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Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1826
DC Investments Management
Virginia
$401K
RWPA
1827
Richard W. Paul & Associates
Michigan
$401K +$64.2K +179 +19%
SLI
1828
Sumitomo Life Insurance
Japan
$401K -$8.37M -23,318 -95%
PSP
1829
Principal Street Partners
Tennessee
$400K -$527K -1,470 -56%
ONSWM
1830
Old North State Wealth Management
North Carolina
$400K -$132K -369 -25%
AAA
1831
American Alpha Advisors
New York
$396K +$39.5K +110 +11%
LCG
1832
Lakeshore Capital Group
Illinois
$396K +$1.79K +5 +0.4%
WHG
1833
Westwood Holdings Group
Texas
$396K -$30.4M -84,751 -99%
MWA
1834
Midland Wealth Advisors
Illinois
$396K -$49.9K -139 -11%
IA
1835
IFG Advisory
Georgia
$395K +$2.15K +6 +0.5%
VNA
1836
Valley National Advisers
Pennsylvania
$395K -$37K -103 -8%
HCA
1837
Heck Capital Advisors
Wisconsin
$394K +$401K +1,117 New
SAM
1838
Stansberry Asset Management
Texas
$392K
PAI
1839
Pittenger & Anderson Inc
Nebraska
$392K +$351K +979 +747%
OWM
1840
OneAscent Wealth Management
Alabama
$391K +$151K +421 +61%
PBC
1841
Pavion Blue Capital
California
$389K
PCM
1842
Perritt Capital Management
Illinois
$389K +$395K +1,102 New
VCP
1843
Verus Capital Partners
Arizona
$388K -$35.2K -98 -8%
AFWM
1844
Abich Financial Wealth Management
Virginia
$388K +$395K +1,100 New
OBWG
1845
Onyx Bridge Wealth Group
New York
$387K -$5.38K -15 -1%
WA
1846
Wealth Architects
California
$387K +$359 +1 +0.1%
EA
1847
Everpar Advisors
Oklahoma
$386K -$71.8K -200 -15%
EC
1848
EntryPoint Capital
New York
$386K +$43.4K +121 +12%
KFGK
1849
Keystone Financial Group (Kentucky)
Kentucky
$384K +$47.7K +133 +14%
SRC
1850
Shufro Rose & Co
New York
$384K