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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
776
Legacy Private Trust
Wisconsin
$266K -$20.7K -550 -6%
LOAMS
777
Lombard Odier Asset Management (Switzerland)
Switzerland
$266K +$301K +8,004 New
PVM
778
Palogic Value Management
Texas
$266K -$150K -4,000 -33%
WCM
779
Wisconsin Capital Management
Wisconsin
$266K -$12.2K -324 -4%
SWIA
780
Solano Wealth Investment Advisors
California
$266K – – –
LA
781
Legacy Advisors
Pennsylvania
$265K -$1.92K -51 -0.6%
HIA
782
Harbor Investment Advisory
Maryland
$264K +$53K +1,411 +22%
MWM
783
MBE Wealth Management
Wisconsin
$263K +$42.4K +1,129 +17%
AIA
784
AssuredPartners Investment Advisors
Florida
$263K +$301K +8,004 New
AFG
785
Atomi Financial Group
New York
$260K +$75.8K +2,018 +35%
SF
786
Sun Financial
Utah
$260K -$4.73K -126 -2%
CAS
787
CTC Alternative Strategies
Illinois
$259K +$293K +7,800 New
HPCM
788
Hunter Perkins Capital Management
Illinois
$258K +$292K +7,759 New
TSWM
789
Triangle Securities Wealth Management
North Carolina
$257K -$54.1K -1,440 -16%
CCA
790
Conestoga Capital Advisors
Pennsylvania
$256K -$197K -5,245 -41%
TPCW
791
TD Private Client Wealth
New York
$256K -$240K -6,376 -45%
PWMAG
792
Pinnacle Wealth Management Advisory Group
New Jersey
$253K +$286K +7,624 New
DCM
793
Donaldson Capital Management
Indiana
$253K -$74.9K -1,994 -21%
DWT
794
Dorsey & Whitney Trust
South Dakota
$251K -$64.9K -1,727 -19%
OP
795
Oslo Pensjonsforsikring
$250K +$283K +7,519 New
PGCM
796
Prescott Group Capital Management
Oklahoma
$247K -$1.9M -50,632 -87%
GKFF
797
George Kaiser Family Foundation
Oklahoma
$247K – – –
BCM
798
Brookstone Capital Management
Illinois
$246K +$81.2K +2,161 +41%
MGIA
799
Moneta Group Investment Advisors
Missouri
$246K -$225K -5,992 -45%
KFGK
800
Keystone Financial Group (Kentucky)
Kentucky
$245K +$278K +7,394 New