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Name Holding Trade Value Shares
Change
Change in
Stake
PBC
1251
Pavion Blue Capital
California
$852K – – –
FWI
1252
Facet Wealth Inc
Maryland
$849K +$210K +946 +32%
APP
1253
Avantax Planning Partners
Iowa
$849K -$96.1K -432 -10%
BAM
1254
Byrne Asset Management
New Jersey
$846K -$92.6K -416 -10%
VGDSS
1255
VUB Generali dochodkova spravcovska spolocnost
$845K – – –
CD
1256
Chapin Davis
Maryland
$844K -$38.5K -173 -4%
NCM
1257
NCM Capital Management
New Jersey
$841K – – –
BCA
1258
Bay Colony Advisors
Massachusetts
$839K -$194K -870 -18%
BHBT
1259
Burke & Herbert Bank & Trust
Virginia
$836K – – –
RCA
1260
Resonant Capital Advisors
Wisconsin
$834K -$55.8K -251 -6%
ZI
1261
ZEGA Investments
Florida
$833K – – –
RE
1262
Rydar Equities
Texas
$833K +$74.5K +335 +9%
Members Trust
1263
Members Trust
Florida
$831K +$34.9K +157 +4%
GS
1264
GTS Securities
Florida
$830K -$307K -1,379 -26%
PWPS
1265
Pinnacle Wealth Planning Services
Ohio
$829K -$11.6K -52 -1%
Koshinski Asset Management
1266
Koshinski Asset Management
Illinois
$826K +$123K +553 +17%
QCM
1267
Qsemble Capital Management
New York
$823K +$846K +3,802 New
GCIA
1268
Gabelli & Co Investment Advisers
New York
$823K – – –
FHC
1269
First Heartland Consultants
Missouri
$822K -$39.8K -179 -5%
PSCM
1270
Per Stirling Capital Management
Texas
$822K +$1.33K +6 +0.2%
DIG
1271
DeepCurrents Investment Group
New York
$821K -$14.9K -67 -2%
FIB
1272
First Interstate Bank
Montana
$819K -$568K -2,554 -40%
WCM
1273
Weik Capital Management
Pennsylvania
$818K -$19.6K -88 -2%
RWA
1274
River Wealth Advisors
Pennsylvania
$817K – – –
CAAS
1275
Capital Asset Advisory Services
Michigan
$816K +$544K +2,444 +184%