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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1601
Coppell Advisory Solutions
Texas
$497K +$498K +2,162 New
GSEP
1602
Golden State Equity Partners
California
$497K +$499K +2,164 New
TI
1603
Trexquant Investment
Connecticut
$495K -$213K -924 -30%
EWM
1604
Evermay Wealth Management
Virginia
$495K -$6.92K -30 -1%
PCM
1605
Perritt Capital Management
Illinois
$494K -$22.4K -97 -4%
RIM
1606
Rockbridge Investment Management
New York
$494K +$15.4K +67 +3%
WDL
1607
Well Done LLC
Michigan
$492K +$232K +1,007 +89%
HCM
1608
Howland Capital Management
Massachusetts
$491K -$10.1K -44 -2%
PMFA
1609
Plante Moran Financial Advisors
Michigan
$490K -$138K -598 -22%
RCAMU
1610
Rothschild & Co Asset Management US
Connecticut
$490K
MA
1611
MJP Associates
Connecticut
$490K +$492K +2,133 New
TFS
1612
TrustCore Financial Services
Tennessee
$489K +$198K +859 +68%
AWG
1613
Altus Wealth Group
Colorado
$488K +$489K +2,119 New
EWG
1614
Executive Wealth Group
Washington
$487K
IFG
1615
Independent Financial Group
California
$487K -$12.4K -54 -2%
MSE
1616
MUFG Securities EMEA
United Kingdom
$481K -$12.2M -52,910 -96%
SFO
1617
Stokes Family Office
Louisiana
$478K -$15.4K -67 -3%
RWM
1618
Raffa Wealth Management
District of Columbia
$477K -$231 -1 -0%
PFGIA
1619
Patriot Financial Group Insurance Agency
Massachusetts
$477K -$16.8K -73 -3%
BS
1620
Bessemer Securities
New York
$477K
ITIM
1621
Indiana Trust & Investment Management
Indiana
$476K -$8.3K -36 -2%
LA
1622
LexAurum Advisors
Kansas
$475K -$10.8K -47 -2%
TFA
1623
Teamwork Financial Advisors
Texas
$475K +$3.23K +14 +0.7%
FC
1624
Fulcrum Capital
Washington
$475K +$218K +946 +85%
AL
1625
Aspiriant LLC
California
$473K +$9.68K +42 +2%