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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
601
Callan Family Office
Pennsylvania
$380K -$522K -7,491 -55%
KA
602
KLCM Advisors
Wisconsin
$379K
DAS
603
Dynamic Advisor Solutions
Arizona
$377K +$19.3K +277 +5%
OC
604
Oppenheimer & Co
New York
$376K -$29.1K -418 -7%
PC
605
Pier Capital
Connecticut
$375K +$413K +5,934 +17,453%
TC
606
Trilogy Capital
California
$373K -$55.9K -803 -12%
BAM
607
Blueshift Asset Management
New Jersey
$372K +$413K +5,931 New
AWF
608
Alpha Wealth Funds
Utah
$371K +$69.6K +1,000 +20%
SIG
609
Sargent Investment Group
Maryland
$369K +$4.53K +65 +1%
ECM
610
Evergreen Capital Management
Washington
$365K +$405K +5,812 New
VDC
611
Van Diest Capital
Iowa
$365K +$405K +5,810 New
CCFM
612
Clear Creek Financial Management
Washington
$364K -$4.6K -66 -1%
FT
613
Fiduciary Trust
Massachusetts
$361K -$41.4K -595 -9%
AGWCA
614
Annis Gardner Whiting Capital Advisors
Florida
$360K +$3.2K +46 +0.8%
FTWA
615
Fifth Third Wealth Advisors
Ohio
$358K +$27.4K +394 +7%
PCM
616
Prelude Capital Management
New York
$348K -$753K -10,818 -66%
OAM
617
Ostrum Asset Management
France
$348K +$5.64K +81 +1%
CIM
618
CIM Investment Management
Pennsylvania
$345K -$1.6K -23 -0.4%
AM
619
AGF Management
Ontario, Canada
$343K -$453K -6,500 -54%
LF
620
Lansforsakringar Fondforvaltning
Sweden
$343K +$93.3K +1,340 +33%
RWB
621
RMR Wealth Builders
New Jersey
$339K +$2.51K +36 +0.7%
PCA
622
Pallas Capital Advisors
Massachusetts
$337K -$117K -1,683 -24%
CCWP
623
Cedar Cove Wealth Partners
Minnesota
$331K +$367K +5,264 New
EWM
624
Empirical Wealth Management
Washington
$326K +$362K +5,193 New
BCM
625
Brookstone Capital Management
Illinois
$324K +$68.9K +990 +24%