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Name Holding Trade Value Shares
Change
Change in
Stake
AW
701
ACG Wealth
Georgia
$282K -$6.72K -44 -2%
CIM
702
Contravisory Investment Management
Massachusetts
$282K +$9.32K +61 +3%
HBWM
703
Hollow Brook Wealth Management
New York
$281K – – –
SIG
704
Schaller Investment Group
North Carolina
$281K – – –
SS
705
Simplicity Solutions
Minnesota
$279K -$930K -6,086 -77%
1SB
706
1ST Source Bank
Indiana
$279K – – –
BCCM
707
Bridge Creek Capital Management
Massachusetts
$279K – – –
MIFH
708
Migdal Insurance & Financial Holdings
Israel
$279K +$150K +984 +116%
ATPW
709
Ashton Thomas Private Wealth
Arizona
$277K +$46K +301 +20%
SCA
710
Snowden Capital Advisors
New York
$276K +$275K +1,801 New
LSAG
711
Lake Street Advisors Group
New Hampshire
$275K +$5.5K +36 +2%
GVAG
712
Great Valley Advisor Group
Delaware
$273K +$27.3K +179 +11%
OI
713
Oakbrook Investments
Illinois
$272K -$42K -275 -13%
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K +$121K +790 +80%
VNB
715
Virginia National Bank
Virginia
$270K – – –
Millennium Management
716
Millennium Management
New York
$269K -$1.21M -7,902 -82%
1IA
717
1834 Investment Advisors
Wisconsin
$269K – – –
SWA
718
SFMG Wealth Advisors
Texas
$269K – – –
MERSOM
719
Municipal Employees' Retirement System of Michigan
Michigan
$269K +$6.11K +40 +2%
CCT
720
Country Club Trust
Missouri
$268K – – –
Point72 Asset Management
721
Point72 Asset Management
Connecticut
$268K +$268K +1,753 New
PWLP
722
Prio Wealth Limited Partnership
Massachusetts
$267K +$9.17K +60 +4%
PCMC
723
Paragon Capital Management (Colorado)
Colorado
$266K +$153 +1 +0.1%
GEM
724
Global Endowment Management
North Carolina
$265K – – –
EGA
725
Eagle Global Advisors
Texas
$264K – – –