$3.61K -12 -0.4%
IIC
2936
Integrated Investment Consultants
Michigan
$938K +$24.1K +80 +3%
NWA
2937
New World Advisors
Massachusetts
$937K -$12.6K -42 -1%
RLIM
2938
Red Lighthouse Investment Management
New York
$937K +$301 +1 +0%
EA
2939
Emerald Advisers
Pennsylvania
$936K -$18K -60 -2%
AWA
2940
AmeriServ Wealth Advisors
Pennsylvania
$935K +$890K +2,960 New
WA
2941
Waddell & Associates
Tennessee
$934K -$1.8K -6 -0.2%
BFA
2942
Bragg Financial Advisors
North Carolina
$931K -$106K -353 -11%
GGV
2943
GG Group Ventures
Florida
$930K -$355K -1,179 -29%
IF
2944
Intrua Financial
Texas
$930K -$492K -1,637 -36%
FCM
2945
Fourpath Capital Management
Oklahoma
$929K
CAS
2946
Coppell Advisory Solutions
Texas
$929K +$885K +2,943 New
WPW
2947
Warther Private Wealth
Ohio
$928K +$9.02K +30 +1%
BI
2948
BlueSpruce Investments
Illinois
$928K -$392M -1,304,654 -100%
TCM
2949
Tufton Capital Management
Maryland
$928K -$10.5K -35 -1%
WMA
2950
Wealth Management Associates
New Jersey
$927K -$66.8K -222 -7%