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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1026
Cidel Asset Management
Ontario, Canada
$261K +$13.5K +47 +6%
VF
1027
Vest Financial
Virginia
$259K – – –
PF
1028
Phoenix Financial
Israel
$258K +$248K +862 New
BST
1029
Bath Savings Trust
Maine
$258K – – –
LAM
1030
Longboard Asset Management
Arizona
$258K – – –
OPPS
1031
Obsidian Personal Planning Solutions
Maryland
$256K – – –
AIM
1032
Advyzon Investment Management
Illinois
$256K +$246K +853 New
DE
1033
Diversified Enterprises
Delaware
$256K -$19.3K -67 -7%
SSC
1034
Syverson Strege & Co
Iowa
$256K +$246K +853 New
WJWM
1035
Williams Jones Wealth Management
New York
$254K – – –
GIA
1036
Gladstone Institutional Advisory
Florida
$253K -$6.05K -21 -2%
RAS
1037
RPS Advisory Solutions
Kentucky
$252K +$243K +842 New
WA
1038
Waverly Advisors
Alabama
$252K -$16.7K -58 -6%
DWP
1039
Daymark Wealth Partners
Ohio
$250K +$6.05K +21 +3%
GIM
1040
Generali Investments Management
Slovenia
$249K +$240K +832 New
APA
1041
Astoria Portfolio Advisors
New York
$249K -$576 -2 -0.2%
CastleKeep Investment Advisors
1042
CastleKeep Investment Advisors
Connecticut
$248K -$1.99M -6,901 -89%
LAM
1043
L2 Asset Management
Massachusetts
$248K -$4.58M -15,893 -95%
HA
1044
Huntleigh Advisors
Missouri
$247K – – –
IFWM
1045
Institute for Wealth Management
Colorado
$247K – – –
CBA
1046
Coastal Bridge Advisors
Connecticut
$247K -$31.7K -110 -12%
LRIA
1047
Leonard Rickey Investment Advisors
Washington
$244K +$2.02K +7 +0.9%
SIC
1048
SJS Investment Consulting
Ohio
$244K -$10.4K -36 -4%
QC
1049
Quadrature Capital
United Kingdom
$241K +$232K +805 New
CAM
1050
Claret Asset Management
Quebec, Canada
$241K -$21.6K -75 -9%