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Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
2526
Baker Ellis Asset Management
Washington
$344K -$8.97K -68 -3%
EMAM
2527
Encompass More Asset Management
California
$344K -$149K -1,131 -31%
IWN
2528
Independent Wealth Network
Iowa
$343K +$6.72K +51 +2%
SCM
2529
Seascape Capital Management
New Hampshire
$343K -$2.64K -20 -0.8%
HIIFS
2530
Harel Insurance Investments & Financial Services
Israel
$343K +$9.36K +71 +3%
SIA
2531
Spectrum Investment Advisors
Wisconsin
$343K +$2.64K +20 +0.8%
OFO
2532
OneAscent Family Office
Alabama
$342K -$301K -2,285 -48%
PFG
2533
PAX Financial Group
Texas
$340K -$108K -819 -25%
MIH
2534
Meitav Investment House
Israel
$340K – – –
LFG
2535
Lazard Frères Gestion
France
$340K – – –
PP
2536
Patron Partners
Texas
$340K – – –
HCM
2537
Hengehold Capital Management
Ohio
$339K – – –
SAW
2538
Signal Advisors Wealth
Michigan
$339K -$26.4K -200 -7%
AWA
2539
AGH Wealth Advisors
Kansas
$339K -$6.46K -49 -2%
MC
2540
Mathes Company
New York
$339K – – –
NIM
2541
Nexus Investment Management
Ontario, Canada
$339K – – –
WP
2542
Waycross Partners
Kentucky
$339K -$237K -1,800 -42%
WC
2543
Weil Company
California
$338K -$73.6K -558 -18%
EWA
2544
Encompass Wealth Advisors
Oregon
$338K +$1.05K +8 +0.3%
APW
2545
Austin Private Wealth
Texas
$338K +$33.9K +257 +12%
Betterment LLC
2546
Betterment LLC
New York
$338K -$396 -3 -0.1%
IIA
2547
Integral Investment Advisors
California
$338K +$3.96K +30 +1%
EW
2548
Evexia Wealth
Wisconsin
$337K +$1.58K +12 +0.4%
GGI
2549
Godsey & Gibb Inc
Virginia
$337K -$83.1K -630 -20%
PCH
2550
PGIM Custom Harvest
New Jersey
$336K – – –