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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
2326
Versant Capital Management
Arizona
$296K -$148K -1,623 -33%
RPGNY
2327
Retirement Planning Group (New York)
New York
$296K
VIP
2328
Value Investment Professionals
New York
$295K +$1.64K +18 +0.6%
RTC
2329
Riverview Trust Company
Washington
$295K
FBT
2330
First Bank & Trust
South Dakota
$295K +$3.65K +40 +1%
IC
2331
Inscription Capital
Texas
$295K -$35.8K -392 -11%
NCTC
2332
New Covenant Trust Company
Indiana
$295K +$20.9K +229 +8%
FFS
2333
Founders Financial Securities
Maryland
$295K -$11.3K -124 -4%
SR
2334
Swiss Re
Switzerland
$294K +$260K +2,848 +728%
BF
2335
Brogan Financial
Tennessee
$294K +$15.8K +173 +6%
CHWM
2336
Cauble & Harre Wealth Management
Missouri
$293K +$91 +1 +0%
LSV Asset Management
2337
LSV Asset Management
Illinois
$293K
FNWA
2338
Financial Network Wealth Advisors
Utah
$292K -$46.4K -508 -14%
GSWM
2339
Golden State Wealth Management
California
$291K +$92.3K +1,011 +46%
CWM
2340
Cabot Wealth Management
Massachusetts
$291K
AI
2341
AXS Investments
New York
$290K -$60.4K -662 -17%
GB
2342
Goepper Burkhardt
South Carolina
$290K -$50.2K -550 -15%
E
2343
Evansbrook
Illinois
$290K
PAG
2344
Powers Advisory Group
Illinois
$290K -$7.85K -86 -3%
WWM
2345
Walser Wealth Management
Florida
$288K +$290K +3,178 New
YWS
2346
Yarger Wealth Strategies
Ohio
$288K +$20.2K +221 +8%
WFA
2347
WJ Financial Advisors
Connecticut
$288K +$38.4K +421 +15%
ALA
2348
Atlas Legacy Advisors
California
$288K +$39.8K +436 +17%
EWM
2349
Evermay Wealth Management
Virginia
$288K -$14.6K -160 -5%
SWA
2350
Strata Wealth Advisors
Texas
$287K +$289K +3,168 New