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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1026
Sagewood Asset Management
New York
$210K -$34.7K -41 -14%
LT
1027
Legacy Trust
Michigan
$209K +$213K +252 New
SA
1028
Sonoma Allocations
California
$207K +$217K +256 New
IAN
1029
Integrated Advisors Network
Texas
$207K +$211K +249 New
FM
1030
Family Management
New York
$207K +$211K +249 New
PFW
1031
Petros Family Wealth
Minnesota
$206K -$38.1K -45 -15%
GLR
1032
Great Lakes Retirement
Ohio
$206K +$210K +248 New
HIP
1033
HUB Investment Partners
Texas
$205K +$209K +247 New
CCFM
1034
Clear Creek Financial Management
Washington
$204K +$208K +246 New
FCG
1035
Fielder Capital Group
Tennessee
$204K +$208K +246 New
SHGA
1036
Sand Hill Global Advisors
California
$204K +$208K +246 New
BWM
1037
Baron Wealth Management
Michigan
$203K +$207K +245 New
VCM
1038
Versant Capital Management
Arizona
$203K +$44.8K +53 +28%
AIP
1039
Almanack Investment Partners
Pennsylvania
$203K +$207K +245 New
MVF
1040
Markin Volterra Fund
New York
$203K +$207K +245 New
FWP
1041
Flatrock Wealth Partners
California
$203K +$206K +244 New
CI Investments Inc
1042
CI Investments Inc
Ontario, Canada
$202K +$206K +243 New
PAMP
1043
Polar Asset Management Partners
Ontario, Canada
$202K +$206K +243 New
NDSI
1044
Newman Dignan & Sheerar Inc
Rhode Island
$201K +$205K +242 New
1WM
1045
1900 Wealth Management
Texas
$200K +$204K +241 New
SAM
1046
Smartleaf Asset Management
Massachusetts
$194K – – –
HNB
1047
Huntington National Bank
Ohio
$191K +$14.4K +17 +8%
IBOK
1048
Independence Bank of Kentucky
Kentucky
$189K -$31.3K -37 -14%
Twin Tree Management
1049
Twin Tree Management
Texas
$181K +$184K +218 New
DJSG
1050
D.J. St. Germain
Massachusetts
$180K – – –