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Name Holding Trade Value Shares
Change
Change in
Stake
RF
1001
RHS Financial
California
$601K +$358K +13,860 +130%
OP
1002
Oslo Pensjonsforsikring
$601K +$103K +3,982 +19%
AFG
1003
Atomi Financial Group
New York
$601K -$395K -15,305 -38%
FP
1004
Financial Perspectives
Minnesota
$600K +$222K +8,621 +54%
SBFM
1005
S-Bank Fund Management
Finland
$599K +$630K +24,419 New
BIAS
1006
Beacon Investment Advisory Services
New Jersey
$597K +$9.68K +375 +2%
GIA
1007
Gladstone Institutional Advisory
Florida
$596K -$169K -6,556 -21%
AGWCA
1008
Annis Gardner Whiting Capital Advisors
Florida
$595K +$36.2K +1,402 +6%
ML
1009
McAdam LLC
Pennsylvania
$592K -$222K -8,593 -26%
SG
1010
StoneX Group
New York
$590K +$200K +7,750 +48%
WMA
1011
Wealth Management Associates
New Jersey
$589K -$57.6K -2,231 -9%
ACA
1012
Anchor Capital Advisors
Massachusetts
$582K -$47.2K -1,830 -7%
LS
1013
Livforsakringsbolaget Skandia
Sweden
$580K – – –
DMBA
1014
Deseret Mutual Benefit Administrators
Utah
$576K -$28K -1,086 -4%
CCM
1015
Chilton Capital Management
Texas
$567K -$5.63K -218 -0.9%
IAS
1016
Insigneo Advisory Services
Florida
$566K -$116K -4,494 -16%
ICP
1017
Interchange Capital Partners
Pennsylvania
$565K +$65.2K +2,526 +12%
GCA
1018
Gallagher Capital Advisors
Texas
$565K – – –
MA
1019
MSA Advisors
California
$564K – – –
HW
1020
Hancock Whitney
Mississippi
$563K -$59.4K -2,300 -9%
EWM
1021
Evercore Wealth Management
New York
$561K -$237K -9,166 -29%
SACTSONJ
1022
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$561K -$45.4K -1,758 -7%
MHS
1023
M Holdings Securities
Oregon
$560K +$56.7K +2,198 +11%
CCWA
1024
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$558K +$93.3K +3,614 +19%
BMO
1025
Beck Mack & Oliver
New York
$558K – – –