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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
876
Cookson Peirce & Co
Pennsylvania
$307K – – –
ETIA
877
Epic Trust Investment Advisors
Washington
$307K -$5.9K -44 -2%
AI
878
Auour Investments
Massachusetts
$305K – – –
ACA
879
Atlas Capital Advisors
Wyoming
$304K – – –
GM
880
GeoWealth Management
Illinois
$303K +$270K +2,016 New
VWMG
881
Virginia Wealth Management Group
Virginia
$301K -$804K -6,000 -75%
Dodge & Cox
882
Dodge & Cox
California
$301K – – –
LAS
883
LWM Advisory Services
Florida
$301K – – –
VCM
884
Virtue Capital Management
Tennessee
$299K -$2.14K -16 -0.8%
AI
885
Accredited Investors
Minnesota
$299K – – –
NHT
886
New Hampshire Trust
New Hampshire
$298K – – –
SIMG
887
Sonora Investment Management Group
Arizona
$297K – – –
LSAG
888
Lake Street Advisors Group
New Hampshire
$297K +$264K +1,972 New
CI
889
CX Institutional
Indiana
$297K -$3.75K -28 -1%
FCBT
890
First Citizens Bank & Trust
North Carolina
$293K -$470K -3,504 -64%
Wolverine Trading
891
Wolverine Trading
Illinois
$293K +$261K +1,944 New
WF
892
Wayfinding Financial
Washington
$290K -$12.9K -96 -5%
SGI
893
Summit Global Investments
Utah
$290K +$1.61K +12 +0.6%
NSAM
894
North Star Asset Management
Wisconsin
$289K – – –
KFC
895
Klingenstein Fields & Co
New York
$284K – – –
MS
896
Maven Securities
Jersey
$284K -$334K -2,492 -57%
ABC
897
Associated Banc-Corp
Wisconsin
$283K – – –
CSPIA
898
Cary Street Partners Investment Advisory
Virginia
$281K +$125K +936 +100%
WAG
899
Wallace Advisory Group
California
$281K -$16.1K -120 -5%
CF
900
Copperwynd Financial
Arizona
$280K -$23K -172 -8%