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Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
1376
Intrinsic Value Partners
Arizona
$668K – – –
HFM
1377
Harvest Fund Management
China
$667K – – –
CFG
1378
Cooper Financial Group
California
$667K +$190K +852 +38%
HAG
1379
HF Advisory Group
Maryland
$666K +$23.4K +105 +4%
RIA
1380
Regal Investment Advisors
Michigan
$665K -$163K -731 -19%
OL
1381
Optas LLC
Texas
$665K +$61.8K +278 +10%
GAM
1382
Grandview Asset Management
Pennsylvania
$665K -$24.9K -112 -4%
IP
1383
Indivisible Partners
Florida
$665K +$204K +915 +42%
FNBOO
1384
First National Bank of Omaha
Nebraska
$663K – – –
AG
1385
AlTi Global
New York
$663K +$16.2K +73 +2%
LWCFA
1386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$662K – – –
UF
1387
Univest Financial
Pennsylvania
$661K +$212K +954 +45%
RA
1388
Rise Advisors
New York
$660K +$19.1K +86 +3%
SGI
1389
Summit Global Investments
Utah
$660K -$232K -1,041 -25%
WFAG
1390
Worth Financial Advisory Group
North Carolina
$659K +$678K +3,046 New
FAM
1391
Formidable Asset Management
Ohio
$659K +$233K +1,049 +46%
ALC
1392
Alexander Labrunerie & Co
Missouri
$655K +$17.6K +79 +3%
ACM
1393
Accent Capital Management
Ohio
$654K +$656K +2,948 +3,984%
TCM
1394
Triumph Capital Management
Colorado
$653K -$1.02M -4,600 -60%
RMDI
1395
R.M. Davis Inc
Maine
$653K -$16.7K -75 -2%
ACM
1396
Allred Capital Management
Texas
$652K +$222 +1 +0%
JWM
1397
Jessup Wealth Management
Ohio
$651K -$29.6K -133 -4%
OC
1398
Oarsman Capital
Wisconsin
$650K +$219K +984 +49%
RCM
1399
Ratan Capital Management
Florida
$649K -$6.52M -29,328 -91%
AA
1400
Acorns Advisers
California
$648K +$14.9K +67 +2%
54 55
56
57 58