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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
851
Turtle Creek Wealth Advisors
Texas
$580K -$133K -767 -18%
RCAG
852
Rehmann Capital Advisory Group
Michigan
$580K +$9.34K +54 +2%
CB
853
CNB Bank
Pennsylvania
$580K +$33.4K +193 +6%
OAM
854
Ostrum Asset Management
France
$576K +$92.7K +536 +19%
AIA
855
AssuredPartners Investment Advisors
Florida
$575K +$71.9K +416 +14%
VIS
856
Vega Investment Solutions
France
$572K +$32.9K +190 +6%
FBFS
857
First Business Financial Services
Wisconsin
$570K +$83.7K +484 +17%
CBA
858
Coastal Bridge Advisors
Connecticut
$569K -$81.6K -472 -12%
EWM
859
Empirical Wealth Management
Washington
$568K +$213K +1,234 +59%
SIC
860
Sterling Investment Counsel
New York
$564K -$64K -370 -10%
CP
861
Canopy Partners
Ohio
$564K +$12.6K +73 +2%
MIP
862
Marietta Investment Partners
Wisconsin
$561K – – –
XWL
863
XXI Wealth LLC
Illinois
$560K +$27K +156 +5%
PC
864
PCB Capital
New Jersey
$559K +$25.1K +145 +5%
CCM
865
Cinctive Capital Management
New York
$559K +$175K +1,015 +45%
CFP
866
Catalyst Financial Partners
Massachusetts
$558K -$224K -1,293 -28%
CI
867
Cigna Investments
Connecticut
$555K +$6.57K +38 +1%
VAM
868
Verity Asset Management
North Carolina
$554K +$563K +3,255 New
CCIA
869
Campbell & Co Investment Adviser
Maryland
$550K -$2.66M -15,407 -83%
PW
870
Paladin Wealth
Minnesota
$550K +$100K +581 +22%
AI
871
Axecap Investments
Ohio
$549K – – –
KCIA
872
Kingsbury Capital Investment Advisors
Illinois
$549K +$18.7K +108 +3%
KWM
873
KMT Wealth Management
California
$549K +$558K +3,227 New
SEEDPG
874
S.E.E.D. Planning Group
New York
$547K +$557K +3,219 New
VCM
875
Virtue Capital Management
Tennessee
$547K +$342K +1,979 +160%