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Name Holding Trade Value Shares
Change
Change in
Stake
CI
851
CX Institutional
Indiana
$357K +$356K +698 +2,327%
UBV
852
United Bank (Virginia)
Virginia
$356K +$370K +725 New
FCA
853
FLC Capital Advisors
California
$354K
PPW
854
Parcion Private Wealth
Washington
$352K +$57.6K +113 +19%
EFA
855
Englebert Financial Advisers
Pennsylvania
$350K +$31.6K +62 +10%
MGIA
856
Moneta Group Investment Advisors
Missouri
$349K +$25.5K +50 +8%
QL
857
Quarry LP
New York
$348K -$252K -494 -41%
AMPWP
858
Alvarez & Marsal Private Wealth Partners
Florida
$343K
DI
859
Diligent Investors
California
$343K
KG
860
Kieckhefer Group
Wisconsin
$343K
LIA
861
LifePlan Investment Advisors
North Carolina
$343K
PBC
862
Pavion Blue Capital
California
$343K
SGK
863
Steigerwald Gordon & Koch
Virginia
$343K
FIM
864
Fruth Investment Management
Texas
$343K -$153K -300 -30%
SFG
865
Stonebridge Financial Group
California
$343K +$357K +700 New
PWG
866
Portside Wealth Group
Utah
$343K +$356K +699 New
BTI
867
Blue Trust Inc
Georgia
$340K -$40.3K -79 -10%
TVPW
868
Third View Private Wealth
Connecticut
$340K +$353K +693 New
AAS
869
Ameritas Advisory Services
Nebraska
$339K +$353K +692 New
VVP
870
Venture Visionary Partners
Ohio
$339K +$353K +692 New
LAM
871
LECAP Asset Management
United Kingdom
$338K -$711K -1,394 -67%
HA
872
Helium Advisors
Washington
$338K +$4.08K +8 +1%
FMLI
873
Fukoku Mutual Life Insurance
Japan
$337K +$52K +102 +17%
OA
874
Operose Advisors
Wisconsin
$335K -$1.03M -2,018 -75%
MCA
875
Magnolia Capital Advisors
Mississippi
$334K +$347K +680 New