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Name Holding Trade Value Shares
Change
Change in
Stake
KNW
1376
Kesler Norman & Wride
Utah
$738K -$453K -10,913 -36%
ICP
1377
Interchange Capital Partners
Pennsylvania
$733K -$74.3K -1,790 -7%
Avior Wealth Management
1378
Avior Wealth Management
Nebraska
$732K -$59K -1,421 -7%
LA
1379
Lindenwold Advisors
Pennsylvania
$731K -$475K -11,436 -37%
Clifford Swan Investment Counsel
1380
Clifford Swan Investment Counsel
California
$728K -$16.6K -400 -2%
NIM
1381
Northeast Investment Management
Massachusetts
$722K – – –
DRW Securities
1382
DRW Securities
Illinois
$722K -$1.42M -34,152 -64%
MWA
1383
Meridian Wealth Advisors
Texas
$722K -$3.09M -74,435 -79%
TSS
1384
Two Sigma Securities
New York
$721K -$1.53M -36,921 -66%
RCA
1385
Resonant Capital Advisors
Wisconsin
$720K -$20K -481 -2%
FAM
1386
Formidable Asset Management
Ohio
$718K -$13.6K -328 -2%
DWAM
1387
Duncan Williams Asset Management
Tennessee
$716K -$39K -940 -5%
SPC
1388
Spirepoint Private Client
Florida
$715K +$178K +4,282 +29%
ORAM
1389
One River Asset Management
Connecticut
$714K -$5.27K -127 -0.7%
FNT
1390
First Nebraska Trust
Nebraska
$713K – – –
DO
1391
denkapparat Operations
Germany
$709K +$784K +18,900 New
PMA
1392
Prudent Man Advisors
Illinois
$706K -$142K -3,424 -15%
RGC
1393
Roberts, Glore & Co
Illinois
$705K +$17.7K +426 +2%
GSEP
1394
Golden State Equity Partners
California
$704K -$791K -19,058 -50%
Boston Financial Management
1395
Boston Financial Management
Massachusetts
$703K +$15.9K +382 +2%
CA
1396
Continuum Advisory
Idaho
$702K +$42.6K +1,027 +6%
KCM
1397
Kendall Capital Management
Maryland
$699K -$101K -2,444 -12%
Belpointe Asset Management
1398
Belpointe Asset Management
Nevada
$697K -$6.77K -163 -0.9%
PFSC
1399
Peoples Financial Services Corp
Pennsylvania
$694K -$13.8K -333 -2%
BCG
1400
Breakwater Capital Group
New Jersey
$694K +$74.7K +1,800 +11%