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Name Holding Trade Value Shares
Change
Change in
Stake
ARG
601
Advisory Resource Group
Oklahoma
$306K +$21K +183 +7%
ACS
602
Archford Capital Strategies
Illinois
$306K +$83.1K +724 +34%
KCM
603
KRS Capital Management
Michigan
$305K -$41.9K -365 -11%
ORC
604
O'Rourke & Company
Massachusetts
$304K +$83.7K +729 +35%
S
605
SignatureFD
Georgia
$303K +$95.5K +832 +42%
CU
606
CQS (US)
New York
$300K – – –
3F
607
360 Financial
Minnesota
$300K +$23K +200 +8%
GWM
608
Geneos Wealth Management
Colorado
$300K +$61.3K +534 +24%
CG
609
Clarus Group
Texas
$300K +$321K +2,796 New
BCM
610
Bayesian Capital Management
New York
$300K +$321K +2,800 New
IGWM
611
ICA Group Wealth Management
Colorado
$300K +$409K +3,563 New
PGFC
612
Peapack-Gladstone Financial Corp
New Jersey
$299K -$571K -4,973 -64%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
613
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$296K -$36.4K -317 -10%
TMAM
614
Tokio Marine Asset Management
Japan
$296K +$69.4K +605 +28%
SW
615
SteelPeak Wealth
California
$295K -$4.02K -35 -1%
GBT
616
Grove Bank & Trust
Florida
$295K +$316K +2,757 New
TC
617
Truvestments Capital
Florida
$294K +$33.2K +289 +12%
ECG
618
Edge Capital Group
Georgia
$294K +$315K +2,741 New
CIAS
619
Capital Investment Advisory Services
North Carolina
$292K -$121K -1,055 -28%
CCP
620
Corient Capital Partners
California
$292K +$159K +1,382 +103%
DA
621
Doliver Advisors
Texas
$292K +$313K +2,730 New
MIC
622
Means Investment Company
Maine
$289K -$36.8K -321 -11%
FRA
623
Frank Rimerman Advisors
California
$289K +$309K +2,694 New
FIA
624
Foundations Investment Advisors
Arizona
$288K +$115 +1 +0%
DT
625
Diversified Trust
Tennessee
$286K +$95.3K +830 +45%