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Name Holding Trade Value Shares
Change
Change in
Stake
EW
2326
Expressive Wealth
Illinois
$300K -$13.7K -150 -4%
CFA
2327
Capstone Financial Advisors
Illinois
$299K +$28.8K +316 +11%
PAA
2328
Peregrine Asset Advisers
Oregon
$299K -$36.5K -400 -11%
CPP
2329
Capasso Planning Partners
South Carolina
$299K +$91 +1 +0%
SRC
2330
Shufro Rose & Co
New York
$298K +$34.9K +382 +13%
CIA
2331
Caerus Investment Advisors
Texas
$298K +$300K +3,289 New
SL
2332
Summitry LLC
California
$298K +$93.2K +1,021 +45%
QC
2333
Quent Capital
New York
$298K -$166K -1,814 -36%
EW
2334
Evexia Wealth
Wisconsin
$298K +$1.82K +20 +0.7%
WIM
2335
Westside Investment Management
California
$298K – – –
ANBOT
2336
American National Bank of Texas
Texas
$298K -$11.8K -129 -4%
KWM
2337
Keebeck Wealth Management
Illinois
$297K -$350K -3,839 -54%
CTI
2338
Community Trust & Investment
Kentucky
$297K – – –
VCM
2339
Versant Capital Management
Arizona
$296K -$148K -1,623 -33%
RPGNY
2340
Retirement Planning Group (New York)
New York
$296K – – –
VIP
2341
Value Investment Professionals
New York
$295K +$1.64K +18 +0.6%
RTC
2342
Riverview Trust Company
Washington
$295K – – –
FBT
2343
First Bank & Trust
South Dakota
$295K +$3.65K +40 +1%
IC
2344
Inscription Capital
Texas
$295K -$35.8K -392 -11%
NCTC
2345
New Covenant Trust Company
Indiana
$295K +$20.9K +229 +8%
FFS
2346
Founders Financial Securities
Maryland
$295K -$11.3K -124 -4%
SR
2347
Swiss Re
Switzerland
$294K +$260K +2,848 +728%
BF
2348
Brogan Financial
Tennessee
$294K +$15.8K +173 +6%
CHWM
2349
Cauble & Harre Wealth Management
Missouri
$293K +$91 +1 +0%
LSV Asset Management
2350
LSV Asset Management
Illinois
$293K – – –