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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1151
Whalerock Point Partners
Rhode Island
$624K +$7.14K +80 +1%
FAM
1152
Fulcrum Asset Management
United Kingdom
$621K +$535K +5,999 New
RIP
1153
Reliant Investment Partners
North Carolina
$621K – – –
PE
1154
PCM Encore
Colorado
$620K +$22.9K +257 +4%
FCG
1155
Fielder Capital Group
Tennessee
$618K +$16.6K +186 +3%
RG
1156
Rathbones Group
United Kingdom
$617K -$8.03K -90 -1%
OWA
1157
Outlook Wealth Advisors
Texas
$617K +$533K +5,966 New
ASC
1158
Atalanta Sosnoff Capital
New York
$617K -$55.6K -623 -9%
WB
1159
Webster Bank
Connecticut
$616K -$8.39K -94 -2%
PWAM
1160
Private Wealth Asset Management
Iowa
$616K – – –
OFG
1161
OmniStar Financial Group
North Carolina
$614K +$18.9K +212 +4%
RC
1162
Rahlfs Capital
Texas
$613K – – –
MCC
1163
Money Concepts Capital
Florida
$612K -$30.3K -339 -5%
TPI
1164
Trust Point Inc
Wisconsin
$611K +$56.1K +628 +12%
SCM
1165
Stevens Capital Management
Pennsylvania
$610K +$126K +1,414 +32%
PIFP
1166
Partners in Financial Planning
Virginia
$609K – – –
SSA
1167
Shepherd Street Advisors
California
$609K +$513K +5,748 New
WFAG
1168
Worth Financial Advisory Group
North Carolina
$607K +$524K +5,870 New
CRC
1169
Curi RMB Capital
Illinois
$607K +$73.6K +824 +16%
SBFM
1170
S-Bank Fund Management
Finland
$607K +$524K +5,866 New
OL
1171
Optas LLC
Texas
$606K -$28.2K -316 -5%
RC
1172
Rexford Capital
Texas
$603K – – –
BCI
1173
Blue Capital Inc
Nebraska
$602K -$2.73M -30,562 -84%
AOI
1174
Auto-Owners Insurance
Michigan
$601K – – –
PP
1175
PDS Planning
Ohio
$601K +$59K +661 +13%
45 46
47
48 49