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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
401
True Wealth Design
Ohio
$445
Federated Hermes
402
Federated Hermes
Pennsylvania
$444 -$191K -5,817 -100%
HI
403
Harbour Investments
Wisconsin
$410
SIC
404
SJS Investment Consulting
Ohio
$376 -$197 -6 -35%
AWM
405
Atticus Wealth Management
Florida
$376 +$361 +11 New
BHWM
406
Bay Harbor Wealth Management
Maryland
$273 +$98 +3 +60%
HIA
407
HFM Investment Advisors
New Jersey
$273 +$197 +6 +300%
MCM
408
MV Capital Management
Maryland
$240
AWM
409
Abound Wealth Management
Tennessee
$206
CIAS
410
CBIZ Investment Advisory Services
Ohio
$205 +$197 +6 New
CA
411
CoreCap Advisors
Michigan
$171
PWM
412
Parkworth Wealth Management
California
$103
RWM
413
Rialto Wealth Management
New York
$103 +$98 +3 New
EP
414
Edgestream Partners
New Jersey
-$9.1M -294,887 Closed
Axa
415
Axa
France
-$6.21M -201,184 Closed
VC
416
Voss Capital
Texas
-$5.96M -193,067 Closed
TAC
417
Twenty Acre Capital
Pennsylvania
-$4.84M -153,100 Closed
CF
418
Corebridge Financial
Texas
-$2.27M -73,635 Closed
CM
419
Caption Management
Oklahoma
-$1.33M -43,025 Closed
CAMG
420
CWA Asset Management Group
Florida
-$1.16M -37,524 Closed
FGP
421
Freestone Grove Partners
California
-$1.14M -37,018 Closed
Allspring Global Investments
422
Allspring Global Investments
North Carolina
-$1.04M -33,168 Closed
Robeco Institutional Asset Management
423
Robeco Institutional Asset Management
Netherlands
-$958K -31,049 Closed
Jacobs Levy Equity Management
424
Jacobs Levy Equity Management
New Jersey
-$771K -24,986 Closed
LCM
425
Landscape Capital Management
New Jersey
-$684K -22,162 Closed