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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1026
Blueshift Asset Management
New Jersey
$275K -$201K -1,117 -45%
BBA
1027
Braun-Bostich & Associates
Pennsylvania
$272K +$31.3K +174 +15%
MPW
1028
Monterey Private Wealth
California
$271K
XT
1029
XTX Topco
Cayman Islands
$271K +$245K +1,364 New
SP
1030
Stonebrook Private
Michigan
$270K +$244K +1,359 New
FDDB
1031
Fidelity D&D Bancorp
Pennsylvania
$267K
SA
1032
SL Advisors
New Jersey
$265K +$240K +1,336 New
SI
1033
Seeds Investor
New York
$264K +$240K +1,332 New
SIM
1034
Sentry Investment Management
Wisconsin
$264K -$25.7K -143 -10%
CL
1035
Choreo LLC
Illinois
$264K +$239K +1,327 New
SIC
1036
Salem Investment Counselors
North Carolina
$264K
MM
1037
MQS Management
New York
$264K -$327K -1,819 -58%
SRA
1038
Secured Retirement Advisors
Minnesota
$263K +$239K +1,327 New
I
1039
IMPACTfolio
Colorado
$262K +$6.65K +37 +3%
CPIG
1040
Chicago Partners Investment Group
Illinois
$262K +$7.37K +41 +3%
FCP
1041
Fidelis Capital Partners
Florida
$261K +$237K +1,318 New
UF
1042
Univest Financial
Pennsylvania
$261K +$237K +1,317 New
PWP
1043
Perfromance Wealth Partners
Illinois
$260K
IWC
1044
Integrated Wealth Concepts
Massachusetts
$260K +$5.21K +29 +2%
LL
1045
LPWM LLC
Minnesota
$259K
SAM
1046
Strategy Asset Managers
California
$257K +$1.62K +9 +0.7%
BSHC
1047
Breed's Hill Capital
Massachusetts
$254K +$230K +1,280 New
CMBA
1048
C.M. Bidwell & Associates
Hawaii
$253K
EWM
1049
Evermay Wealth Management
Virginia
$253K +$360 +2 +0.2%
ET
1050
Equitable Trust
Tennessee
$253K -$41.5K -231 -15%