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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1701
Carlson Capital Management
Minnesota
$331K
SCA
1702
Sage Capital Advisors
South Dakota
$329K +$28.8K +62 +10%
WFA
1703
Wade Financial Advisory
California
$326K
TNA
1704
True North Advisors
Texas
$326K +$61.4K +132 +25%
CF
1705
Copperwynd Financial
Arizona
$326K +$84.2K +181 +37%
OIA
1706
OneDigital Investment Advisors
Kansas
$325K +$308K +663 New
EBT
1707
Enterprise Bank & Trust
Massachusetts
$324K -$16.3K -35 -5%
AF
1708
Aldebaran Financial
$324K -$10.2K -22 -3%
SI
1709
Scharf Investments
California
$323K +$307K +659 New
AIC
1710
Ameritas Investment Company
Nebraska
$321K
MCM
1711
MV Capital Management
Maryland
$321K
SHA
1712
Seneca House Advisors
Virginia
$321K +$304K +654 New
LWA
1713
Lineweaver Wealth Advisors
Ohio
$320K +$74K +159 +32%
CCMD
1714
Cypress Capital Management (Delaware)
Delaware
$319K +$12.6K +27 +4%
SG
1715
StoneX Group
New York
$318K -$5.58K -12 -2%
Kovitz Investment Group Partners
1716
Kovitz Investment Group Partners
Illinois
$318K
TWA
1717
TCI Wealth Advisors
Arizona
$317K -$6.51K -14 -2%
NC
1718
NovaPoint Capital
Georgia
$317K +$301K +647 New
CWM
1719
Cornerstone Wealth Management
Missouri
$315K -$29.8K -64 -9%
CWM
1720
Connecticut Wealth Management
Connecticut
$314K +$298K +640 New
RIM
1721
Redwood Investment Management
Arizona
$311K -$18.6K -40 -6%
ACS
1722
Archford Capital Strategies
Illinois
$311K +$5.58K +12 +2%
EHC
1723
Everett Harris & Co
California
$311K +$6.98K +15 +2%
TFS
1724
TrustCore Financial Services
Tennessee
$311K +$13.5K +29 +5%
MPIA
1725
Mountain Pacific Investment Advisers
Idaho
$310K -$14K -30 -5%