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Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
601
Koshinski Asset Management
Illinois
$225K +$22.9K +125 +11%
RTC
602
Riverview Trust Company
Washington
$225K +$30.4K +166 +15%
RCM
603
Raleigh Capital Management
North Carolina
$223K +$25.8K +141 +13%
NP
604
NorthRock Partners
Minnesota
$223K +$228K +1,248 New
CC
605
Courier Capital
New York
$221K -$30.7K -168 -12%
AMCA
606
Arthur M. Cohen & Associates
Illinois
$217K – – –
PCS
607
Personal CFO Solutions
New Jersey
$216K -$36.4K -199 -14%
YIH
608
Y-Intercept (HK)
Hong Kong
$214K -$1.82M -9,921 -89%
MCA
609
Magnolia Capital Advisors
Mississippi
$214K -$70.6K -386 -24%
CT
610
Caldwell Trust
Florida
$213K – – –
V
611
VeraBank
Texas
$208K – – –
BSAM
612
Blue Square Asset Management
New York
$206K – – –
FMAEN1
613
Fund Management at Engine No 1
California
$206K +$210K +1,149 New
TCM
614
Teza Capital Management
Illinois
$206K +$211K +1,154 New
BFO
615
Biltmore Family Office
North Carolina
$205K – – –
KeyBank National Association
616
KeyBank National Association
Ohio
$204K +$28.4K +155 +16%
ACM
617
Alta Capital Management
Utah
$203K -$11K -60 -5%
Assenagon Asset Management
618
Assenagon Asset Management
Luxembourg
$203K -$7.87K -43 -4%
KFC
619
Klingenstein Fields & Co
New York
$201K – – –
CCM
620
Covington Capital Management
California
$199K +$183K +1,000 +885%
SC
621
Steph & Co
Wisconsin
$191K -$6.95K -38 -3%
BAM
622
Belpointe Asset Management
Nevada
$189K +$3.11K +17 +2%
PCG
623
Private Capital Group
Connecticut
$187K -$9.52K -52 -5%
BAM
624
Byrne Asset Management
New Jersey
$183K -$22K -120 -10%
SIM
625
Sentry Investment Management
Wisconsin
$181K -$31.3K -171 -14%