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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1401
Coastwise Capital Group
California
$1.75M +$134K +2,656 +8%
RWP
1402
Ridgecrest Wealth Partners
California
$1.75M +$809 +16 +0%
CIG
1403
Cairn Investment Group
Washington
$1.75M +$73K +1,444 +4%
FAB
1404
First American Bank
Illinois
$1.75M +$18K +355 +1%
EFSCE
1405
Enterprise Financial Services Corp (EFSC)
Missouri
$1.75M -$13.9K -274 -0.8%
AFM
1406
Abbot Financial Management
Massachusetts
$1.74M -$759 -15 -0%
CIC
1407
Cincinnati Indemnity Company
Ohio
$1.74M
WP
1408
WealthShield Partners
North Carolina
$1.74M -$29.5K -583 -2%
CCM
1409
Cox Capital Management
Massachusetts
$1.73M -$9.41K -186 -0.5%
TFS
1410
TrustCore Financial Services
Tennessee
$1.73M -$22.5K -444 -1%
AFP
1411
Ausdal Financial Partners
Iowa
$1.73M +$34.2K +677 +2%
CA
1412
Continuum Advisory
Idaho
$1.73M -$41.8K -827 -2%
OPS
1413
Orion Portfolio Solutions
Nebraska
$1.73M -$55.7K -1,101 -3%
LC
1414
Lindbrook Capital
California
$1.73M +$58.4K +1,154 +4%
AWM
1415
Avior Wealth Management
Nebraska
$1.72M -$19K -375 -1%
MSS
1416
Mitchell Sinkler & Starr
Pennsylvania
$1.71M +$50.6K +1,001 +3%
CAM
1417
Cypress Asset Management
Texas
$1.71M -$41.5K -820 -2%
RFG
1418
Range Financial Group
Oregon
$1.71M +$82.1K +1,624 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1419
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.71M +$1.7M +33,685 New
CFS
1420
Capital Financial Services
New York
$1.71M +$86K +1,700 +5%
BJL
1421
Brighton Jones LLC
Washington
$1.7M +$32.7K +647 +2%
JAM
1422
Jupiter Asset Management
United Kingdom
$1.7M -$66.8M -1,320,175 -98%
BFO
1423
Biltmore Family Office
North Carolina
$1.7M +$27.1K +536 +2%
ZIG
1424
Zurich Insurance Group
Switzerland
$1.7M
KFA
1425
Kelleher Financial Advisors
New York
$1.7M +$4.7K +93 +0.3%