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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
901
V-Square Quantitative Management
Illinois
$495K -$995K -5,753 -66%
CI
902
CX Institutional
Indiana
$492K +$169K +979 +51%
KWM
903
Kingsview Wealth Management
Oregon
$489K +$10.2K +59 +2%
GRR
904
Golden Reserve Retirement
Ohio
$486K +$494K +2,856 New
CIA
905
Capital Investment Advisors
Georgia
$485K +$8.3K +48 +2%
AIM
906
Alhambra Investment Management
Florida
$480K – – –
NPFS
907
Novak & Powell Financial Services
Florida
$479K +$1.21K +7 +0.2%
TIM
908
Thompson Investment Management
Wisconsin
$476K – – –
AWM
909
Accurate Wealth Management
Florida
$476K -$58.4K -338 -11%
PGA
910
Portland Global Advisors
Maine
$476K – – –
RIL
911
Rothschild Investment LLC
Illinois
$467K -$89.4K -517 -16%
PW
912
PUREfi Wealth
Massachusetts
$467K +$7.61K +44 +2%
BWM
913
Baron Wealth Management
Michigan
$466K +$102K +588 +27%
OC
914
Oakworth Capital
Alabama
$463K -$167K -967 -26%
BHWM
915
Bar Harbor Wealth Management
New Hampshire
$461K -$19.7K -114 -4%
NAMP
916
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$461K – – –
QCIG
917
Quad-Cities Investment Group
Iowa
$460K – – –
SAI
918
Savvy Advisors Inc
New York
$454K -$30.9K -179 -6%
Fisher Asset Management
919
Fisher Asset Management
Washington
$453K -$147K -850 -24%
SW
920
SVB Wealth
Massachusetts
$450K -$6.4K -37 -1%
TWA
921
TCI Wealth Advisors
Arizona
$450K -$9.51K -55 -2%
NAAA
922
New Age Alpha Advisors
New York
$447K -$45.8K -265 -9%
WH
923
Willner & Heller
California
$447K +$1.04K +6 +0.2%
AWM
924
Aberdeen Wealth Management
Illinois
$447K -$86.5K -500 -16%
AF
925
Advisornet Financial
Minnesota
$447K -$20.2K -117 -4%