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Name Holding Trade Value Shares
Change
Change in
Stake
HI
801
Harbour Investments
Wisconsin
$312K +$125K +1,394 +69%
AR
802
Apeiron RIA
Texas
$311K +$31K +345 +11%
CCC
803
Chelsea Counsel Company
California
$309K – – –
AIM
804
Aspen Investment Management
Michigan
$309K -$243K -2,701 -44%
LTAS
805
Linden Thomas Advisory Services
North Carolina
$309K +$305K +3,392 New
LC
806
LCNB Corp
Ohio
$308K – – –
SF
807
Summit Financial
New Jersey
$307K +$42.9K +478 +17%
RCAG
808
Rehmann Capital Advisory Group
Michigan
$305K +$10.1K +112 +3%
AI
809
Accredited Investors
Minnesota
$305K – – –
IWM
810
IHT Wealth Management
Illinois
$303K +$2.25K +25 +0.8%
RG
811
Rathbones Group
United Kingdom
$302K – – –
MW
812
Marble Wealth
Alabama
$301K -$40.9K -455 -12%
CSPIA
813
Cary Street Partners Investment Advisory
Virginia
$301K +$27.9K +310 +10%
HCM
814
Howland Capital Management
Massachusetts
$300K -$9.07K -101 -3%
BHCM
815
Brevan Howard Capital Management
Jersey
$300K -$895K -9,959 -75%
WA
816
Waystone Advisors
Washington
$297K – – –
QPBE
817
Quintet Private Bank (Europe)
Luxembourg
$296K -$22.5K -250 -7%
YIH
818
Y-Intercept (HK)
Hong Kong
$295K +$291K +3,244 New
MG
819
Marex Group
$295K +$291K +3,242 New
FTC
820
Farmers Trust Company
Ohio
$294K -$9.61K -107 -3%
CAM
821
Claret Asset Management
Quebec, Canada
$294K +$90 +1 +0%
WIM
822
Westside Investment Management
California
$294K +$90 +1 +0%
GP
823
GLR Partners
Maryland
$293K +$289K +3,222 New
DC
824
Davenport & Co
Virginia
$293K -$1.8K -20 -0.6%
TWP
825
Tempus Wealth Planning
California
$293K -$1.98K -22 -0.7%