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Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1426
Karani Asset Management
New York
$421K +$480K +1,733 New
WC
1427
Waterloo Capital
Texas
$421K +$176K +635 +58%
Massachusetts Financial Services
1428
Massachusetts Financial Services
Massachusetts
$421K +$194K +699 +68%
BHIA
1429
Birch Hill Investment Advisors
Massachusetts
$420K -$291K -1,050 -38%
GWP
1430
Gateway Wealth Partners
Wisconsin
$418K +$477K +1,721 New
GIA
1431
Gladstone Institutional Advisory
Florida
$418K -$71.5K -258 -13%
SIM
1432
Seaview Investment Managers
Florida
$415K -$5.81M -20,986 -92%
PA
1433
PSI Advisors
Florida
$413K +$44.3K +160 +10%
FSA
1434
Fort Sheridan Advisors
Illinois
$413K -$37.7K -136 -7%
BWL
1435
Bogart Wealth LLC
Virginia
$411K -$1.66K -6 -0.4%
RIA
1436
Richwood Investment Advisors
Ohio
$410K +$99.2K +358 +27%
DMBA
1437
Deseret Mutual Benefit Administrators
Utah
$409K +$278K +1,002 +147%
BDL
1438
Bey-Douglas LLC
Georgia
$409K -$22.2K -80 -5%
ACM
1439
Aster Capital Management
United Arab Emirates
$408K +$47.4K +171 +19%
CT
1440
Colonial Trust
South Carolina
$408K -$65.7K -237 -12%
BAM
1441
Blueshift Asset Management
New Jersey
$408K +$465K +1,677 New
MWM
1442
Marietta Wealth Management
Georgia
$407K -$4.33M -15,634 -90%
FAFN
1443
First Affirmative Financial Network
Colorado
$406K +$463K +1,672 New
WF
1444
Womack Financial
Texas
$405K -$10.5K -38 -2%
WWWM
1445
White Wing Wealth Management
Texas
$404K +$98.1K +354 +27%
DWA
1446
Douglass Winthrop Advisors
New York
$404K +$8.31K +30 +2%
OIS
1447
OneAscent Investment Solutions
Alabama
$403K +$62K +224 +16%
LK
1448
Lumbard & Kellner
New Hampshire
$400K +$4.99K +18 +1%
VWA
1449
Visionary Wealth Advisors
Illinois
$400K +$15.8K +57 +4%
OCA
1450
OpenArc Corporate Advisory
Georgia
$398K +$142K +513 +46%