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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Acropolis Investment Management
Missouri
$460K +$196K +3,375 +82%
CCP
702
Corient Capital Partners
California
$459K +$74.6K +1,287 +21%
BPM
703
Bowling Portfolio Management
Ohio
$448K -$972K -16,758 -70%
GW
704
GW & Wade
Massachusetts
$442K +$101K +1,744 +32%
JF
705
Jump Financial
Illinois
$437K -$97.5K -1,682 -19%
SIM
706
Sentry Investment Management
Wisconsin
$436K -$1.97M -33,989 -83%
NB
707
Nicolet Bankshares
Wisconsin
$435K – – –
TIAM2
708
Tru Independence Asset Management 2
Oregon
$432K +$36.2K +625 +10%
S
709
SignatureFD
Georgia
$431K +$68.9K +1,188 +20%
WOC
710
West Oak Capital
California
$430K -$79.7K -1,375 -16%
LOAMU
711
Lombard Odier Asset Management (USA)
New York
$430K +$407K +7,014 New
BCM
712
Birmingham Capital Management
Alabama
$429K – – –
OFS
713
OneAscent Financial Services
Alabama
$429K +$98.3K +1,695 +32%
BP
714
Ballentine Partners
Massachusetts
$427K +$15.4K +265 +4%
MCG
715
MACRO Consulting Group
New Jersey
$426K +$50K +862 +14%
IBOK
716
Independence Bank of Kentucky
Kentucky
$421K -$42.9K -740 -10%
EWM
717
Elmwood Wealth Management
California
$418K +$395K +6,820 New
LA
718
Latitude Advisors
Florida
$417K -$399K -6,884 -50%
RIM
719
Regent Investment Management
Kentucky
$416K – – –
GWCM
720
Godshalk Welsh Capital Management
Pennsylvania
$410K – – –
NL
721
NKCFO LLC
Illinois
$410K +$244K +4,200 +168%
FHB
722
First Hawaiian Bank
Hawaii
$399K +$62.4K +1,076 +20%
ACM
723
AlphaCrest Capital Management
New York
$393K -$2.35M -40,467 -86%
SWP
724
Stratos Wealth Partners
Ohio
$388K +$58 +1 +0%
BW
725
Bison Wealth
Georgia
$387K +$41.3K +712 +13%