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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
2076
M&R Capital Management
New Jersey
$294K -$72.1K -269 -19%
TPWM
2077
Twelve Points Wealth Management
Massachusetts
$293K -$2.14K -8 -0.7%
PP
2078
PDS Planning
Ohio
$293K -$36.7K -137 -11%
VEA
2079
Virtus ETF Advisers
New York
$293K +$30.8K +115 +11%
CA
2080
Corrado Advisors
New Jersey
$293K +$299K +1,115 New
PIM
2081
Progressive Investment Management
Oregon
$290K +$26.8K +100 +10%
UL
2082
Unionview LLC
Washington
$290K -$16.4K -61 -5%
KFC
2083
Klingenstein Fields & Co
New York
$289K – – –
TFS
2084
TrustCore Financial Services
Tennessee
$289K +$2.95K +11 +1%
PR
2085
Payden & Rygel
California
$289K – – –
AC
2086
ASB Consultores
Florida
$289K +$8.04K +30 +3%
HWM
2087
Horizon Wealth Management
Illinois
$288K -$10.5K -39 -3%
CWM
2088
CarsonAllaria Wealth Management
Illinois
$288K +$30K +112 +11%
VCM
2089
Versant Capital Management
Arizona
$287K +$536 +2 +0.2%
CIA
2090
Cladis Investment Advisory
Montana
$286K -$181K -675 -38%
DA
2091
Detalus Advisors
Missouri
$286K -$20.9K -78 -7%
WH
2092
Willner & Heller
California
$286K +$1.88K +7 +0.6%
MPM
2093
MBB Public Markets
Illinois
$285K – – –
SFG
2094
StrategIQ Financial Group
Indiana
$284K -$6.7K -25 -2%
PJSIMP
2095
P.J. Schmidt Investment Management (PJS)
Wisconsin
$284K +$32.2K +120 +12%
LA
2096
Lakeside Advisors
Washington
$282K +$536 +2 +0.2%
KTA
2097
Keeley-Teton Advisors
Illinois
$282K – – –
WFA
2098
West Financial Advisors
Iowa
$282K -$127K -475 -31%
SAA
2099
Southeast Asset Advisors
Georgia
$282K – – –
GAM
2100
Gemmer Asset Management
California
$282K -$20.6K -77 -7%