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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4151
Cadence Wealth Management
Massachusetts
$618K +$948 +6 +0.2%
NICM
4152
Neo Ivy Capital Management
New York
$615K +$413K +2,615 +308%
CC
4153
Copperleaf Capital
North Carolina
$613K +$229K +1,449 +72%
WIC
4154
Whitegate Investment Counselors
New Hampshire
$608K -$24.2M -153,070 -98%
SMG
4155
Smart Money Group
Texas
$608K +$42.2K +267 +8%
MIOT
4156
Massachusetts Institute of Technology
Massachusetts
$605K +$538K +3,407 New
AFG
4157
Arkansas Financial Group
Arkansas
$604K -$119K -756 -18%
SM
4158
Salzhauer Michael
$603K +$10.6K +67 +2%
W
4159
Wealthsimple
Ontario, Canada
$599K +$533K +3,373 New
RBCM
4160
Raub Brock Capital Management
California
$598K – – –
GWA
4161
Gibson Wealth Advisors
Texas
$597K +$531K +3,360 New
CCP
4162
Cassia Capital Partners
North Carolina
$594K -$3.69M -23,342 -87%
HFS
4163
Horizon Financial Services
North Carolina
$593K +$94.8K +600 +22%
RH
4164
RFG Holdings
Texas
$591K +$50.6K +320 +11%
CWG
4165
Crown Wealth Group
North Carolina
$591K +$526K +3,329 New
PWG
4166
Private Wealth Group
Florida
$587K +$158 +1 +0%
LKIM
4167
Lawson Kroeker Investment Management
Nebraska
$586K – – –
CIP
4168
Cornerstone Investment Partners
Georgia
$579K -$4.51M -28,510 -90%
AIA
4169
Armor Investment Advisors
North Carolina
$579K +$1.9K +12 +0.4%
CAG
4170
Compass Advisory Group
New York
$578K -$46.9K -297 -8%
MS
4171
Mizuho Securities
Japan
$575K -$743K -4,700 -59%
MFM
4172
Mirsky Financial Management
New York
$573K -$1.26K -8 -0.2%
HPC
4173
Hobart Private Capital
North Carolina
$569K -$1.68M -10,609 -77%
PFM
4174
Patton Fund Management
Texas
$568K – – –
TA
4175
Teramo Advisors
Florida
$568K +$506K +3,200 New
165 166
167
168 169