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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1401
Capstone Financial Advisors
Illinois
$455K -$61.6K -300 -11%
MC
1402
Mathes Company
New York
$454K -$2.73M -13,293 -85%
FBC
1403
Fairfield, Bush & Co
Connecticut
$453K -$152K -738 -24%
JCM
1404
Jag Capital Management
Missouri
$453K -$822 -4 -0.2%
FC
1405
Forte Capital
New York
$452K +$27.7K +135 +6%
SFG
1406
Summit Financial Group
West Virginia
$452K
AI
1407
Accredited Investors
Minnesota
$450K +$34.7K +169 +8%
CP
1408
Coho Partners
Pennsylvania
$450K
AG
1409
AlTi Global
New York
$447K +$269K +1,307 +129%
NCMW
1410
Northern Capital Management (Washington)
Washington
$447K +$55.7K +271 +13%
DLCIG
1411
D.L. Carlson Investment Group
New Hampshire
$446K -$3.06M -14,890 -87%
CICI
1412
Capital Investment Counsel Inc
North Carolina
$445K
NSEDCP
1413
NJ State Employees Deferred Compensation Plan
New Jersey
$444K
RIG
1414
RiverFront Investment Group
Virginia
$444K +$61.6K +300 +15%
TSWM
1415
Triangle Securities Wealth Management
North Carolina
$444K -$39.7K -193 -8%
NRI
1416
NFP Retirement Inc
California
$443K +$33.7K +164 +8%
OA
1417
Operose Advisors
Wisconsin
$442K +$389K +1,893 +474%
SC
1418
SouthState Corp
Florida
$442K +$82.2K +400 +21%
C
1419
Certuity
Florida
$440K -$248K -1,205 -35%
OHIS
1420
Oak Harvest Investment Services
Texas
$439K -$517K -2,514 -53%
BIG
1421
Brooklyn Investment Group
New York
$437K +$1.44K +7 +0.3%
MCCP
1422
Mission Creek Capital Partners
California
$436K -$30.8K -150 -6%
CT
1423
Coastline Trust
Rhode Island
$435K -$438K -2,131 -49%
GCM
1424
Graham Capital Management
Connecticut
$433K -$701K -3,412 -60%
CAC
1425
Core Alternative Capital
Georgia
$433K -$40.7K -198 -8%