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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1001
Addison Advisors
Vermont
$180K – – –
Smithfield Trust
1002
Smithfield Trust
Pennsylvania
$177K – – –
FFL
1003
Financial Freedom LLC
Ohio
$177K – – –
Capital Analysts LLC
1004
Capital Analysts LLC
Pennsylvania
$172K – – –
LI
1005
LRI Investments
Florida
$169K +$3.68K +10 +2%
TSMHT
1006
Thurston Springer Miller Herd & Titak
Indiana
$155K +$37.5K +102 +31%
Geneos Wealth Management
1007
Geneos Wealth Management
Colorado
$154K +$1.1K +3 +0.7%
Spire Wealth Management
1008
Spire Wealth Management
Virginia
$153K +$5.15K +14 +3%
IWA
1009
Icon Wealth Advisors
Texas
$152K – – –
MCM
1010
Manchester Capital Management
Vermont
$150K – – –
Salem Investment Counselors
1011
Salem Investment Counselors
North Carolina
$149K – – –
CFO
1012
CVA Family Office
Colorado
$145K +$11K +30 +8%
OC
1013
Oakworth Capital
Alabama
$144K – – –
TFA
1014
Transamerica Financial Advisors
Florida
$136K +$139K +378 New
Catalyst Capital Advisors
1015
Catalyst Capital Advisors
New York
$130K +$49.6K +135 +59%
CIAM
1016
Caitong International Asset Management
Hong Kong
$130K +$133K +362 New
HCP
1017
Hexagon Capital Partners
Arkansas
$126K +$1.47K +4 +1%
STB
1018
S&T Bank
Pennsylvania
$121K +$124K +336 New
IFP Advisors
1019
IFP Advisors
Florida
$109K -$37.9K -103 -25%
Washington Trust
1020
Washington Trust
Rhode Island
$108K – – –
HT
1021
Headlands Technologies
Illinois
$107K -$626K -1,703 -85%
HB
1022
Horizon Bancorp
Indiana
$104K -$9.19K -25 -8%
CSWM
1023
Cassady Schiller Wealth Management
Ohio
$102K +$2.94K +8 +3%
HIA
1024
Harbor Investment Advisory
Maryland
$101K – – –
VCM
1025
Versant Capital Management
Arizona
$98.8K +$32.4K +88 +47%