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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1251
Disciplined Investors
Texas
$307K +$322 +1 +0.1%
MG
1252
Mather Group
Illinois
$307K +$28K +87 +10%
SAM
1253
Strive Asset Management
Ohio
$305K -$309K -958 -51%
CSB
1254
City State Bank
Iowa
$305K
SMA
1255
Seven Mile Advisory
New Jersey
$305K -$14.8K -46 -5%
MCI
1256
MRP Capital Investments
Georgia
$304K +$197K +610 +197%
AG
1257
AlTi Global
New York
$304K +$12.6K +39 +4%
PIM
1258
Penobscot Investment Management
Massachusetts
$303K -$6.13K -19 -2%
CA
1259
CoreCap Advisors
Michigan
$303K -$21.6K -67 -7%
BFA
1260
Brendel Financial Advisors
New Hampshire
$301K -$967 -3 -0.3%
BOPW
1261
Brandywine Oak Private Wealth
Pennsylvania
$301K
CA
1262
Claris Advisors
Missouri
$300K -$4.83K -15 -2%
EFG
1263
Ethos Financial Group
Pennsylvania
$300K +$292K +906 New
DMBA
1264
Deseret Mutual Benefit Administrators
Utah
$299K
PWW
1265
Pettyjohn Wood & White
Virginia
$299K
GCIA
1266
Gabelli & Co Investment Advisers
New York
$298K
PFPT
1267
Pinnacle Financial Partners (Tennessee)
Tennessee
$297K +$3.87K +12 +1%
AL
1268
Aspiriant LLC
California
$296K +$30.6K +95 +12%
VWM
1269
Venturi Wealth Management
Texas
$296K +$14.5K +45 +5%
OC
1270
Oarsman Capital
Wisconsin
$296K
EWM
1271
Elmwood Wealth Management
California
$296K
ACM
1272
Aljian Capital Management
Nevada
$294K +$322 +1 +0.1%
CH
1273
Cromwell Holdings
Wyoming
$293K
VP
1274
Verum Partners
North Carolina
$292K +$13.9K +43 +5%
BA
1275
Bridgewater Advisors
New York
$292K -$14.8K -46 -4%