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Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
1026
Heron Bay Capital Management
Michigan
$330K – – –
SAM
1027
Strategy Asset Managers
California
$329K -$2.7M -13,274 -90%
FRM
1028
Foundation Resource Management
Arkansas
$329K – – –
LPT
1029
Legacy Private Trust
Wisconsin
$329K +$6.1K +30 +2%
TFCP
1030
Twin Focus Capital Partners
Massachusetts
$327K +$10.4K +51 +3%
5L
1031
55I LLC
Massachusetts
$327K +$312K +1,533 New
LSPW
1032
Lake Street Private Wealth
Illinois
$326K +$203 +1 +0.1%
MWM
1033
Modera Wealth Management
New Jersey
$324K -$515K -2,534 -63%
BFPW
1034
BOK Financial Private Wealth
Colorado
$323K +$58.9K +290 +24%
PL
1035
Pluribus Labs
California
$323K +$307K +1,511 New
LC
1036
LCNB Corp
Ohio
$322K – – –
BC
1037
Bridgefront Capital
Texas
$322K +$306K +1,505 New
MCM
1038
Manchester Capital Management
Vermont
$321K -$95.9K -472 -24%
CA
1039
Commerzbank Aktiengesellschaft
Germany
$321K – – –
SAM
1040
Steinberg Asset Management
New York
$321K – – –
YMRC
1041
Yorktown Management & Research Company
Virginia
$321K – – –
IAN
1042
Integrated Advisors Network
Texas
$321K +$25.2K +124 +9%
SLG
1043
Stanley-Laman Group
Pennsylvania
$320K +$304K +1,498 New
GA
1044
Geller Advisors
New York
$316K -$14.2K -70 -5%
FG
1045
Fiduciary Group
Georgia
$315K – – –
PFWA
1046
Paces Ferry Wealth Advisors
Georgia
$315K – – –
GIA
1047
GHP Investment Advisors
Colorado
$315K +$19.3K +95 +7%
CI
1048
CX Institutional
Indiana
$314K +$52.4K +258 +21%
RG
1049
Renaissance Group
Kentucky
$313K – – –
MMM
1050
Mendel Money Management
Illinois
$313K +$298K +1,465 New