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Name Holding Trade Value Shares
Change
Change in
Stake
PCH
2551
PGIM Custom Harvest
New Jersey
$4.47M +$1.29M +7,707 +45%
CIA
2552
Cladis Investment Advisory
Montana
$4.47M -$217K -1,300 -5%
AL
2553
ACAS LLC
California
$4.47M +$177K +1,063 +4%
HBT
2554
Heartland Bank & Trust
Illinois
$4.46M -$17.7K -106 -0.4%
CCG
2555
Coastwise Capital Group
California
$4.46M -$1.09M -6,517 -21%
CIA
2556
Compass Ion Advisors
Pennsylvania
$4.45M -$111K -663 -3%
GCC
2557
Guardian Capital (Canada)
Ontario, Canada
$4.45M +$354K +2,120 +9%
OQS
2558
Occudo Quantitative Strategies
Florida
$4.44M +$4.11M +24,598 New
NF
2559
Nvest Financial
New Hampshire
$4.43M -$166K -996 -4%
AFAS
2560
Acorn Financial Advisory Services
Virginia
$4.43M -$1.19M -7,127 -22%
GCM
2561
Gables Capital Management
Florida
$4.43M -$25K -150 -0.6%
OPWM
2562
Oxinas Partners Wealth Management
Indiana
$4.43M -$62.4K -374 -2%
DIP
2563
DT Investment Partners
Pennsylvania
$4.42M +$61.8K +370 +2%
CP
2564
Castleview Partners
Texas
$4.42M +$683K +4,089 +20%
IPW
2565
IronBridge Private Wealth
Texas
$4.42M -$100K -599 -2%
FGAM
2566
Financial Gravity Asset Management
Texas
$4.42M -$835 -5 -0%
PB
2567
Pinnacle Bancorp
Nebraska
$4.41M -$12.4K -74 -0.3%
JF
2568
JSF Financial
California
$4.41M -$8.01K -48 -0.2%
GSP
2569
Grafton Street Partners
Florida
$4.41M -$466K -2,794 -10%
MP
2570
McDonald Partners
Ohio
$4.4M -$32.5K -195 -0.8%
HCM
2571
Highview Capital Management
Illinois
$4.4M +$205K +1,227 +5%
DWA
2572
Delap Wealth Advisory
Oregon
$4.4M +$2.97M +17,792 +271%
DBIA
2573
Dumont & Blake Investment Advisors
New Jersey
$4.39M +$48.4K +290 +1%
RF
2574
Robbins Farley
New Hampshire
$4.39M +$139K +834 +4%
EFG
2575
Ethos Financial Group
Pennsylvania
$4.39M +$112K +672 +3%