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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1051
Trilogy Capital
California
$3.37M +$783K +15,689 +30%
AC
1052
Arjuna Capital
North Carolina
$3.37M +$165K +3,309 +5%
DWT
1053
Dorsey & Whitney Trust
South Dakota
$3.37M -$224K -4,490 -6%
CFCI
1054
Comprehensive Financial Consultants Institutional
Indiana
$3.36M +$175K +3,499 +5%
AFM
1055
Abbot Financial Management
Massachusetts
$3.36M -$41.5K -832 -1%
PWA
1056
Phoenix Wealth Advisors
North Carolina
$3.35M +$66.7K +1,336 +2%
PCG
1057
Prosperity Consulting Group
Maryland
$3.35M +$803K +16,101 +32%
BCM
1058
Birch Capital Management
Texas
$3.35M -$154K -3,080 -4%
FC
1059
Forte Capital
New York
$3.35M +$152K +3,049 +5%
DT
1060
Diversified Trust
Tennessee
$3.34M -$417K -8,353 -11%
CEI
1061
Clark Estates Inc
New York
$3.34M
PGIM
1062
Pacific Global Investment Management
California
$3.34M -$95.8K -1,921 -3%
JFG
1063
Jefferies Financial Group
New York
$3.32M +$3.32M +66,529 New
JFGIW
1064
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.32M +$290K +5,812 +10%
CA
1065
CoreCap Advisors
Michigan
$3.32M -$2.14M -42,895 -39%
RB
1066
Rodgers Brothers
Pennsylvania
$3.32M +$2.4M +48,075 +262%
SG
1067
StoneX Group
New York
$3.32M +$233K +4,662 +8%
VAS
1068
Vestmark Advisory Solutions
Massachusetts
$3.31M +$26.8K +538 +0.8%
BHPW
1069
Beverly Hills Private Wealth
California
$3.31M -$242K -4,851 -7%
GRP
1070
Global Retirement Partners
California
$3.3M -$103K -2,068 -3%
BFM
1071
Boston Financial Management
Massachusetts
$3.3M -$45.6K -914 -1%
SWS
1072
SYSTM Wealth Solutions
Illinois
$3.3M -$404K -8,102 -11%
PGAM
1073
Princeton Global Asset Management
New Jersey
$3.29M -$373K -7,479 -10%
IWM
1074
IHT Wealth Management
Illinois
$3.29M -$233K -4,662 -7%
PIM
1075
Plato Investment Management
Australia
$3.28M +$2.95M +59,185 +905%