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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
651
Bayesian Capital Management
New York
$292K +$303K +9,923 New
CAM
652
CenterStar Asset Management
Illinois
$290K – – –
FHA
653
First Horizon Advisors
Tennessee
$287K -$31K -1,017 -9%
WDG
654
Wealth Dimensions Group
Ohio
$286K -$47.3K -1,550 -14%
HCM
655
Howland Capital Management
Massachusetts
$286K +$16.6K +546 +6%
FAG
656
Fortitude Advisory Group
Washington
$286K +$40.4K +1,324 +16%
RCA
657
Reitz Capital Advisors
Michigan
$286K +$297K +9,730 New
CL
658
Choreo LLC
Illinois
$284K – – –
PBC
659
Pavion Blue Capital
California
$284K +$16.6K +543 +6%
TIA
660
Traphagen Investment Advisors
New Jersey
$283K -$107K -3,514 -27%
Luther King Capital Management (LKCM)
661
Luther King Capital Management (LKCM)
Texas
$283K -$5.85K -192 -2%
VLC
662
Van Leeuwen & Company
New Jersey
$282K -$8.17K -268 -3%
1WA
663
180 Wealth Advisors
Washington
$277K -$17.6K -576 -6%
JCM
664
Jacobi Capital Management
Pennsylvania
$277K +$9.72K +319 +4%
Verition Fund Management
665
Verition Fund Management
Connecticut
$276K -$37.8M -1,241,195 -99%
FSG
666
Financial Strategies Group
Michigan
$276K -$48.4K -1,586 -14%
9WM
667
9258 Wealth Management
Ohio
$276K -$823 -27 -0.3%
PFPT
668
Pinnacle Financial Partners (Tennessee)
Tennessee
$276K +$5.79K +190 +2%
SFP
669
Sandbox Financial Partners
Maryland
$275K +$30.5K +1,000 +12%
FWP
670
FAS Wealth Partners
Kansas
$274K -$2.87K -94 -1%
CA
671
Crewe Advisors
Utah
$274K +$74.5K +2,445 +36%
WAS
672
Winch Advisory Services
Wisconsin
$273K -$2.5K -82 -0.9%
KWS
673
Keystone Wealth Services
California
$269K +$279K +9,153 New
SMF
674
Sterling Manor Financial
New York
$268K – – –
WAM
675
Winslow Asset Management
Ohio
$268K – – –