Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2301
Arcataur Capital Management
Wisconsin
$540K -$4.97K -87 -0.9%
AI
2302
AdvisorShares Investments
Maryland
$539K +$520K +9,100 New
CI
2303
Cherokee Insurance
Michigan
$539K +$520K +9,100 New
FA
2304
FDx Advisors
Illinois
$538K +$110K +1,921 +27%
S
2305
Sunpointe
Missouri
$537K +$206K +3,614 +66%
KF
2306
KKM Financial
Illinois
$537K – – –
GAM
2307
Griffin Asset Management
New York
$536K +$72K +1,260 +16%
EAM
2308
Everstar Asset Management
North Carolina
$536K -$160K -2,805 -24%
PWA
2309
Provenance Wealth Advisors
Florida
$536K -$1.47M -25,775 -74%
ICP
2310
Interchange Capital Partners
Pennsylvania
$535K -$131K -2,292 -20%
TIM
2311
Tortoise Investment Management
New York
$535K -$19.1K -335 -4%
ZIG
2312
Zuckerman Investment Group
Illinois
$535K -$3.94K -69 -0.8%
BAWM
2313
Bennett Associates Wealth Management
Pennsylvania
$535K -$17.5K -307 -3%
AI
2314
Accredited Investors
Minnesota
$533K +$5.37K +94 +1%
BSTWA
2315
Blake Schutter Theil Wealth Advisors
Ohio
$533K -$8.28K -145 -2%
GF
2316
Gimbal Financial
Indiana
$532K -$16.2K -284 -3%
OFA
2317
Oak Family Advisors
Illinois
$532K +$236K +4,130 +85%
AG
2318
AmeriFlex Group
Nevada
$531K +$500K +8,760 New
SMWM
2319
Silvia McColl Wealth Management
California
$530K -$3.25K -57 -0.6%
SMC
2320
Smith, Moore & Co
Missouri
$530K -$17.6K -308 -3%
NSB
2321
Norway Savings Bank
Maine
$530K +$14.4K +253 +3%
SPWG
2322
Syntegra Private Wealth Group
Missouri
$528K +$3.14K +55 +0.6%
TW
2323
Transform Wealth
Colorado
$528K -$36.3K -635 -7%
CWA
2324
Clearview Wealth Advisors
Oregon
$527K -$3.83K -67 -0.7%
NPT
2325
National Philanthropic Trust
Pennsylvania
$527K +$184K +3,229 +57%