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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1676
Freedom Investment Management
Connecticut
$485K +$473K +8,961 New
SMA
1677
Sage Mountain Advisors
Georgia
$484K +$144K +2,722 +44%
CIM
1678
CIM Investment Management
Pennsylvania
$483K -$17.3K -327 -4%
BB
1679
Bell Bank
North Dakota
$482K -$183K -3,469 -28%
RB
1680
Renasant Bank
Mississippi
$481K -$32.3K -611 -6%
NP
1681
NorthRock Partners
Minnesota
$480K +$15.1K +286 +3%
MMA
1682
Miracle Mile Advisors
California
$480K +$97.5K +1,845 +26%
CCA
1683
Conservest Capital Advisors
Pennsylvania
$479K -$1.79M -33,869 -79%
V
1684
VeraBank
Texas
$479K +$63.4K +1,200 +16%
FMW
1685
Farr Miller & Washington
District of Columbia
$478K +$38.4K +726 +9%
KFP
1686
KB Financial Partners
New Jersey
$478K +$467K +8,838 New
CA
1687
Capital Advantage
California
$477K +$3.33K +63 +0.7%
NAS
1688
Nicolet Advisory Services
Wisconsin
$477K +$24.7K +467 +6%
ETC
1689
Exchange Traded Concepts
Oklahoma
$477K +$466K +8,812 New
JFGIW
1690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$474K -$290K -5,491 -39%
FC
1691
Forte Capital
New York
$472K +$13.9K +263 +3%
ACM
1692
Allred Capital Management
Texas
$470K -$95.6K -1,810 -17%
GM
1693
GeoWealth Management
Illinois
$469K +$44.1K +835 +11%
TFS
1694
Thoroughbred Financial Services
Tennessee
$469K +$47.2K +894 +11%
CAI
1695
Capital Advisors Inc
Oklahoma
$469K +$56.9K +1,078 +14%
HAIM
1696
Hunter Associates Investment Management
Pennsylvania
$468K +$7.08K +134 +2%
LFA
1697
Legacy Financial Advisors
Kentucky
$468K +$15.4K +292 +3%
CWC
1698
Carolinas Wealth Consulting
North Carolina
$468K +$17K +322 +4%
NP
1699
Ninepoint Partners
Ontario, Canada
$467K +$456K +8,629 New
BFS
1700
Bard Financial Services
Connecticut
$466K